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Hartford MidCap C (HMDCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.09+0.07 (+0.54%)
At close: 06:06PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.56%
5-year average return4.39%
Number of years up19
Number of years down6
Best 1-yr total return (22 Apr 2024)37.97%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return37.97%
Worst 3-yr total return-2.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMDCXCategory
YTD7.64%10.80%
1-month2.45%4.43%
3-month7.64%7.00%
1-year15.32%48.17%
3-year-1.66%21.26%
5-year6.23%20.18%
10-year8.00%14.07%
Last bull market34.96%27.14%
Last bear market-18.08%-21.26%

Annual total return (%) history

Year
HMDCXCategory
2024
N/AN/A
2023
13.55%N/A
2022
-24.92%N/A
2021
8.73%N/A
2020
23.66%39.26%
2019
31.32%32.52%
2018
-8.36%-6.65%
2017
23.04%23.91%
2016
10.62%6.03%
2015
0.64%-0.95%
2014
9.95%7.00%
2013
37.97%34.93%
2012
18.02%14.07%
2011
-8.85%-3.96%
2010
22.18%24.61%
2009
29.03%39.11%
2008
-36.27%-43.77%
2007
13.87%15.09%
2006
10.34%9.00%
2005
15.45%9.84%
2004
15.15%13.23%
2003
35.06%35.96%
2002
-15.60%-27.24%
2001
-5.34%-19.98%
2000
23.99%-4.78%
1999
49.09%60.49%
1998
N/A18.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.64%N/AN/AN/A
20236.00%2.07%-6.40%12.13%
2022-10.60%-18.08%-5.56%8.55%
20214.92%2.75%-3.82%4.87%
2020-24.42%24.81%4.10%25.94%
201919.79%4.56%-1.61%6.56%
20183.13%3.65%4.29%-17.80%
20175.56%5.52%3.11%7.14%
20160.22%2.17%4.08%3.79%
20155.57%-0.58%-6.22%2.24%
20143.57%6.61%-5.00%4.83%
201313.64%2.53%8.82%8.82%
201216.29%-4.71%4.58%1.84%
20117.37%-1.01%-23.08%11.51%
20107.92%-8.57%9.96%12.62%
2009-5.48%12.37%14.93%5.69%
2008-9.90%7.17%-13.38%-23.80%
20074.77%10.60%0.72%-2.43%
20067.53%-4.44%-0.26%7.67%
2005-1.03%5.53%4.16%6.13%
20042.43%0.76%-0.89%12.58%
2003-1.64%17.65%3.06%13.24%
20024.09%-7.17%-18.55%7.24%
2001-12.60%10.59%-18.04%19.50%
200022.13%-2.20%9.99%-5.62%
19996.06%15.98%-6.52%29.66%
199827.45%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month57
3-month71
1-year89
3-year76
5-year94

Load adjusted returns

1-year14.32%
3-year-1.66%
5-year6.23%
10-year8.00%