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The Hartford Healthcare Fd Cl Y: (MF: HGHYX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$39.55 USD
+0.31 (0.79%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.08 | 52 |
| 3 months | -6.69 | 58 |
| 6 months | -7.46 | 57 |
| 1 Year | -3.54 | 76 |
| 3 Year | 2.30 | 75 |
| 5 Year | 4.60 | 67 |
| 10 Year | 6.66 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.31 |
| Bear Market (10/07 - 2/09) | -36.56 |
| Bull Market (2/09 - 3/21) | 720.44 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -6.12 |
| 5 Year | 7.76 |
| 10 Year | 6.60 |
| Since Inception | 10.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.62 | NA | NA | NA |
| 2024 | 7.47 | -0.18 | 5.76 | -11.62 |
| 2023 | -3.71 | 5.84 | -5.88 | 8.46 |
| 2022 | -7.55 | -9.50 | -4.55 | 10.84 |
| 2021 | -0.44 | 8.72 | -2.02 | 3.96 |
| 2020 | -13.34 | 21.03 | 6.12 | 10.48 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.08 | 0.27 | 4.03 | -11.49 | 10.24 | 22.97 | 33.68 | -2.65 | 22.02 | -8.17 | 13.09 |
| % Total Return Rel to Index | 3.83 | -24.75 | -22.20 | 6.70 | -18.43 | 4.57 | 2.19 | 1.74 | 0.22 | -20.10 | 11.70 |
| % Total Return Rel to Peer | 0.35 | -2.34 | -1.72 | -2.08 | 1.56 | 1.70 | 7.00 | -2.77 | -0.09 | 2.60 | 5.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 1.00 | 4.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.66 |
| % Yield | 0.00 | 0.31 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.45 |
| Capital Gains ($) | 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 | 1.01 | 1.00 | 0.98 | 0.95 | 0.96 | 0.92 | 0.93 | 0.92 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%