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Hartford Inflation Plus Fund Cl R4: (MF: HIPSX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$10.20 USD
+0.03 (0.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.80 | 12 |
| 3 months | 1.06 | 45 |
| 6 months | 4.80 | 12 |
| 1 Year | 6.34 | 29 |
| 3 Year | 3.42 | 29 |
| 5 Year | 2.54 | 23 |
| 10 Year | 2.73 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 5.23 |
| Bull Market (2/09 - 3/21) | 69.03 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 6.34 |
| 5 Year | 2.54 |
| 10 Year | 2.74 |
| Since Inception | 3.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.69 | 1.06 | NA | NA |
| 2024 | -0.14 | 0.55 | 4.03 | -2.46 |
| 2023 | 3.08 | -1.49 | -1.61 | 4.84 |
| 2022 | -3.27 | -4.79 | -3.41 | 2.39 |
| 2021 | -0.97 | 2.60 | 1.94 | 1.72 |
| 2020 | -1.72 | 5.15 | 3.23 | 2.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.80 | 1.89 | 4.73 | -8.93 | 5.36 | 9.17 | 6.64 | -1.35 | 2.80 | 3.63 | 0.05 |
| % Total Return Rel to Index | 0.78 | 0.62 | -0.79 | 4.08 | 6.91 | 1.66 | -2.08 | -1.37 | -0.74 | 0.97 | -0.52 |
| % Total Return Rel to Peer | 1.00 | -0.16 | 0.50 | 1.43 | 4.12 | 1.85 | 0.04 | -0.57 | 0.35 | 1.14 | 0.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.16 | 0.28 | 0.32 | 0.58 | 0.39 | 0.16 | 0.17 | 0.36 | 0.59 | 0.24 | 0.01 |
| % Yield | 1.50 | 2.70 | 2.52 | 5.61 | 3.21 | 1.41 | 1.54 | 3.46 | 5.38 | 2.14 | 0.04 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.90 | 0.89 | 0.89 | 0.87 | 0.87 | 0.89 | 0.90 | 0.90 | 0.90 | 0.92 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%