UK markets closed

Hartford Growth Opportunities HLS IB (HBGOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.01-0.27 (-0.95%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return12.89%
5-year average return13.96%
Number of years up14
Number of years down3
Best 1-yr total return (3 Feb 2019)35.42%
Worst 1-yr total return (3 Feb 2019)-45.80%
Best 3-yr total return35.42%
Worst 3-yr total return-7.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHBGOXCategory
YTD20.97%12.38%
1-month6.32%5.09%
3-month39.38%10.28%
1-year22.81%41.70%
3-year20.65%22.56%
5-year15.54%21.98%
10-year17.88%15.99%
Last bull market27.01%25.99%
Last bear market-22.97%-17.29%

Annual total return (%) history

Year
HBGOXCategory
2020
N/A35.86%
2019
30.35%31.90%
2018
0.29%-2.09%
2017
30.14%27.67%
2016
-0.77%3.23%
2015
11.47%3.60%
2014
13.82%10.00%
2013
35.42%33.92%
2012
26.54%15.34%
2011
-9.10%-2.46%
2010
17.28%15.53%
2009
29.29%35.68%
2008
-45.80%-40.67%
2007
29.29%13.35%
2006
11.79%7.05%
2005
16.02%6.71%
2004
16.89%7.81%
2003
43.43%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.21%39.38%N/AN/A
201921.09%6.03%-6.39%8.45%
20184.36%9.84%6.85%-18.11%
201710.16%6.38%5.57%5.19%
2016-5.07%3.37%5.58%-4.23%
20156.51%3.81%-6.98%8.38%
20141.26%5.39%-0.14%6.81%
20138.63%3.17%11.55%8.32%
201221.38%-2.99%6.40%0.99%
20118.31%-2.14%-18.73%5.53%
20104.93%-12.94%12.74%13.87%
2009-9.77%15.15%16.43%6.88%
2008-16.22%5.94%-18.08%-25.46%
20072.28%13.64%9.85%1.26%
20067.08%-5.36%1.22%8.98%
2005-6.02%7.61%8.64%5.59%
20045.50%3.83%-4.67%11.94%
20030.20%20.76%4.13%13.83%
2002-18.85%8.59%N/AN/A

Rank in category (by total return)

YTD7
1-month9
3-month5
1-year26
3-year15
5-year24

Load adjusted returns

1-year22.81%
3-year20.65%
5-year15.54%
10-year17.88%