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The Hartford Capital Appreciation Fund Class F: (MF: HCAFX)
(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET
$43.77 USD
-0.05 (-0.11%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.22 | 61 |
| 3 months | 2.88 | 52 |
| 6 months | 14.53 | 63 |
| 1 Year | 23.39 | 67 |
| 3 Year | 4.57 | 50 |
| 5 Year | 11.40 | 62 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 23.52 |
| 5 Year | 11.22 |
| 10 Year | NA |
| Since Inception | 11.29 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.11 | NA | NA | NA |
| 2023 | 5.45 | 6.63 | -5.17 | 11.95 |
| 2022 | -5.82 | -16.28 | -5.33 | 10.38 |
| 2021 | 4.69 | 4.93 | -0.82 | 6.09 |
| 2020 | -21.43 | 22.06 | 10.74 | 14.14 |
| 2019 | 15.72 | 6.00 | -0.08 | 6.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 9.22 | 19.37 | -17.61 | 15.59 | 21.22 | 30.92 | -4.50 |
| % Total Return Rel to Index | -2.08 | -6.86 | 0.59 | -13.08 | 2.82 | -0.56 | -0.10 |
| % Total Return Rel to Peer | -0.47 | -6.74 | 7.25 | 0.76 | -4.56 | 5.71 | -0.08 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.33 | 0.24 | 0.19 | 0.28 | 0.30 | 0.22 |
| % Yield | 0.00 | 0.81 | 0.67 | 0.37 | 0.60 | 0.73 | 0.61 |
| Capital Gains ($) | 0.00 | 0.00 | 1.88 | 6.83 | 1.99 | 1.64 | 5.62 |
| Expense Ratio | 0.00 | 0.70 | 0.69 | 0.69 | 0.70 | 0.70 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%