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Hartford MidCap R5 (HFMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.87-0.10 (-0.29%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.53%
5-Year Average Return6.27%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)39.39%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return39.39%
Worst 3-Yr Total Return-1.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHFMTXCategory
YTD0.86%10.80%
1-Month-6.57%4.43%
3-Month1.43%7.00%
1-Year10.61%48.17%
3-Year-4.04%21.26%
5-Year5.10%20.18%
10-Year8.45%14.07%
Last Bull Market28.94%27.14%
Last Bear Market-17.90%-21.26%

Annual Total Return (%) History

Year
HFMTXCategory
2024
N/AN/A
2023
14.69%N/A
2022
-24.15%N/A
2021
9.82%N/A
2020
24.96%39.26%
2019
32.65%32.52%
2018
-7.41%-6.65%
2017
24.31%23.91%
2016
11.76%6.03%
2015
1.66%-0.95%
2014
11.04%7.00%
2013
39.39%34.93%
2012
19.23%14.07%
2011
-7.86%-3.96%
2010
23.46%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.95%N/AN/AN/A
20236.22%2.36%-6.18%12.43%
2022-10.37%-17.90%-5.30%8.84%
20215.16%2.99%-3.57%5.16%
2020-24.24%25.11%4.37%26.31%
201920.05%4.86%-1.37%6.84%
20183.41%3.90%4.54%-17.57%
20175.86%5.73%3.40%7.40%
20160.51%2.41%4.35%4.05%
20155.85%-0.33%-5.98%2.48%
20143.85%6.83%-4.74%5.07%
201313.88%2.82%9.12%9.10%
201216.52%-4.45%4.84%2.14%
20117.61%-0.73%-22.93%11.92%
20108.21%-8.35%10.25%12.91%
200915.24%5.98%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month66
3-Month75
1-Year84
3-Year69
5-Year89

Load Adjusted Returns

1-Year10.61%
3-Year-4.04%
5-Year5.10%
10-Year8.45%