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Hartford Healthcare I (HGHIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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42.92+0.31 (+0.73%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.22%
5-Year Average Return9.19%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Jun 20, 2024)49.95%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return49.95%
Worst 3-Yr Total Return0.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHGHIXCategory
YTD5.12%7.95%
1-Month2.24%4.81%
3-Month-0.09%7.18%
1-Year12.09%30.16%
3-Year0.80%16.10%
5-Year10.22%15.71%
10-Year9.76%15.27%
Last Bull Market21.11%23.06%
Last Bear Market-9.52%-13.88%

Annual Total Return (%) History

Year
HGHIXCategory
2024
N/AN/A
2023
4.06%N/A
2022
-11.48%N/A
2021
10.24%N/A
2020
22.91%27.63%
2019
33.69%26.23%
2018
-2.74%-0.40%
2017
21.94%24.31%
2016
-8.33%-10.60%
2015
12.97%8.05%
2014
26.80%27.25%
2013
49.95%48.17%
2012
20.14%21.55%
2011
8.03%7.66%
2010
6.69%8.38%
2009
21.74%22.48%
2008
-25.27%-23.43%
2007
5.92%9.27%
2006
N/A4.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
2023-3.72%5.83%-5.87%8.48%
2022-7.55%-9.52%-4.52%10.84%
2021-0.48%8.76%-2.02%3.95%
2020-13.37%21.03%6.12%10.46%
201914.15%1.49%-3.48%19.56%
20181.62%3.81%9.28%-15.64%
201712.71%8.15%1.52%-1.46%
2016-12.42%7.04%2.73%-4.82%
20159.55%5.20%-11.78%11.10%
20147.28%4.38%1.38%11.69%
201315.99%4.96%10.20%11.78%
201214.57%1.47%4.99%-1.57%
20118.46%8.96%-14.85%7.35%
20107.83%-13.21%8.79%4.80%
2009-9.28%11.22%12.83%6.94%
2008-12.08%3.94%-1.52%-16.97%
20071.42%2.81%3.11%-1.48%
20064.84%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month63
3-Month29
1-Year31
3-Year48
5-Year37

Load Adjusted Returns

1-Year12.09%
3-Year0.80%
5-Year10.22%
10-Year9.76%