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Hartford Capital Appreciation F (HCAFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.68+0.43 (+1.04%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.16%
5-Year Average Return9.62%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)30.93%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.93%
Worst 3-Yr Total Return4.37%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHCAFXCategory
YTD4.00%14.84%
1-Month-4.69%1.65%
3-Month2.98%7.55%
1-Year16.79%40.47%
3-Year2.54%16.77%
5-Year9.23%16.15%
10-Year9.59%13.21%
Last Bull Market25.32%24.09%
Last Bear Market-16.28%-17.61%

Annual Total Return (%) History

Year
HCAFXCategory
2024
N/AN/A
2023
19.38%N/A
2022
-17.61%N/A
2021
15.59%N/A
2020
21.21%15.83%
2019
30.93%28.78%
2018
-4.52%-6.27%
2017
N/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.12%N/AN/AN/A
20235.46%6.63%-5.17%11.95%
2022-5.82%-16.28%-5.34%10.38%
20214.70%4.93%-0.84%6.11%
2020-21.43%22.06%10.74%14.13%
201915.72%6.01%-0.08%6.82%
20181.06%4.05%4.67%-13.25%
20174.51%2.43%5.05%N/A

Rank In Category (By Total Return)

YTD75
1-Month75
3-Month77
1-Year77
3-Year95
5-Year90

Load Adjusted Returns

1-Year16.79%
3-Year2.54%
5-Year9.23%
10-Year9.59%