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Hartford MidCap Value R5 (HMVTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.02-0.04 (-0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.20%
5-Year Average Return10.96%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (May 19, 2024)34.32%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return34.32%
Worst 3-Yr Total Return2.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHMVTXCategory
YTD1.79%21.28%
1-Month-4.40%-1.96%
3-Month3.29%4.90%
1-Year13.49%55.83%
3-Year5.61%11.08%
5-Year9.14%11.93%
10-Year7.50%10.64%
Last Bull Market24.46%25.54%
Last Bear Market-13.95%-22.08%

Annual Total Return (%) History

Year
HMVTXCategory
2024
N/AN/A
2023
16.11%N/A
2022
-7.89%N/A
2021
28.38%N/A
2020
0.48%2.63%
2019
30.74%25.18%
2018
-14.49%-12.86%
2017
13.36%13.22%
2016
12.70%18.06%
2015
-1.31%-5.41%
2014
7.98%9.31%
2013
34.32%35.14%
2012
24.70%16.60%
2011
-8.79%-3.96%
2010
N/A21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.48%N/AN/AN/A
20233.46%4.87%-4.26%11.76%
20221.12%-13.95%-5.03%11.46%
202113.07%3.35%-0.10%9.97%
2020-31.32%16.00%1.46%24.31%
201913.27%3.36%3.05%8.37%
2018-1.35%2.09%2.81%-17.40%
20173.65%0.00%4.46%4.70%
2016-0.41%1.31%5.17%6.21%
20155.96%-1.12%-9.87%4.52%
20144.56%3.96%-5.02%4.59%
201312.11%1.96%5.97%10.88%
201217.89%-5.44%6.40%5.14%
20116.45%-2.15%-22.34%12.75%
201013.71%13.81%N/AN/A

Rank In Category (By Total Return)

YTD62
1-Month25
3-Month61
1-Year59
3-Year31
5-Year39

Load Adjusted Returns

1-Year13.49%
3-Year5.61%
5-Year9.14%
10-Year7.50%