UK markets closed

Hartford Equity Income R4 (HQISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.47+0.08 (+0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.57%
5-year average return9.24%
Number of years up13
Number of years down4
Best 1-yr total return (2 May 2024)29.26%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.26%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHQISXCategory
YTD1.47%17.52%
1-month-3.02%-0.87%
3-month3.85%5.51%
1-year8.42%42.88%
3-year5.90%11.93%
5-year8.96%12.07%
10-year8.67%10.95%
Last bull market16.48%23.18%
Last bear market-7.59%-17.87%

Annual total return (%) history

Year
HQISXCategory
2024
N/AN/A
2023
6.90%N/A
2022
-0.77%N/A
2021
25.08%N/A
2020
4.28%2.91%
2019
25.85%25.04%
2018
-8.03%-8.53%
2017
17.41%15.94%
2016
14.84%14.81%
2015
-0.74%-4.05%
2014
9.01%10.21%
2013
29.26%31.21%
2012
13.59%14.57%
2011
7.06%-0.75%
2010
14.41%13.66%
2009
18.27%24.13%
2008
-28.88%-37.09%
2007
6.72%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
2023-1.64%3.50%-2.87%8.11%
20220.37%-7.59%-5.01%12.63%
20219.07%5.55%-0.40%9.08%
2020-22.06%12.08%5.67%12.97%
201911.42%3.95%1.84%6.70%
2018-3.48%0.58%5.01%-9.78%
20174.19%2.54%4.09%5.57%
20162.36%4.73%2.13%4.89%
2015-0.04%-0.73%-6.14%6.58%
20141.90%4.66%-1.60%3.88%
201310.42%3.79%4.05%8.39%
20128.73%-1.46%5.54%0.45%
20115.86%0.88%-12.18%14.16%
20104.52%-9.79%10.53%9.78%
2009-14.38%14.49%14.46%5.40%
2008-7.65%-4.51%-4.53%-15.52%
20072.24%4.41%2.49%-2.47%

Rank in category (by total return)

YTD91
1-month17
3-month56
1-year88
3-year54
5-year57

Load adjusted returns

1-year8.42%
3-year5.90%
5-year8.96%
10-year8.67%