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Hartford MidCap R4 (HFMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.27+0.17 (+0.50%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.73%
5-year average return7.34%
Number of years up11
Number of years down3
Best 1-yr total return (26 Mar 2024)39.01%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return39.01%
Worst 3-yr total return-1.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFMSXCategory
YTD5.22%10.80%
1-month5.85%4.43%
3-month13.98%7.00%
1-year13.38%48.17%
3-year-1.59%21.26%
5-year6.77%20.18%
10-year8.32%14.07%
Last bull market35.75%27.14%
Last bear market-17.97%-21.26%

Annual total return (%) history

Year
HFMSXCategory
2023
14.37%N/A
2022
-24.39%N/A
2021
9.51%N/A
2020
24.58%39.26%
2019
32.23%32.52%
2018
-7.66%-6.65%
2017
23.92%23.91%
2016
11.41%6.03%
2015
1.36%-0.95%
2014
10.71%7.00%
2013
39.01%34.93%
2012
18.90%14.07%
2011
-8.16%-3.96%
2010
23.10%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.17%2.29%-6.27%12.35%
2022-10.45%-17.97%-5.32%8.70%
20215.09%2.91%-3.64%5.09%
2020-24.28%25.01%4.30%26.18%
201919.94%4.75%-1.42%6.76%
20183.35%3.80%4.47%-17.62%
20175.78%5.66%3.33%7.31%
20160.45%2.30%4.29%3.95%
20155.79%-0.43%-6.03%2.41%
20143.77%6.76%-4.82%4.99%
201313.82%2.75%9.06%8.99%
201216.51%-4.56%4.78%2.05%
20117.52%-0.78%-22.95%11.73%
20108.13%-8.37%10.12%12.82%
200915.12%5.94%N/AN/A

Rank in category (by total return)

YTD66
1-month71
3-month63
1-year88
3-year70
5-year91

Load adjusted returns

1-year13.38%
3-year-1.59%
5-year6.77%
10-year8.32%