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Hartford Dividend and Growth R5 (HDGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.45-0.03 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.45%
5-year average return12.20%
Number of years up13
Number of years down4
Best 1-yr total return (27 June 2024)31.35%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.35%
Worst 3-yr total return8.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDGTXCategory
YTD8.88%4.44%
1-month4.29%-4.04%
3-month6.09%4.09%
1-year22.27%14.37%
3-year8.25%6.04%
5-year13.65%9.20%
10-year10.77%8.57%
Last bull market20.68%22.97%
Last bear market-11.41%-11.27%

Annual total return (%) history

Year
HDGTXCategory
2024
N/AN/A
2023
14.09%11.63%
2022
-8.75%-5.90%
2021
31.25%26.22%
2020
7.96%2.91%
2019
28.13%25.04%
2018
-5.29%-8.53%
2017
18.11%15.94%
2016
14.61%14.81%
2015
-1.17%-4.05%
2014
12.63%10.21%
2013
31.35%31.21%
2012
13.33%14.57%
2011
1.20%-0.75%
2010
13.05%13.66%
2009
24.02%24.13%
2008
-31.69%-37.09%
2007
8.04%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%N/AN/AN/A
20230.76%5.54%-2.64%10.18%
2022-0.89%-11.41%-6.72%11.41%
202110.46%6.06%1.16%10.74%
2020-22.43%14.91%5.96%14.31%
201911.30%3.54%3.39%7.53%
2018-2.01%1.42%7.48%-11.34%
20174.21%2.57%4.19%6.06%
20161.17%2.71%3.33%6.74%
2015-0.03%0.01%-7.02%6.32%
20142.71%5.15%0.09%4.19%
201310.71%3.84%4.06%9.81%
201210.15%-2.64%5.27%0.39%
20115.93%-0.42%-14.47%12.17%
20104.86%-11.43%10.94%9.72%
2009-11.36%15.90%13.69%6.18%
2008-7.03%-1.92%-8.10%-18.49%
20071.19%7.56%2.26%-2.92%

Rank in category (by total return)

YTD31
1-month10
3-month12
1-year52
3-year18
5-year16

Load adjusted returns

1-year22.27%
3-year8.25%
5-year13.65%
10-year10.77%