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Hartford Healthcare R5 (HGHTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.46+0.35 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.25%
5-year average return9.18%
Number of years up13
Number of years down4
Best 1-yr total return (20 Jun 2024)50.00%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return50.00%
Worst 3-yr total return0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHGHTXCategory
YTD5.13%7.95%
1-month2.24%4.81%
3-month-0.09%7.18%
1-year12.04%30.16%
3-year0.79%16.10%
5-year10.19%15.71%
10-year9.75%15.27%
Last bull market21.11%23.06%
Last bear market-9.51%-13.88%

Annual total return (%) history

Year
HGHTXCategory
2024
N/AN/A
2023
4.02%N/A
2022
-11.50%N/A
2021
10.24%N/A
2020
22.89%27.63%
2019
33.65%26.23%
2018
-2.76%-0.40%
2017
21.96%24.31%
2016
-8.29%-10.60%
2015
12.99%8.05%
2014
26.78%27.25%
2013
50.00%48.17%
2012
20.27%21.55%
2011
8.12%7.66%
2010
6.82%8.38%
2009
22.02%22.48%
2008
-25.14%-23.43%
2007
5.92%9.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.48%N/AN/AN/A
2023-3.71%5.83%-5.88%8.46%
2022-7.57%-9.51%-4.54%10.84%
2021-0.46%8.72%-2.02%3.96%
2020-13.35%20.99%6.13%10.45%
201914.14%1.48%-3.47%19.54%
20181.61%3.78%9.29%-15.63%
201712.70%8.15%1.54%-1.46%
2016-12.42%7.03%2.76%-4.79%
20159.56%5.19%-11.76%11.11%
20147.28%4.39%1.37%11.67%
201315.98%4.99%10.18%11.81%
201214.63%1.45%5.08%-1.58%
20118.48%9.03%-14.84%7.35%
20107.91%-13.24%8.86%4.82%
2009-9.18%11.23%12.87%7.03%
2008-12.09%4.16%-1.51%-16.99%
20071.42%2.81%3.10%-1.48%

Rank in category (by total return)

YTD30
1-month63
3-month29
1-year32
3-year48
5-year38

Load adjusted returns

1-year12.04%
3-year0.79%
5-year10.19%
10-year9.75%