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Hartford MidCap Value R4 (HMVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.91-0.13 (-0.72%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.76%
5-Year Average Return8.91%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jul 4, 2024)33.88%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return33.88%
Worst 3-Yr Total Return2.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHMVSXCategory
YTD3.01%21.28%
1-Month-2.32%-1.96%
3-Month-3.20%4.90%
1-Year10.12%55.83%
3-Year6.31%11.08%
5-Year9.38%11.93%
10-Year6.81%10.64%
Last Bull Market24.34%25.54%
Last Bear Market-14.02%-22.08%

Annual Total Return (%) History

Year
HMVSXCategory
2024
N/AN/A
2023
15.75%N/A
2022
-8.13%N/A
2021
27.97%N/A
2020
0.21%2.63%
2019
30.38%25.18%
2018
-14.78%-12.86%
2017
13.06%13.22%
2016
12.36%18.06%
2015
-1.68%-5.41%
2014
7.73%9.31%
2013
33.88%35.14%
2012
24.34%16.60%
2011
-9.06%-3.96%
2010
N/A21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.42%-3.20%N/AN/A
20233.40%4.72%-4.28%11.68%
20221.09%-14.02%-5.12%11.41%
202113.01%3.23%-0.16%9.86%
2020-31.35%15.88%1.40%24.22%
201913.21%3.33%2.96%8.25%
2018-1.43%1.99%2.72%-17.48%
20173.55%-0.06%4.45%4.60%
2016-0.48%1.25%5.09%6.11%
20155.81%-1.19%-9.90%4.38%
20144.53%3.93%-5.17%4.57%
201311.99%1.97%5.80%10.81%
201217.74%-5.46%6.34%5.04%
20116.29%-2.23%-22.31%12.64%
201013.62%13.85%N/AN/A

Rank In Category (By Total Return)

YTD63
1-Month66
3-Month33
1-Year65
3-Year26
5-Year47

Load Adjusted Returns

1-Year10.12%
3-Year6.31%
5-Year9.38%
10-Year6.81%