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Hartford MidCap Y (HMDYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.78-0.07 (-0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.70%
5-year average return6.47%
Number of years up20
Number of years down6
Best 1-yr total return (15 May 2024)39.59%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return39.59%
Worst 3-yr total return-1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMDYXCategory
YTD0.88%10.80%
1-month-6.55%4.43%
3-month1.47%7.00%
1-year10.63%48.17%
3-year-4.00%21.26%
5-year5.15%20.18%
10-year8.53%14.07%
Last bull market28.93%27.14%
Last bear market-17.87%-21.26%

Annual total return (%) history

Year
HMDYXCategory
2024
N/AN/A
2023
14.69%N/A
2022
-24.11%N/A
2021
9.90%N/A
2020
25.05%39.26%
2019
32.68%32.52%
2018
-7.32%-6.65%
2017
24.36%23.91%
2016
11.91%6.03%
2015
1.75%-0.95%
2014
11.14%7.00%
2013
39.59%34.93%
2012
19.36%14.07%
2011
-7.80%-3.96%
2010
23.60%24.61%
2009
30.54%39.11%
2008
-35.54%-43.77%
2007
15.17%15.09%
2006
11.56%9.00%
2005
16.78%9.84%
2004
16.54%13.23%
2003
36.59%35.96%
2002
-14.56%-27.24%
2001
-4.18%-19.98%
2000
25.43%-4.78%
1999
50.73%60.49%
1998
23.62%18.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.94%N/AN/AN/A
20236.22%2.35%-6.17%12.43%
2022-10.36%-17.87%-5.28%8.84%
20215.16%3.02%-3.55%5.17%
2020-24.21%25.10%4.40%26.32%
201920.05%4.87%-1.36%6.85%
20183.44%3.92%4.55%-17.54%
20175.85%5.78%3.38%7.43%
20160.55%2.43%4.39%4.09%
20155.89%-0.33%-5.94%2.50%
20143.87%6.84%-4.72%5.12%
201313.95%2.85%9.17%9.11%
201216.60%-4.44%4.87%2.15%
20117.64%-0.69%-22.91%11.89%
20108.26%-8.34%10.29%12.94%
2009-5.22%12.72%15.24%6.04%
2008-9.67%7.46%-13.08%-23.59%
20075.09%10.86%1.01%-2.13%
20067.84%-4.19%0.00%7.98%
2005-0.75%5.84%4.47%6.41%
20042.79%1.01%-0.56%12.88%
2003-1.41%18.03%3.38%13.55%
20024.36%-6.85%-18.32%7.61%
2001-12.37%10.91%-17.77%19.91%
200022.46%-1.87%10.27%-5.34%
19996.32%16.37%-6.28%29.99%
199810.71%3.98%-13.83%24.62%

Rank in category (by total return)

YTD65
1-month65
3-month74
1-year84
3-year68
5-year89

Load adjusted returns

1-year10.63%
3-year-4.00%
5-year5.15%
10-year8.53%