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Hartford Quality Value Fund (HVOTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.08+0.02 (+0.09%)
At close: 09:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.44%
5-Year Average Return6.16%
Number of Years Up10
Number of Years Down6
Best 1 Yr Total Return (Oct 4, 2023)44.98%
Worst 1 Yr Total Return (Oct 4, 2023)N/A
Best 3-Yr Total Return44.98%
Worst 3-Yr Total Return-0.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHVOTXCategory
YTD-3.44%4.44%
1-Month-4.36%-4.04%
3-Month-4.72%4.09%
1-Year4.28%14.37%
3-Year9.55%6.04%
5-Year6.16%9.20%
10-Year7.61%8.57%
Last Bull Market41.20%22.97%
Last Bear Market-10.32%-11.27%

Annual Total Return (%) History

Year
HVOTXCategory
2023
N/A11.63%
2022
-4.91%-5.90%
2021
27.81%26.22%
2020
2.56%2.91%
2019
29.77%25.04%
2018
-8.95%-8.53%
2017
11.66%15.94%
2016
17.72%14.81%
2015
-4.34%-4.05%
2014
8.39%10.21%
2013
32.54%31.21%
2012
18.50%14.57%
2011
-4.70%-0.75%
2010
17.67%13.66%
2009
44.98%24.13%
2008
-41.74%-37.09%
2007
-6.53%1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.90%3.70%-3.50%N/A
20220.42%-10.32%-7.26%13.86%
202111.39%4.89%0.82%8.51%
2020-24.87%13.80%5.16%14.07%
201913.40%3.81%2.81%7.22%
2018-1.52%0.53%6.25%-13.45%
20173.25%1.33%2.42%4.21%
20160.29%3.69%6.72%6.08%
20151.85%0.76%-10.59%4.25%
20144.80%4.63%-2.59%1.49%
201311.40%5.05%4.58%8.30%
201214.44%-7.10%7.13%4.04%
20117.79%-2.20%-18.86%11.41%
20107.21%-12.62%11.97%12.18%
2009-10.01%25.87%20.44%6.27%
2008-14.78%-4.00%-10.08%-20.80%
20073.04%6.93%-3.42%-12.16%

Rank In Category (By Total Return)

YTD60
1-Month2
3-Month13
1-Year57
3-Year49
5-Year35

Load Adjusted Returns

1-Year-0.23%
3-Year11.50%
5-Year7.89%
10-Year7.40%