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Hartford Equity Income A (HQIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.53+0.04 (+0.20%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.75%
5-Year Average Return9.38%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)29.26%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.26%
Worst 3-Yr Total Return6.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHQIAXCategory
YTD4.97%4.44%
1-Month3.42%-4.04%
3-Month5.18%4.09%
1-Year16.88%14.37%
3-Year6.28%6.04%
5-Year10.90%9.20%
10-Year8.98%8.57%
Last Bull Market16.50%22.97%
Last Bear Market-7.60%-11.27%

Annual Total Return (%) History

Year
HQIAXCategory
2024
N/AN/A
2023
7.03%11.63%
2022
-0.68%-5.90%
2021
25.16%26.22%
2020
4.35%2.91%
2019
25.92%25.04%
2018
-7.99%-8.53%
2017
17.52%15.94%
2016
14.85%14.81%
2015
-0.70%-4.05%
2014
9.06%10.21%
2013
29.26%31.21%
2012
13.67%14.57%
2011
7.05%-0.75%
2010
14.46%13.66%
2009
18.37%24.13%
2008
-28.95%-37.09%
2007
6.72%1.42%
2006
20.63%18.15%
2005
4.98%5.95%
2004
9.52%12.97%
2003
N/A28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
2023-1.63%3.53%-2.86%8.18%
20220.40%-7.60%-5.01%12.71%
20219.12%5.54%-0.38%9.09%
2020-22.03%12.07%5.71%12.97%
201911.41%3.98%1.88%6.69%
2018-3.48%0.60%4.99%-9.74%
20174.27%2.51%4.12%5.60%
20162.37%4.75%2.08%4.92%
2015-0.09%-0.67%-6.15%6.61%
20141.92%4.67%-1.59%3.89%
201310.43%3.80%4.07%8.35%
20128.75%-1.41%5.49%0.50%
20115.84%0.88%-12.21%14.20%
20104.62%-9.90%10.67%9.71%
2009-14.27%14.49%14.40%5.41%
2008-7.61%-4.53%-4.56%-15.60%
20072.24%4.44%2.47%-2.47%
20064.53%2.26%5.83%6.63%
2005-0.13%0.62%4.24%0.23%
20040.10%0.09%1.23%7.98%
200312.87%N/AN/AN/A

Rank In Category (By Total Return)

YTD86
1-Month33
3-Month24
1-Year86
3-Year50
5-Year60

Load Adjusted Returns

1-Year10.45%
3-Year4.30%
5-Year9.65%
10-Year8.36%