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Hartford Equity Income I (HQIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.87-0.05 (-0.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.40%
5-Year Average Return10.75%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 20, 2024)29.66%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return29.66%
Worst 3-Yr Total Return6.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHQIIXCategory
YTD1.57%4.44%
1-Month-2.96%-4.04%
3-Month3.93%4.09%
1-Year8.72%14.37%
3-Year6.24%6.04%
5-Year9.31%9.20%
10-Year9.00%8.57%
Last Bull Market16.61%22.97%
Last Bear Market-7.51%-11.27%

Annual Total Return (%) History

Year
HQIIXCategory
2024
N/AN/A
2023
7.23%11.63%
2022
-0.45%-5.90%
2021
25.48%26.22%
2020
4.62%2.91%
2019
26.19%25.04%
2018
-7.74%-8.53%
2017
17.77%15.94%
2016
15.16%14.81%
2015
-0.44%-4.05%
2014
9.34%10.21%
2013
29.66%31.21%
2012
13.98%14.57%
2011
7.31%-0.75%
2010
14.74%13.66%
2009
18.63%24.13%
2008
-28.66%-37.09%
2007
7.03%1.42%
2006
N/A18.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.67%N/AN/AN/A
2023-1.58%3.63%-2.83%8.20%
20220.46%-7.51%-4.99%12.77%
20219.20%5.60%-0.32%9.17%
2020-21.96%12.09%5.82%13.01%
201911.46%4.02%1.96%6.75%
2018-3.43%0.67%5.09%-9.69%
20174.30%2.58%4.19%5.64%
20162.45%4.78%2.16%5.00%
2015-0.03%-0.61%-6.12%6.72%
20141.99%4.70%-1.48%3.92%
201310.48%3.88%4.16%8.46%
20128.79%-1.34%5.59%0.58%
20115.94%0.89%-12.12%14.24%
20104.71%-9.86%10.68%9.83%
2009-14.24%14.49%14.54%5.48%
2008-7.50%-4.55%-4.41%-15.47%
20072.36%4.54%2.49%-2.40%
20066.75%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month16
3-Month55
1-Year85
3-Year47
5-Year47

Load Adjusted Returns

1-Year8.72%
3-Year6.24%
5-Year9.31%
10-Year9.00%