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The Hartford Inflation Plus Fund Class C: (MF: HIPCX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$9.43 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.88 | 59 |
| 3 months | -1.78 | 43 |
| 6 months | 3.07 | 71 |
| 1 Year | -0.88 | 48 |
| 3 Year | -1.46 | 42 |
| 5 Year | 1.39 | 37 |
| 10 Year | 0.85 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 4.44 |
| Bull Market (2/09 - 3/21) | 44.97 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | -0.23 |
| 5 Year | 1.79 |
| 10 Year | 1.10 |
| Since Inception | 2.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.33 | NA | NA | NA |
| 2023 | 2.82 | -1.66 | -1.67 | 4.57 |
| 2022 | -3.47 | -5.07 | -3.54 | 2.24 |
| 2021 | -1.10 | 2.41 | 1.40 | 1.34 |
| 2020 | -1.97 | 5.03 | 3.06 | 2.16 |
| 2019 | 2.39 | 2.13 | 0.29 | 0.98 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.88 | 3.96 | -9.62 | 4.08 | 8.41 | 5.91 | -2.06 | 1.39 | 3.68 | -2.23 | -0.68 |
| % Total Return Rel to Index | 1.39 | -1.56 | 3.39 | 5.63 | 0.91 | -2.81 | -2.08 | -2.14 | 1.02 | -2.80 | -6.63 |
| % Total Return Rel to Peer | -0.17 | -0.26 | 0.73 | 2.85 | 1.10 | -0.68 | -1.28 | -1.05 | 1.19 | -1.30 | -3.44 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 5.00 | 4.00 | 2.00 | 5.00 | 5.00 |
| % Dividends | 0.07 | 0.26 | 0.51 | 0.29 | 0.08 | 0.05 | 0.25 | 0.43 | 0.08 | 0.00 | 0.03 |
| % Yield | 0.80 | 2.45 | 5.13 | 2.50 | 0.71 | 0.54 | 2.45 | 4.05 | 0.73 | 0.00 | 0.36 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.59 | 1.58 | 1.58 | 1.59 | 1.60 | 1.60 | 1.60 | 1.62 | 1.60 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%