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Hartford MidCap Value I (HMVJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.60+0.08 (+0.48%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.17%
5-Year Average Return9.73%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)34.30%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.30%
Worst 3-Yr Total Return2.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHMVJXCategory
YTD5.59%21.28%
1-Month3.79%-1.96%
3-Month3.72%4.90%
1-Year22.73%55.83%
3-Year6.87%11.08%
5-Year11.67%11.93%
10-Year7.71%10.64%
Last Bull Market24.50%25.54%
Last Bear Market-13.95%-22.08%

Annual Total Return (%) History

Year
HMVJXCategory
2024
N/AN/A
2023
16.15%N/A
2022
-7.82%N/A
2021
28.34%N/A
2020
0.51%2.63%
2019
30.79%25.18%
2018
-14.45%-12.86%
2017
13.17%13.22%
2016
12.57%18.06%
2015
-1.35%-5.41%
2014
8.02%9.31%
2013
34.30%35.14%
2012
24.61%16.60%
2011
-8.84%-3.96%
2010
N/A21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.46%N/AN/AN/A
20233.49%4.80%-4.21%11.80%
20221.17%-13.95%-5.00%11.45%
202113.02%3.35%-0.06%9.93%
2020-31.34%15.96%1.50%24.37%
201913.29%3.42%3.02%8.37%
2018-1.33%2.05%2.82%-17.38%
20173.56%0.00%4.45%4.62%
2016-0.44%1.32%5.15%6.13%
20155.92%-1.13%-9.90%4.56%
20144.55%3.99%-5.06%4.65%
201312.09%1.99%5.93%10.90%
201217.79%-5.46%6.46%5.12%
20116.41%-2.17%-22.33%12.75%
201013.70%13.88%N/AN/A

Rank In Category (By Total Return)

YTD56
1-Month38
3-Month49
1-Year55
3-Year21
5-Year40

Load Adjusted Returns

1-Year22.73%
3-Year6.87%
5-Year11.67%
10-Year7.71%