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Hartford Mid Cap Hls Fund Class Ib: (MF: HBMCX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$25.84 USD
-0.52 (-1.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.92 | 77 |
| 3 months | 7.92 | 77 |
| 6 months | 21.34 | 66 |
| 1 Year | 16.45 | 88 |
| 3 Year | -0.88 | 93 |
| 5 Year | 7.11 | 93 |
| 10 Year | 8.91 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.15 |
| Bull Market (2/09 - 3/21) | 582.78 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 16.45 |
| 5 Year | 7.10 |
| 10 Year | 8.91 |
| Since Inception | 11.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.92 | NA | NA | NA |
| 2023 | 6.14 | 2.33 | -6.22 | 12.44 |
| 2022 | -10.37 | -18.15 | -5.26 | 8.70 |
| 2021 | 5.12 | 2.93 | -3.59 | 5.09 |
| 2020 | -24.25 | 25.18 | 4.35 | 26.11 |
| 2019 | 20.09 | 4.79 | -1.41 | 6.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.92 | 14.53 | -24.46 | 9.63 | 24.80 | 32.50 | -7.63 | 24.16 | 11.69 | 1.35 | 11.09 |
| % Total Return Rel to Index | -2.63 | -11.71 | -6.26 | -19.05 | 6.39 | 1.01 | -3.24 | 2.37 | -0.24 | -0.03 | -2.55 |
| % Total Return Rel to Peer | -2.03 | -8.46 | -4.76 | -12.42 | 4.88 | 4.08 | -0.77 | 3.48 | 3.87 | 2.94 | 2.88 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.07 | 0.00 |
| Capital Gains ($) | 0.00 | 1.97 | 4.78 | 7.39 | 3.64 | 6.14 | 3.98 | 1.85 | 3.62 | 4.46 | 4.81 |
| Expense Ratio | 0.00 | 0.98 | 0.96 | 0.94 | 0.95 | 0.94 | 0.94 | 0.95 | 0.96 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%