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Hartford Core Equity R6 (HAITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.40+0.17 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.15%
5-year average return13.84%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)33.89%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.89%
Worst 3-yr total return6.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHAITXCategory
YTD13.07%5.31%
1-month4.33%-4.19%
3-month3.93%3.90%
1-year28.71%20.31%
3-year8.08%6.48%
5-year14.44%11.78%
10-year12.74%10.96%
Last bull market26.41%25.56%
Last bear market-15.16%-15.11%

Annual total return (%) history

Year
HAITXCategory
2024
N/AN/A
2023
21.57%22.32%
2022
-18.65%-16.96%
2021
24.62%26.07%
2020
18.49%15.83%
2019
33.89%28.78%
2018
-1.55%-6.27%
2017
22.17%20.44%
2016
5.75%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
20235.42%7.00%-3.57%11.75%
2022-6.51%-15.16%-4.14%7.00%
20214.61%7.78%0.26%10.24%
2020-19.42%19.10%9.77%12.49%
201913.61%5.44%2.49%9.06%
20181.10%2.78%7.62%-11.97%
20176.22%3.72%2.89%7.77%
2016-0.13%2.36%1.48%1.94%
20151.06%-3.95%6.43%N/A

Rank in category (by total return)

YTD12
1-month59
3-month26
1-year28
3-year50
5-year57

Load adjusted returns

1-year28.71%
3-year8.08%
5-year14.44%
10-year12.74%