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Hartford Disciplined Equity HLS IB (HBGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.81+0.12 (+0.55%)
At close: 06:26PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.12%
5-Year Average Return13.36%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Jun 30, 2024)35.47%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return35.47%
Worst 3-Yr Total Return6.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHBGIXCategory
YTD12.80%5.31%
1-Month4.29%-4.19%
3-Month3.83%3.90%
1-Year28.00%20.31%
3-Year7.30%6.48%
5-Year14.09%11.78%
10-Year12.35%10.96%
Last Bull Market26.04%25.56%
Last Bear Market-15.31%-15.11%

Annual Total Return (%) History

Year
HBGIXCategory
2024
N/AN/A
2023
20.95%22.32%
2022
-19.20%-16.96%
2021
25.21%26.07%
2020
17.78%15.83%
2019
33.76%28.78%
2018
-2.23%-6.27%
2017
21.63%20.44%
2016
5.49%10.37%
2015
6.59%-1.07%
2014
15.87%10.96%
2013
35.47%31.50%
2012
17.33%14.96%
2011
0.90%-1.27%
2010
13.76%14.01%
2009
25.33%28.17%
2008
-37.43%-37.79%
2007
8.01%6.16%
2006
12.17%14.17%
2005
6.31%5.88%
2004
8.14%10.02%
2003
28.50%27.05%
2002
-24.85%-22.25%
2001
-8.18%-13.50%
2000
-5.81%-6.31%
1999
31.65%20.16%
1998
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.88%N/AN/AN/A
20235.29%6.86%-3.66%11.57%
2022-6.68%-15.31%-4.26%6.79%
20216.42%7.19%-0.36%10.16%
2020-19.80%19.30%9.81%12.10%
201913.69%5.30%2.36%9.15%
20180.92%2.66%7.53%-12.23%
20176.14%3.66%2.75%7.60%
2016-0.13%2.40%1.35%1.78%
20153.59%0.97%-4.28%6.47%
20142.08%4.66%1.07%7.30%
201310.46%3.49%7.15%10.60%
201214.06%-3.05%6.51%-0.39%
20116.71%0.87%-14.46%9.59%
20104.62%-12.03%11.35%11.01%
2009-8.34%14.21%13.65%5.35%
2008-12.35%-0.03%-9.56%-21.05%
20071.53%6.90%0.31%-0.78%
20063.40%-1.71%4.37%5.75%
2005-1.82%2.92%4.41%0.76%
20041.17%0.87%-2.98%9.22%
2003-4.20%14.67%3.61%12.89%
2002-1.60%-15.49%-16.54%8.27%
2001-8.83%6.93%-15.55%11.52%
20004.56%-2.83%-0.25%-7.06%
19994.25%16.56%-6.27%15.60%
1998-14.71%23.71%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month59
3-Month34
1-Year40
3-Year66
5-Year62

Load Adjusted Returns

1-Year28.00%
3-Year7.30%
5-Year14.09%
10-Year12.35%