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Hartford Quality Value C (HVOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.35+0.02 (+0.11%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.03%
5-year average return5.03%
Number of years up14
Number of years down6
Best 1-yr total return (4 Oct 2023)43.72%
Worst 1-yr total return (4 Oct 2023)N/A
Best 3-yr total return43.72%
Worst 3-yr total return-1.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHVOCXCategory
YTD-4.03%4.44%
1-month-4.43%-4.04%
3-month-4.83%4.09%
1-year3.35%14.37%
3-year8.44%6.04%
5-year5.03%9.20%
10-year6.49%8.57%
Last bull market39.89%22.97%
Last bear market-10.57%-11.27%

Annual total return (%) history

Year
HVOCXCategory
2023
N/A11.63%
2022
-5.97%-5.90%
2021
26.47%26.22%
2020
1.37%2.91%
2019
28.35%25.04%
2018
-9.93%-8.53%
2017
10.53%15.94%
2016
16.53%14.81%
2015
-5.34%-4.05%
2014
7.24%10.21%
2013
31.11%31.21%
2012
17.12%14.57%
2011
-5.74%-0.75%
2010
16.19%13.66%
2009
43.72%24.13%
2008
-42.44%-37.09%
2007
-7.55%1.42%
2006
16.90%18.15%
2005
6.67%5.95%
2004
17.13%12.97%
2003
39.76%28.44%
2002
N/A-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.16%3.45%-3.56%N/A
20220.14%-10.57%-7.50%13.50%
202111.10%4.57%0.57%8.23%
2020-25.10%13.48%4.87%13.73%
201913.06%3.51%2.53%6.96%
2018-1.77%0.23%6.02%-13.72%
20172.94%1.11%2.14%3.97%
20160.00%3.46%6.43%5.82%
20151.62%0.47%-10.86%4.02%
20144.55%4.29%-2.82%1.20%
201311.15%4.74%4.26%8.04%
201214.11%-7.32%6.80%3.70%
20117.60%-2.51%-19.08%11.05%
20106.87%-12.86%11.59%11.80%
2009-10.16%25.59%20.13%6.04%
2008-14.99%-4.27%-10.40%-21.06%
20072.74%6.66%-3.63%-12.45%
20065.01%-1.32%3.31%9.19%
2005-1.36%2.41%1.21%4.33%
20043.27%1.00%-1.45%13.95%
2003-5.79%21.63%5.34%15.77%
2002-17.34%-18.47%10.59%N/A

Rank in category (by total return)

YTD66
1-month2
3-month13
1-year66
3-year64
5-year58

Load adjusted returns

1-year-1.93%
3-year10.39%
5-year6.77%
10-year6.29%