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Hartford Dividend and Growth R4 (HDGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.40-0.48 (-1.30%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.83%
5-Year Average Return12.71%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 21, 2024)30.93%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return30.93%
Worst 3-Yr Total Return8.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHDGSXCategory
YTD4.26%4.44%
1-Month-2.78%-4.04%
3-Month4.38%4.09%
1-Year14.89%14.37%
3-Year6.91%6.04%
5-Year11.00%9.20%
10-Year10.14%8.57%
Last Bull Market20.58%22.97%
Last Bear Market-11.48%-11.27%

Annual Total Return (%) History

Year
HDGSXCategory
2024
N/AN/A
2023
13.72%11.63%
2022
-9.02%-5.90%
2021
30.86%26.22%
2020
7.64%2.91%
2019
27.71%25.04%
2018
-5.56%-8.53%
2017
17.74%15.94%
2016
14.26%14.81%
2015
-1.47%-4.05%
2014
12.33%10.21%
2013
30.93%31.21%
2012
12.98%14.57%
2011
0.90%-0.75%
2010
12.69%13.66%
2009
23.74%24.13%
2008
-31.89%-37.09%
2007
7.71%1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.23%N/AN/AN/A
20230.69%5.46%-2.74%10.12%
2022-0.97%-11.48%-6.79%11.35%
202110.38%5.98%1.10%10.65%
2020-22.46%14.79%5.89%14.20%
201911.22%3.47%3.28%7.45%
2018-2.09%1.35%7.39%-11.38%
20174.14%2.46%4.12%5.97%
20161.06%2.67%3.22%6.69%
2015-0.14%-0.07%-7.08%6.26%
20142.64%5.09%-0.03%4.17%
201310.60%3.81%3.94%9.71%
201210.09%-2.76%5.21%0.31%
20115.87%-0.50%-14.51%12.04%
20104.80%-11.51%10.81%9.66%
2009-11.37%15.75%13.64%6.13%
2008-7.13%-1.94%-8.21%-18.52%
20071.06%7.53%2.14%-2.97%

Rank In Category (By Total Return)

YTD58
1-Month12
3-Month40
1-Year46
3-Year35
5-Year21

Load Adjusted Returns

1-Year14.89%
3-Year6.91%
5-Year11.00%
10-Year10.14%