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Hartford Capital Appreciation C (HCACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.07+0.05 (+0.19%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.26%
5-year average return9.43%
Number of years up19
Number of years down6
Best 1-yr total return (24 June 2024)41.85%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return41.85%
Worst 3-yr total return3.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCACXCategory
YTD8.71%5.31%
1-month4.92%-4.19%
3-month2.60%3.90%
1-year22.01%20.31%
3-year3.38%6.48%
5-year10.14%11.78%
10-year8.61%10.96%
Last bull market24.69%25.56%
Last bear market-16.52%-15.11%

Annual total return (%) history

Year
HCACXCategory
2024
N/AN/A
2023
17.99%22.32%
2022
-18.55%-16.96%
2021
14.29%26.07%
2020
19.85%15.83%
2019
29.52%28.78%
2018
-5.60%-6.27%
2017
20.37%20.44%
2016
3.38%10.37%
2015
0.62%-1.07%
2014
6.55%10.96%
2013
40.72%31.50%
2012
19.30%14.96%
2011
-15.88%-1.27%
2010
12.11%14.01%
2009
41.85%28.17%
2008
-46.49%-37.79%
2007
15.32%6.16%
2006
14.86%14.17%
2005
14.30%5.88%
2004
17.23%10.02%
2003
39.47%27.05%
2002
-23.32%-22.25%
2001
-7.37%-13.50%
2000
7.61%-6.31%
1999
65.43%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.80%N/AN/AN/A
20235.13%6.31%-5.42%11.62%
2022-6.09%-16.52%-5.59%10.05%
20214.40%4.63%-1.12%5.82%
2020-21.66%21.72%10.44%13.81%
201915.39%5.73%-0.33%6.52%
20180.79%3.77%4.38%-13.52%
20177.93%4.22%2.13%4.77%
2016-3.09%0.71%4.57%1.30%
20153.18%0.44%-9.22%6.94%
20140.27%4.46%-0.70%2.45%
201311.87%5.01%8.35%10.55%
201216.31%-7.94%4.82%6.29%
20112.21%-3.47%-21.04%7.97%
20103.76%-13.50%11.62%11.90%
2009-6.93%23.96%15.38%6.57%
2008-11.62%2.68%-20.05%-26.24%
20070.12%9.12%5.67%-0.10%
20065.49%-2.24%2.74%8.42%
2005-2.69%1.67%9.45%5.55%
20044.84%2.20%-3.32%13.16%
2003-5.32%19.33%5.25%17.28%
2002-2.63%-15.10%-14.18%8.07%
2001-5.36%7.93%-20.33%13.83%
200014.41%-6.47%6.12%-5.24%
19999.41%15.70%-4.25%36.48%
199825.42%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month31
3-month69
1-year79
3-year95
5-year94

Load adjusted returns

1-year21.01%
3-year3.38%
5-year10.14%
10-year8.61%