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Hartford Core Equity Y (HGIYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.18+0.30 (+0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.21%
5-year average return13.79%
Number of years up19
Number of years down6
Best 1-yr total return (4 Jul 2024)35.63%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.63%
Worst 3-yr total return6.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHGIYXCategory
YTD17.13%5.31%
1-month3.61%-4.19%
3-month4.53%3.90%
1-year26.16%20.31%
3-year8.51%6.48%
5-year13.76%11.78%
10-year12.89%10.96%
Last bull market26.37%25.56%
Last bear market-15.19%-15.11%

Annual total return (%) history

Year
HGIYXCategory
2024
N/AN/A
2023
21.44%22.32%
2022
-18.70%-16.96%
2021
24.51%26.07%
2020
18.42%15.83%
2019
33.84%28.78%
2018
-1.58%-6.27%
2017
22.08%20.44%
2016
5.79%10.37%
2015
6.89%-1.07%
2014
15.89%10.96%
2013
35.63%31.50%
2012
17.29%14.96%
2011
1.47%-1.27%
2010
14.49%14.01%
2009
25.81%28.17%
2008
-37.36%-37.79%
2007
8.35%6.16%
2006
12.43%14.17%
2005
6.61%5.88%
2004
8.39%10.02%
2003
28.89%27.05%
2002
-24.60%-22.25%
2001
-8.08%-13.50%
2000
-6.15%-6.31%
1999
21.45%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%4.53%N/AN/A
20235.40%6.98%-3.59%11.71%
2022-6.53%-15.19%-4.14%6.99%
20214.56%7.76%0.26%10.21%
2020-19.42%19.06%9.74%12.48%
201913.65%5.37%2.49%9.05%
20181.10%2.78%7.62%-11.99%
20176.21%3.72%2.86%7.73%
2016-0.13%2.40%1.48%1.94%
20153.47%1.06%-3.95%6.42%
20142.10%4.65%1.15%7.23%
201310.48%3.52%7.20%10.62%
201213.98%-2.95%6.42%-0.37%
20116.77%1.01%-14.12%9.56%
20104.61%-11.72%11.58%11.11%
2009-8.31%14.47%13.67%5.44%
2008-12.27%0.00%-9.57%-21.05%
20071.65%7.06%0.33%-0.76%
20063.44%-1.70%4.41%5.90%
2005-1.78%3.02%4.53%0.80%
20041.18%0.90%-2.94%9.38%
2003-4.20%14.72%3.71%13.07%
2002-1.41%-15.51%-16.46%8.33%
2001-8.72%6.81%-15.49%11.57%
20004.34%-3.11%-0.22%-6.96%
19994.36%7.60%-6.36%15.51%
1998-5.10%19.46%N/AN/A

Rank in category (by total return)

YTD10
1-month20
3-month15
1-year19
3-year48
5-year54

Load adjusted returns

1-year26.16%
3-year8.51%
5-year13.76%
10-year12.89%