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Hartford Equity Income R5 (HQITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.78+0.04 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.86%
5-year average return9.63%
Number of years up13
Number of years down4
Best 1-yr total return (27 Jun 2024)29.67%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.67%
Worst 3-yr total return6.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHQITXCategory
YTD5.06%4.44%
1-month3.48%-4.04%
3-month5.22%4.09%
1-year17.08%14.37%
3-year6.52%6.04%
5-year11.16%9.20%
10-year9.24%8.57%
Last bull market16.64%22.97%
Last bear market-7.56%-11.27%

Annual total return (%) history

Year
HQITXCategory
2024
N/AN/A
2023
7.28%11.63%
2022
-0.50%-5.90%
2021
25.46%26.22%
2020
4.62%2.91%
2019
26.24%25.04%
2018
-7.76%-8.53%
2017
17.79%15.94%
2016
15.11%14.81%
2015
-0.43%-4.05%
2014
9.35%10.21%
2013
29.67%31.21%
2012
14.00%14.57%
2011
7.34%-0.75%
2010
14.86%13.66%
2009
18.70%24.13%
2008
-28.66%-37.09%
2007
7.02%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.66%N/AN/AN/A
2023-1.56%3.60%-2.82%8.24%
20220.44%-7.56%-4.95%12.75%
20219.15%5.60%-0.33%9.21%
2020-21.99%12.17%5.78%13.04%
201911.50%4.06%1.93%6.75%
2018-3.39%0.66%5.07%-9.72%
20174.36%2.60%4.15%5.62%
20162.42%4.79%2.19%4.95%
2015-0.02%-0.60%-6.10%6.69%
20142.02%4.66%-1.47%3.94%
201310.53%3.91%4.12%8.44%
20128.79%-1.33%5.60%0.57%
20115.89%0.96%-12.16%14.30%
20104.68%-9.78%10.72%9.84%
2009-14.22%14.52%14.55%5.48%
2008-7.51%-4.51%-4.46%-15.46%
20072.32%4.55%2.49%-2.40%

Rank in category (by total return)

YTD84
1-month31
3-month24
1-year84
3-year46
5-year56

Load adjusted returns

1-year17.08%
3-year6.52%
5-year11.16%
10-year9.24%