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Hartford MidCap Value R3 (HMVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.480.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.70%
5-Year Average Return9.17%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)33.46%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return33.46%
Worst 3-Yr Total Return2.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHMVRXCategory
YTD5.35%21.28%
1-Month3.70%-1.96%
3-Month3.52%4.90%
1-Year21.94%55.83%
3-Year6.21%11.08%
5-Year10.97%11.93%
10-Year7.07%10.64%
Last Bull Market24.21%25.54%
Last Bear Market-14.09%-22.08%

Annual Total Return (%) History

Year
HMVRXCategory
2024
N/AN/A
2023
15.38%N/A
2022
-8.38%N/A
2021
27.55%N/A
2020
-0.13%2.63%
2019
30.05%25.18%
2018
-15.05%-12.86%
2017
12.64%13.22%
2016
12.05%18.06%
2015
-1.91%-5.41%
2014
7.35%9.31%
2013
33.46%35.14%
2012
23.97%16.60%
2011
-9.37%-3.96%
2010
N/A21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.35%N/AN/AN/A
20233.31%4.68%-4.36%11.55%
20221.01%-14.09%-5.14%11.30%
202112.91%3.20%-0.27%9.77%
2020-31.42%15.76%1.35%24.12%
201913.16%3.26%2.82%8.24%
2018-1.52%1.91%2.66%-17.55%
20173.47%-0.19%4.39%4.49%
2016-0.56%1.20%5.01%6.04%
20155.80%-1.26%-10.00%4.34%
20144.44%3.84%-5.21%4.43%
201311.88%1.91%5.76%10.67%
201217.68%-5.55%6.28%4.94%
20116.21%-2.31%-22.38%12.53%
201013.52%13.77%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month39
3-Month54
1-Year61
3-Year29
5-Year50

Load Adjusted Returns

1-Year21.94%
3-Year6.21%
5-Year10.97%
10-Year7.07%