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Hartford Quality Value A (HVOAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.12+0.03 (+0.14%)
At close: 09:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.62%
5-Year Average Return5.83%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (Oct 4, 2023)44.73%
Worst 1 Yr Total Return (Oct 4, 2023)N/A
Best 3-Yr Total Return44.73%
Worst 3-Yr Total Return-0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHVOAXCategory
YTD-3.62%4.44%
1-Month-4.37%-4.04%
3-Month-4.75%4.09%
1-Year4.03%14.37%
3-Year9.21%6.04%
5-Year5.83%9.20%
10-Year7.27%8.57%
Last Bull Market40.79%22.97%
Last Bear Market-10.34%-11.27%

Annual Total Return (%) History

Year
HVOAXCategory
2023
N/A11.63%
2022
-5.24%-5.90%
2021
27.43%26.22%
2020
2.22%2.91%
2019
29.35%25.04%
2018
-9.25%-8.53%
2017
11.37%15.94%
2016
17.32%14.81%
2015
-4.66%-4.05%
2014
7.99%10.21%
2013
32.09%31.21%
2012
18.08%14.57%
2011
-5.11%-0.75%
2010
17.21%13.66%
2009
44.73%24.13%
2008
-41.96%-37.09%
2007
-6.85%1.42%
2006
17.75%18.15%
2005
7.51%5.95%
2004
17.90%12.97%
2003
40.85%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.98%3.59%-3.52%N/A
20220.27%-10.34%-7.34%13.73%
202111.28%4.82%0.73%8.46%
2020-24.95%13.68%5.13%13.97%
201913.33%3.68%2.76%7.13%
2018-1.57%0.45%6.15%-13.54%
20173.13%1.32%2.35%4.15%
20160.18%3.61%6.62%6.00%
20151.74%0.67%-10.68%4.20%
20144.69%4.53%-2.69%1.42%
201311.29%4.92%4.51%8.25%
201214.34%-7.19%7.06%3.93%
20117.73%-2.32%-18.93%11.24%
20107.10%-12.65%11.86%12.01%
2009-9.97%25.71%20.45%6.17%
2008-14.85%-4.02%-10.24%-20.89%
20072.98%6.85%-3.49%-12.29%
20065.23%-1.17%3.55%9.34%
2005-1.15%2.59%1.45%4.49%
20043.47%1.17%-1.30%14.11%
2003-5.53%21.73%5.64%15.94%
2002-17.18%-18.35%10.59%N/A

Rank In Category (By Total Return)

YTD62
1-Month2
3-Month13
1-Year61
3-Year53
5-Year41

Load Adjusted Returns

1-Year-5.95%
3-Year9.09%
5-Year6.35%
10-Year6.47%