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Hartford Capital Appreciation Y (HCAYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.470.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.94%
5-Year Average Return9.13%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2024)43.57%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return43.57%
Worst 3-Yr Total Return4.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHCAYXCategory
YTD9.07%14.84%
1-Month2.78%1.65%
3-Month9.07%7.55%
1-Year23.40%40.47%
3-Year5.70%16.77%
5-Year11.12%16.15%
10-Year10.00%13.21%
Last Bull Market34.18%24.09%
Last Bear Market-16.30%-17.61%

Annual Total Return (%) History

Year
HCAYXCategory
2024
N/AN/A
2023
19.24%N/A
2022
-17.68%N/A
2021
15.48%N/A
2020
21.13%15.83%
2019
30.87%28.78%
2018
-4.51%-6.27%
2017
21.69%20.44%
2016
4.52%10.37%
2015
1.73%-1.07%
2014
7.75%10.96%
2013
42.31%31.50%
2012
20.71%14.96%
2011
-14.91%-1.27%
2010
13.36%14.01%
2009
43.57%28.17%
2008
-45.87%-37.79%
2007
16.66%6.16%
2006
16.15%14.17%
2005
15.65%5.88%
2004
18.60%10.02%
2003
41.17%27.05%
2002
-22.38%-22.25%
2001
-6.26%-13.50%
2000
8.84%-6.31%
1999
67.49%20.16%
1998
3.68%22.39%
1997
55.08%28.37%
1996
N/A20.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
20235.40%6.62%-5.21%11.94%
2022-5.84%-16.30%-5.38%10.37%
20214.70%4.89%-0.87%6.08%
2020-21.43%22.01%10.75%14.10%
201915.70%6.00%-0.09%6.80%
20181.08%4.04%4.65%-13.24%
20178.25%4.50%2.42%5.03%
2016-2.82%0.98%4.86%1.58%
20153.45%0.72%-8.97%7.26%
20140.55%4.76%-0.43%2.73%
201312.18%5.32%8.68%10.83%
201216.66%-7.67%5.14%6.60%
20112.50%-3.19%-20.81%8.29%
20104.04%-13.28%11.97%12.21%
2009-6.63%24.30%15.71%6.90%
2008-11.40%2.98%-19.85%-25.98%
20070.42%9.42%5.96%0.20%
20065.79%-1.97%3.03%8.71%
2005-2.40%1.97%9.76%5.87%
20045.16%2.49%-3.04%13.49%
2003-5.00%19.68%5.55%17.64%
2002-2.29%-14.88%-13.91%8.41%
2001-5.13%8.23%-20.07%14.21%
200014.72%-6.15%6.39%-4.98%
19999.78%16.05%-3.99%36.93%
199810.57%-4.60%-21.79%25.67%
19972.91%31.30%22.23%-6.11%
199615.24%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month80
3-Month72
1-Year77
3-Year95
5-Year89

Load Adjusted Returns

1-Year23.40%
3-Year5.70%
5-Year11.12%
10-Year10.00%