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Hartford MidCap R3 (HFMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.52-0.08 (-0.27%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.31%
5-year average return5.62%
Number of years up11
Number of years down3
Best 1-yr total return (30 May 2024)38.58%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return38.58%
Worst 3-yr total return-2.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFMRXCategory
YTD0.68%10.80%
1-month-6.62%4.43%
3-month1.30%7.00%
1-year9.95%48.17%
3-year-4.62%21.26%
5-year4.45%20.18%
10-year7.79%14.07%
Last bull market28.63%27.14%
Last bear market-18.02%-21.26%

Annual total return (%) history

Year
HFMRXCategory
2024
N/AN/A
2023
13.97%N/A
2022
-24.62%N/A
2021
9.16%N/A
2020
24.20%39.26%
2019
31.83%32.52%
2018
-7.97%-6.65%
2017
23.53%23.91%
2016
11.06%6.03%
2015
1.07%-0.95%
2014
10.39%7.00%
2013
38.58%34.93%
2012
18.48%14.07%
2011
-8.45%-3.96%
2010
22.72%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.82%N/AN/AN/A
20236.07%2.22%-6.33%12.23%
2022-10.51%-18.02%-5.43%8.66%
20215.00%2.84%-3.72%5.00%
2020-24.32%24.88%4.24%26.07%
201919.88%4.69%-1.51%6.65%
20183.26%3.74%4.39%-17.70%
20175.71%5.57%3.21%7.24%
20160.35%2.26%4.19%3.89%
20155.70%-0.48%-6.14%2.36%
20143.70%6.71%-4.91%4.91%
201313.77%2.67%8.95%8.90%
201216.40%-4.61%4.69%1.93%
20117.43%-0.86%-23.06%11.71%
20108.04%-8.49%10.06%12.78%
200915.06%5.83%N/AN/A

Rank in category (by total return)

YTD68
1-month68
3-month77
1-year89
3-year71
5-year92

Load adjusted returns

1-year9.95%
3-year-4.62%
5-year4.45%
10-year7.79%