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Hartford Dividend and Growth HLS IB (HDGBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.60+0.20 (+0.85%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.37%
5-Year Average Return11.16%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2024)31.68%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return31.68%
Worst 3-Yr Total Return8.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHDGBXCategory
YTD7.31%17.52%
1-Month4.56%-0.87%
3-Month7.31%5.51%
1-Year21.39%42.88%
3-Year9.75%11.93%
5-Year12.57%12.07%
10-Year10.79%10.95%
Last Bull Market43.73%23.18%
Last Bear Market-11.72%-17.87%

Annual Total Return (%) History

Year
HDGBXCategory
2024
N/AN/A
2023
13.89%N/A
2022
-9.15%N/A
2021
31.68%N/A
2020
7.45%2.91%
2019
28.30%25.04%
2018
-5.56%-8.53%
2017
18.11%15.94%
2016
14.58%14.81%
2015
-1.41%-4.05%
2014
12.68%10.21%
2013
31.58%31.21%
2012
13.31%14.57%
2011
1.06%-0.75%
2010
12.93%13.66%
2009
24.36%24.13%
2008
-32.60%-37.09%
2007
7.94%1.42%
2006
20.06%18.15%
2005
5.70%5.95%
2004
12.14%12.97%
2003
26.48%28.44%
2002
-14.42%-18.69%
2001
-4.21%-4.99%
2000
10.76%7.87%
1999
5.12%6.72%
1998
N/A12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.31%N/AN/AN/A
20230.69%5.54%-2.73%10.19%
2022-0.91%-11.72%-6.81%11.46%
202110.62%6.15%1.14%10.87%
2020-22.95%15.01%5.88%14.52%
201911.50%3.48%3.33%7.61%
2018-2.10%1.37%7.57%-11.54%
20174.18%2.53%4.24%6.08%
20161.14%2.78%3.32%6.68%
2015-0.15%0.00%-7.13%6.32%
20142.70%5.16%0.03%4.30%
201310.81%3.83%4.04%9.92%
201210.30%-2.80%5.26%0.41%
20116.00%-0.45%-14.73%12.32%
20104.88%-11.68%11.11%9.74%
2009-11.63%16.07%14.12%6.24%
2008-7.22%-2.04%-8.40%-19.04%
20071.16%7.68%2.19%-3.04%
20064.68%0.56%5.60%8.00%
2005-0.95%0.09%5.41%1.14%
20040.86%1.70%0.25%9.05%
2003-5.60%15.37%2.00%13.85%
20024.67%-8.50%-18.80%10.03%
2001-5.54%4.28%-8.93%6.79%
20000.68%-2.26%6.74%5.45%
19990.17%6.94%-8.10%6.78%
1998-7.54%13.40%N/AN/A

Rank In Category (By Total Return)

YTD76
1-Month68
3-Month76
1-Year45
3-Year37
5-Year23

Load Adjusted Returns

1-Year21.39%
3-Year9.75%
5-Year12.57%
10-Year10.79%