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Hartford Disciplined Equity HLS IA (HIAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.41-0.29 (-1.40%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.76%
5-Year Average Return12.57%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Apr 28, 2024)35.82%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return35.82%
Worst 3-Yr Total Return6.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHIAGXCategory
YTD11.88%14.84%
1-Month2.98%1.65%
3-Month11.88%7.55%
1-Year28.79%40.47%
3-Year9.02%16.77%
5-Year13.94%16.15%
10-Year12.86%13.21%
Last Bull Market37.15%24.09%
Last Bear Market-15.30%-17.61%

Annual Total Return (%) History

Year
HIAGXCategory
2024
N/AN/A
2023
21.24%N/A
2022
-18.96%N/A
2021
25.52%N/A
2020
18.04%15.83%
2019
34.12%28.78%
2018
-1.99%-6.27%
2017
21.92%20.44%
2016
5.76%10.37%
2015
6.83%-1.07%
2014
16.18%10.96%
2013
35.82%31.50%
2012
17.62%14.96%
2011
1.15%-1.27%
2010
14.04%14.01%
2009
25.65%28.17%
2008
-37.27%-37.79%
2007
8.34%6.16%
2006
12.45%14.17%
2005
6.58%5.88%
2004
8.41%10.02%
2003
28.82%27.05%
2002
-24.65%-22.25%
2001
-8.02%-13.50%
2000
-5.64%-6.31%
1999
21.82%20.16%
1998
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.88%N/AN/AN/A
20235.32%6.98%-3.64%11.68%
2022-6.57%-15.30%-4.19%6.88%
20216.49%7.29%-0.30%10.19%
2020-19.79%19.44%9.87%12.15%
201913.76%5.37%2.47%9.20%
20180.97%2.70%7.63%-12.19%
20176.22%3.69%2.78%7.70%
2016-0.06%2.44%1.40%1.88%
20153.67%0.97%-4.21%6.55%
20142.18%4.69%1.17%7.36%
201310.53%3.55%7.22%10.67%
201214.13%-2.99%6.58%-0.33%
20116.77%0.93%-14.40%9.66%
20104.68%-11.97%11.42%11.08%
2009-8.29%14.28%13.72%5.42%
2008-12.29%0.03%-9.50%-21.00%
20071.59%7.03%0.37%-0.72%
20063.46%-1.65%4.44%5.81%
2005-1.76%2.98%4.48%0.82%
20041.23%0.94%-2.92%9.29%
2003-4.14%14.74%3.68%12.97%
2002-1.55%-15.41%-16.48%8.34%
2001-8.79%6.98%-15.51%11.57%
20004.61%-2.80%-0.20%-7.02%
19994.29%7.72%-6.23%15.65%
1998-7.56%23.76%N/AN/A

Rank In Category (By Total Return)

YTD18
1-Month73
3-Month18
1-Year50
3-Year73
5-Year55

Load Adjusted Returns

1-Year28.79%
3-Year9.02%
5-Year13.94%
10-Year12.86%