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The Hartford Inflation Plus Fund Class Y: (MF: HIPYX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$10.47 USD
+0.01 (0.10%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.94 | 6 |
| 3 months | 1.22 | 29 |
| 6 months | 4.94 | 6 |
| 1 Year | 6.65 | 16 |
| 3 Year | 3.76 | 21 |
| 5 Year | 2.88 | 18 |
| 10 Year | 3.14 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 5.76 |
| Bull Market (2/09 - 3/21) | 80.21 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 6.65 |
| 5 Year | 2.87 |
| 10 Year | 3.14 |
| Since Inception | 3.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.67 | 1.22 | NA | NA |
| 2024 | -0.11 | 0.72 | 4.02 | -2.30 |
| 2023 | 3.13 | -1.37 | -1.49 | 4.88 |
| 2022 | -3.21 | -4.78 | -3.26 | 2.40 |
| 2021 | -0.87 | 2.63 | 2.13 | 1.81 |
| 2020 | -1.68 | 5.34 | 3.35 | 2.37 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.94 | 2.24 | 5.09 | -8.70 | 5.80 | 9.57 | 6.87 | -1.02 | 3.63 | 5.97 | -1.20 |
| % Total Return Rel to Index | 0.93 | 0.97 | -0.43 | 4.31 | 7.34 | 2.07 | -1.85 | -1.03 | 0.08 | 3.32 | -1.77 |
| % Total Return Rel to Peer | 1.15 | 0.19 | 0.86 | 1.65 | 4.56 | 2.26 | 0.27 | -0.24 | 1.18 | 3.48 | -0.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.18 | 0.31 | 0.35 | 0.62 | 0.41 | 0.21 | 0.20 | 0.40 | 0.68 | 0.32 | 0.00 |
| % Yield | 1.67 | 3.00 | 2.87 | 5.96 | 3.41 | 1.77 | 1.90 | 3.90 | 6.20 | 2.87 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.59 | 0.59 | 0.58 | 0.56 | 0.56 | 0.57 | 0.58 | 0.55 | 0.55 | 0.57 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%