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Hartford Capital Appreciation R6 (ITHVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.32-0.02 (-0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.89%
5-year average return10.43%
Number of years up7
Number of years down2
Best 1-yr total return (20 Jun 2024)30.95%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.95%
Worst 3-yr total return4.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnITHVXCategory
YTD9.24%5.31%
1-month5.04%-4.19%
3-month2.90%3.90%
1-year23.42%20.31%
3-year4.57%6.48%
5-year11.39%11.78%
10-year9.83%10.96%
Last bull market25.30%25.56%
Last bear market-16.29%-15.11%

Annual total return (%) history

Year
ITHVXCategory
2024
N/AN/A
2023
19.37%22.32%
2022
-17.61%-16.96%
2021
15.58%26.07%
2020
21.20%15.83%
2019
30.95%28.78%
2018
-4.53%-6.27%
2017
21.72%20.44%
2016
4.52%10.37%
2015
1.70%-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.12%N/AN/AN/A
20235.44%6.64%-5.18%11.96%
2022-5.82%-16.29%-5.32%10.37%
20214.70%4.93%-0.84%6.10%
2020-21.42%22.03%10.77%14.12%
201915.73%6.03%-0.09%6.81%
20181.08%4.04%4.67%-13.27%
20178.25%4.49%2.45%5.04%
2016-2.84%1.00%4.86%1.58%
20153.45%0.72%-8.97%7.23%

Rank in category (by total return)

YTD66
1-month23
3-month65
1-year74
3-year89
5-year89

Load adjusted returns

1-year23.42%
3-year4.57%
5-year11.39%
10-year9.83%