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Hartford Capital Appreciation I (ITHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.78-0.21 (-0.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.43%
5-year average return10.30%
Number of years up13
Number of years down4
Best 1-yr total return (27 Jun 2024)43.37%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return43.37%
Worst 3-yr total return4.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnITHIXCategory
YTD9.16%5.31%
1-month5.02%-4.19%
3-month2.85%3.90%
1-year23.28%20.31%
3-year4.48%6.48%
5-year11.30%11.78%
10-year9.75%10.96%
Last bull market25.24%25.56%
Last bear market-16.30%-15.11%

Annual total return (%) history

Year
ITHIXCategory
2024
N/AN/A
2023
19.30%22.32%
2022
-17.69%-16.96%
2021
15.50%26.07%
2020
21.11%15.83%
2019
30.81%28.78%
2018
-4.60%-6.27%
2017
21.60%20.44%
2016
4.44%10.37%
2015
1.65%-1.07%
2014
7.69%10.96%
2013
42.14%31.50%
2012
20.53%14.96%
2011
-15.04%-1.27%
2010
13.17%14.01%
2009
43.37%28.17%
2008
-45.93%-37.79%
2007
16.55%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.06%N/AN/AN/A
20235.42%6.60%-5.17%11.94%
2022-5.84%-16.30%-5.34%10.34%
20214.67%4.93%-0.86%6.08%
2020-21.45%22.02%10.74%14.10%
201915.68%6.01%-0.11%6.79%
20181.04%4.02%4.65%-13.26%
20178.19%4.49%2.41%5.04%
2016-2.85%0.99%4.83%1.55%
20153.42%0.70%-9.02%7.28%
20140.51%4.75%-0.43%2.72%
201312.13%5.24%8.68%10.83%
201216.63%-7.71%5.06%6.58%
20112.45%-3.21%-20.87%8.28%
20104.02%-13.32%11.88%12.18%
2009-6.65%24.29%15.66%6.84%
2008-11.41%2.97%-19.85%-26.05%
20070.40%9.38%5.93%0.20%
20068.63%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month23
3-month66
1-year74
3-year89
5-year89

Load adjusted returns

1-year23.28%
3-year4.48%
5-year11.30%
10-year9.75%