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Hartford Growth Opportunities Fund Cl R5: (MF: HGOTX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$67.31 USD
+1.28 (1.94%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -12.21 | 84 |
| 3 months | -12.21 | 84 |
| 6 months | -3.88 | 34 |
| 1 Year | 5.74 | 26 |
| 3 Year | 8.32 | 24 |
| 5 Year | 17.44 | 35 |
| 10 Year | 13.42 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.02 |
| Bull Market (2/09 - 3/21) | 1,299.67 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.74 |
| 5 Year | 17.43 |
| 10 Year | 13.42 |
| Since Inception | 11.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.21 | NA | NA | NA |
| 2024 | 18.10 | 7.87 | 1.98 | 9.49 |
| 2023 | 14.99 | 11.72 | -5.08 | 15.58 |
| 2022 | -12.56 | -29.54 | -1.23 | 3.76 |
| 2021 | 1.35 | 6.82 | -0.34 | -0.22 |
| 2020 | -13.33 | 39.35 | 18.83 | 12.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -12.21 | 42.26 | 40.95 | -36.87 | 7.66 | 61.82 | 30.30 | 0.10 | 30.58 | 2.67 | 10.82 |
| % Total Return Rel to Index | -7.95 | 17.24 | 14.70 | -18.67 | -21.01 | 43.42 | -1.18 | 4.49 | 8.79 | -9.26 | 9.43 |
| % Total Return Rel to Peer | -4.84 | 20.24 | 14.82 | -12.01 | -7.16 | 36.04 | 5.09 | 4.51 | 11.34 | -0.82 | 10.64 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 11.96 | 7.91 | 2.53 | 10.54 | 3.88 | 2.79 | 3.36 |
| Expense Ratio | 0.00 | 0.87 | 0.86 | 0.85 | 0.84 | 0.85 | 0.85 | 0.86 | 0.85 | 0.86 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%