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Hartford Balanced Hls Fd Cl Ia: (MF: HADAX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$30.37 USD

-0.01 (-0.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.54 39
3 months 6.90 2
6 months 8.79 29
1 Year 18.31 35
3 Year 4.55 15
5 Year 9.76 25
10 Year 7.97 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 70.51
Bear Market (10/07 - 2/09) -41.63
Bull Market (2/09 - 3/21) 430.85

Load Adjusted Returns as of Aug 31, 2024

1 Year 13.72
5 Year 8.81
10 Year 7.63
Since Inception 5.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 5.00 1.22 NA NA
2023 3.73 3.41 -2.26 9.47
2022 -5.30 -9.16 -5.19 6.14
2021 5.48 6.09 0.07 6.82
2020 -14.50 13.67 4.85 9.52
2019 9.39 3.72 1.60 6.49

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.5414.77-13.4419.6311.6122.78-5.2415.596.030.179.79
% Total Return Rel to Index -7.99-11.474.76-9.04-6.79-8.71-0.85-6.20-5.90-1.21-3.85
% Total Return Rel to Peer 1.581.61-0.478.120.925.581.252.12-0.232.535.70
% Perf Quintile vs Peer* 0.003.002.001.003.002.002.003.003.001.001.00
% Dividends 0.030.520.520.340.500.550.600.700.760.510.47
% Yield 0.101.681.640.881.441.601.982.152.641.831.66
Capital Gains ($) 1.800.804.021.881.602.651.410.000.000.000.00
Expense Ratio 0.630.630.620.630.630.630.630.630.640.630.65

* 1 = Top 20%, 5 = Bottom 20%