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Hartford MidCap Value R4 (HMVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.98-0.15 (-0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.01%
5-year average return9.38%
Number of years up9
Number of years down4
Best 1-yr total return (27 Jun 2024)33.88%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.88%
Worst 3-yr total return2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMVSXCategory
YTD5.45%21.28%
1-month3.75%-1.96%
3-month3.63%4.90%
1-year22.37%55.83%
3-year6.53%11.08%
5-year11.31%11.93%
10-year7.40%10.64%
Last bull market24.34%25.54%
Last bear market-14.02%-22.08%

Annual total return (%) history

Year
HMVSXCategory
2024
N/AN/A
2023
15.75%N/A
2022
-8.13%N/A
2021
27.97%N/A
2020
0.21%2.63%
2019
30.38%25.18%
2018
-14.78%-12.86%
2017
13.06%13.22%
2016
12.36%18.06%
2015
-1.68%-5.41%
2014
7.73%9.31%
2013
33.88%35.14%
2012
24.34%16.60%
2011
-9.06%-3.96%
2010
N/A21.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.42%N/AN/AN/A
20233.40%4.72%-4.28%11.68%
20221.09%-14.02%-5.12%11.41%
202113.01%3.23%-0.16%9.86%
2020-31.35%15.88%1.40%24.22%
201913.21%3.33%2.96%8.25%
2018-1.43%1.99%2.72%-17.48%
20173.55%-0.06%4.45%4.60%
2016-0.48%1.25%5.09%6.11%
20155.81%-1.19%-9.90%4.38%
20144.53%3.93%-5.17%4.57%
201311.99%1.97%5.80%10.81%
201217.74%-5.46%6.34%5.04%
20116.29%-2.23%-22.31%12.64%
201013.62%13.85%N/AN/A

Rank in category (by total return)

YTD58
1-month39
3-month51
1-year58
3-year25
5-year47

Load adjusted returns

1-year22.37%
3-year6.53%
5-year11.31%
10-year7.40%