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Hartford Core Equity R6 (HAITX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.23-0.36 (-0.66%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.15%
5-Year Average Return13.84%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)33.89%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return33.89%
Worst 3-Yr Total Return6.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHAITXCategory
YTD13.07%5.31%
1-Month4.33%-4.19%
3-Month3.93%3.90%
1-Year28.71%20.31%
3-Year8.08%6.48%
5-Year14.44%11.78%
10-Year12.74%10.96%
Last Bull Market26.41%25.56%
Last Bear Market-15.16%-15.11%

Annual Total Return (%) History

Year
HAITXCategory
2024
N/AN/A
2023
21.57%22.32%
2022
-18.65%-16.96%
2021
24.62%26.07%
2020
18.49%15.83%
2019
33.89%28.78%
2018
-1.55%-6.27%
2017
22.17%20.44%
2016
5.75%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
20235.42%7.00%-3.57%11.75%
2022-6.51%-15.16%-4.14%7.00%
20214.61%7.78%0.26%10.24%
2020-19.42%19.10%9.77%12.49%
201913.61%5.44%2.49%9.06%
20181.10%2.78%7.62%-11.97%
20176.22%3.72%2.89%7.77%
2016-0.13%2.36%1.48%1.94%
20151.06%-3.95%6.43%N/A

Rank In Category (By Total Return)

YTD12
1-Month59
3-Month26
1-Year28
3-Year50
5-Year57

Load Adjusted Returns

1-Year28.71%
3-Year8.08%
5-Year14.44%
10-Year12.74%