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The Hartford Healthcare Fund Cl R5: (MF: HGHTX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$38.85 USD
+0.30 (0.78%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.08 | 51 |
| 3 months | -6.70 | 61 |
| 6 months | -7.47 | 58 |
| 1 Year | -3.55 | 77 |
| 3 Year | 2.29 | 76 |
| 5 Year | 4.58 | 69 |
| 10 Year | 6.60 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -36.59 |
| Bull Market (2/09 - 3/21) | 712.96 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -6.12 |
| 5 Year | 7.74 |
| 10 Year | 6.55 |
| Since Inception | 9.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.63 | NA | NA | NA |
| 2024 | 7.48 | -0.18 | 5.77 | -11.63 |
| 2023 | -3.71 | 5.83 | -5.88 | 8.45 |
| 2022 | -7.57 | -9.50 | -4.53 | 10.83 |
| 2021 | -0.45 | 8.72 | -2.01 | 3.94 |
| 2020 | -13.35 | 20.99 | 6.12 | 10.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.08 | 0.26 | 4.02 | -11.50 | 10.23 | 22.89 | 33.64 | -2.76 | 21.93 | -8.29 | 12.99 |
| % Total Return Rel to Index | 3.83 | -24.75 | -22.22 | 6.70 | -18.44 | 4.49 | 2.15 | 1.62 | 0.14 | -20.22 | 11.60 |
| % Total Return Rel to Peer | 0.36 | -2.35 | -1.74 | -2.08 | 1.54 | 1.62 | 6.95 | -2.88 | -0.18 | 2.48 | 5.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 1.00 | 4.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 |
| % Yield | 0.00 | 0.15 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.38 |
| Capital Gains ($) | 0.00 | 1.90 | 0.00 | 0.36 | 4.37 | 5.17 | 2.36 | 2.48 | 1.78 | 3.02 | 4.55 |
| Expense Ratio | 0.00 | 1.03 | 1.02 | 1.01 | 1.00 | 1.01 | 1.02 | 1.02 | 1.01 | 1.03 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%