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Hartford Capital Appreciation HLS IC (HCPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.89+0.13 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.64%
5-year average return11.34%
Number of years up7
Number of years down2
Best 1-yr total return (24 Jun 2024)30.63%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return30.63%
Worst 3-yr total return4.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCPCXCategory
YTD9.54%5.31%
1-month4.81%-4.19%
3-month3.84%3.90%
1-year23.96%20.31%
3-year5.20%6.48%
5-year11.89%11.78%
10-year9.42%10.96%
Last bull market23.68%25.56%
Last bear market-15.67%-15.11%

Annual total return (%) history

Year
HCPCXCategory
2024
N/AN/A
2023
19.38%22.32%
2022
-15.71%-16.96%
2021
14.18%26.07%
2020
21.32%15.83%
2019
30.63%28.78%
2018
-7.41%-6.27%
2017
21.50%20.44%
2016
4.99%10.37%
2015
0.53%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.65%N/AN/AN/A
20235.72%5.82%-4.64%11.89%
2022-4.73%-15.67%-5.14%10.59%
20213.93%5.63%-1.14%5.20%
2020-20.09%20.51%9.79%14.74%
201915.81%4.65%-0.08%7.87%
20180.61%2.39%4.87%-14.30%
20177.09%4.63%3.44%4.83%
2016-2.94%1.35%4.68%1.95%
20153.48%0.37%-9.26%6.66%
2014-1.07%2.50%N/AN/A

Rank in category (by total return)

YTD63
1-month37
3-month33
1-year71
3-year86
5-year85

Load adjusted returns

1-year23.96%
3-year5.20%
5-year11.89%
10-year9.42%