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Hartford Balanced Income I (HBLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.30+0.04 (+0.28%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.58%
5-Year Average Return4.62%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)19.35%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return19.35%
Worst 3-Yr Total Return2.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHBLIXCategory
YTD2.17%5.91%
1-Month2.55%0.61%
3-Month2.89%4.02%
1-Year10.74%18.59%
3-Year1.44%8.56%
5-Year5.63%7.44%
10-Year5.59%6.20%
Last Bull Market13.46%11.89%
Last Bear Market-8.13%-8.23%

Annual Total Return (%) History

Year
HBLIXCategory
2024
N/AN/A
2023
7.95%N/A
2022
-8.85%N/A
2021
10.15%N/A
2020
7.72%8.86%
2019
19.35%14.81%
2018
-4.81%-5.04%
2017
11.75%9.86%
2016
11.44%6.62%
2015
-0.19%-2.32%
2014
7.92%4.02%
2013
12.19%7.23%
2012
13.07%9.40%
2011
8.83%1.70%
2010
N/A10.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.24%N/AN/AN/A
20231.06%1.47%-2.82%8.31%
2022-3.50%-8.13%-4.97%8.19%
20211.97%4.45%0.04%3.38%
2020-11.80%10.49%3.04%7.28%
20198.20%4.11%2.39%3.48%
2018-2.86%-0.21%3.13%-4.79%
20172.52%2.38%2.96%3.41%
20163.54%4.25%2.26%0.95%
20151.07%-1.44%-2.68%2.96%
20142.74%3.78%-0.88%2.11%
20134.85%-0.20%2.23%4.87%
20125.35%0.75%5.05%1.41%
20113.90%2.02%-4.75%7.79%
2010-2.71%8.83%2.81%N/A

Rank In Category (By Total Return)

YTD79
1-Month47
3-Month5
1-Year38
3-Year17
5-Year17

Load Adjusted Returns

1-Year10.74%
3-Year1.44%
5-Year5.63%
10-Year5.59%