UK markets close in 1 hour 10 minutes

Hartford Equity Income I (HQIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.99+0.02 (+0.10%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.57%
5-year average return9.31%
Number of years up13
Number of years down4
Best 1-yr total return (29 Apr 2024)29.66%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return29.66%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHQIIXCategory
YTD4.67%17.52%
1-month4.78%-0.87%
3-month4.67%5.51%
1-year14.04%42.88%
3-year8.69%11.93%
5-year10.68%12.07%
10-year9.47%10.95%
Last bull market37.92%23.18%
Last bear market-7.51%-17.87%

Annual total return (%) history

Year
HQIIXCategory
2024
N/AN/A
2023
7.23%N/A
2022
-0.45%N/A
2021
25.48%N/A
2020
4.62%2.91%
2019
26.19%25.04%
2018
-7.74%-8.53%
2017
17.77%15.94%
2016
15.16%14.81%
2015
-0.44%-4.05%
2014
9.34%10.21%
2013
29.66%31.21%
2012
13.98%14.57%
2011
7.31%-0.75%
2010
14.74%13.66%
2009
18.63%24.13%
2008
-28.66%-37.09%
2007
7.03%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.67%N/AN/AN/A
2023-1.58%3.63%-2.83%8.20%
20220.46%-7.51%-4.99%12.77%
20219.20%5.60%-0.32%9.17%
2020-21.96%12.09%5.82%13.01%
201911.46%4.02%1.96%6.75%
2018-3.43%0.67%5.09%-9.69%
20174.30%2.58%4.19%5.64%
20162.45%4.78%2.16%5.00%
2015-0.03%-0.61%-6.12%6.72%
20141.99%4.70%-1.48%3.92%
201310.48%3.88%4.16%8.46%
20128.79%-1.34%5.59%0.58%
20115.94%0.89%-12.12%14.24%
20104.71%-9.86%10.68%9.83%
2009-14.24%14.49%14.54%5.48%
2008-7.50%-4.55%-4.41%-15.47%
20072.36%4.54%2.49%-2.40%
20066.75%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month59
3-month97
1-year89
3-year55
5-year56

Load adjusted returns

1-year14.04%
3-year8.69%
5-year10.68%
10-year9.47%