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Hartford Equity Income R3 (HQIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.57+0.02 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.15%
5-year average return9.00%
Number of years up13
Number of years down4
Best 1-yr total return (17 Jun 2024)28.90%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return28.90%
Worst 3-yr total return6.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHQIRXCategory
YTD4.81%4.44%
1-month3.36%-4.04%
3-month5.02%4.09%
1-year16.37%14.37%
3-year5.87%6.04%
5-year10.48%9.20%
10-year8.58%8.57%
Last bull market16.28%22.97%
Last bear market-7.67%-11.27%

Annual total return (%) history

Year
HQIRXCategory
2024
N/AN/A
2023
6.58%11.63%
2022
-1.07%-5.90%
2021
24.73%26.22%
2020
3.95%2.91%
2019
25.49%25.04%
2018
-8.32%-8.53%
2017
17.13%15.94%
2016
14.46%14.81%
2015
-1.04%-4.05%
2014
8.65%10.21%
2013
28.90%31.21%
2012
13.30%14.57%
2011
6.70%-0.75%
2010
14.03%13.66%
2009
18.08%24.13%
2008
-29.17%-37.09%
2007
6.38%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.51%N/AN/AN/A
2023-1.72%3.42%-2.95%8.05%
20220.29%-7.67%-5.10%12.58%
20219.01%5.43%-0.44%9.01%
2020-22.12%11.94%5.66%12.85%
201911.29%3.88%1.77%6.65%
2018-3.57%0.51%4.88%-9.82%
20174.17%2.47%4.02%5.50%
20162.29%4.66%2.05%4.77%
2015-0.11%-0.81%-6.23%6.51%
20141.83%4.53%-1.62%3.75%
201310.35%3.71%3.98%8.32%
20128.68%-1.53%5.41%0.44%
20115.77%0.81%-12.31%14.10%
20104.51%-9.92%10.41%9.70%
2009-14.37%14.39%14.38%5.39%
2008-7.67%-4.67%-4.62%-15.62%
20072.17%4.33%2.41%-2.55%

Rank in category (by total return)

YTD87
1-month36
3-month27
1-year88
3-year58
5-year70

Load adjusted returns

1-year16.37%
3-year5.87%
5-year10.48%
10-year8.58%