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Hartford Dividend and Growth R3 (HDGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.70+0.01 (+0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.16%
5-Year Average Return10.66%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)30.52%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return30.52%
Worst 3-Yr Total Return7.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHDGRXCategory
YTD7.13%17.52%
1-Month4.50%-0.87%
3-Month7.13%5.51%
1-Year20.73%42.88%
3-Year9.23%11.93%
5-Year12.06%12.07%
10-Year10.24%10.95%
Last Bull Market42.29%23.18%
Last Bear Market-11.56%-17.87%

Annual Total Return (%) History

Year
HDGRXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-9.28%N/A
2021
30.41%N/A
2020
7.33%2.91%
2019
27.36%25.04%
2018
-5.89%-8.53%
2017
17.37%15.94%
2016
13.90%14.81%
2015
-1.73%-4.05%
2014
11.96%10.21%
2013
30.52%31.21%
2012
12.64%14.57%
2011
0.62%-0.75%
2010
12.35%13.66%
2009
23.21%24.13%
2008
-32.18%-37.09%
2007
7.39%1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.13%N/AN/AN/A
20230.62%5.39%-2.81%10.03%
2022-1.01%-11.56%-6.83%11.22%
202110.28%5.91%0.99%10.56%
2020-22.52%14.73%5.81%14.11%
201911.18%3.37%3.19%7.39%
2018-2.18%1.32%7.28%-11.49%
20174.05%2.40%4.03%5.90%
20160.94%2.61%3.16%6.61%
2015-0.22%-0.15%-7.11%6.18%
20142.57%4.98%-0.07%4.04%
201310.56%3.66%3.88%9.63%
20129.99%-2.80%5.10%0.24%
20115.76%-0.57%-14.58%12.01%
20104.75%-11.65%10.79%9.57%
2009-11.51%15.70%13.51%6.01%
2008-7.22%-2.12%-8.26%-18.59%
20071.04%7.45%2.05%-3.07%

Rank In Category (By Total Return)

YTD79
1-Month70
3-Month79
1-Year50
3-Year45
5-Year29

Load Adjusted Returns

1-Year20.73%
3-Year9.23%
5-Year12.06%
10-Year10.24%