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Hartford MidCap Value A (HMVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.15-0.12 (-0.74%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.76%
5-year average return8.93%
Number of years up16
Number of years down6
Best 1-yr total return (4 July 2024)43.64%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return43.64%
Worst 3-yr total return2.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMVAXCategory
YTD3.02%21.28%
1-month-2.33%-1.96%
3-month-3.14%4.90%
1-year10.16%55.83%
3-year6.35%11.08%
5-year9.38%11.93%
10-year6.81%10.64%
Last bull market24.34%25.54%
Last bear market-14.00%-22.08%

Annual total return (%) history

Year
HMVAXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-8.17%N/A
2021
28.00%N/A
2020
0.15%2.63%
2019
30.32%25.18%
2018
-14.74%-12.86%
2017
13.03%13.22%
2016
12.31%18.06%
2015
-1.70%-5.41%
2014
7.64%9.31%
2013
33.83%35.14%
2012
24.14%16.60%
2011
-9.10%-3.96%
2010
24.26%21.92%
2009
43.64%35.41%
2008
-40.46%-36.77%
2007
1.79%0.83%
2006
17.04%15.87%
2005
9.61%8.82%
2004
15.54%17.85%
2003
42.49%33.85%
2002
-13.49%-13.25%
2001
N/A6.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.36%-3.14%N/AN/A
20233.47%4.73%-4.27%11.69%
20221.07%-14.00%-5.12%11.35%
202113.02%3.21%-0.12%9.86%
2020-31.37%15.82%1.43%24.21%
201913.15%3.37%2.90%8.28%
2018-1.46%2.00%2.72%-17.43%
20173.58%-0.07%4.41%4.59%
2016-0.52%1.26%5.11%6.07%
20155.81%-1.20%-9.90%4.37%
20144.44%3.95%-5.15%4.52%
201312.01%1.92%5.80%10.80%
201217.69%-5.55%6.30%5.06%
20116.34%-2.25%-22.41%12.71%
20109.68%-12.32%13.61%13.73%
2009-9.62%22.47%22.21%6.19%
2008-14.86%-0.96%-10.42%-21.19%
20076.96%8.42%-2.68%-9.81%
20067.79%-1.50%1.31%8.81%
2005-0.99%2.31%3.69%4.35%
20043.43%2.21%-2.55%12.15%
2003-5.01%20.83%7.61%15.36%
20027.85%-7.00%-20.08%7.91%
2001-18.04%20.07%N/AN/A

Rank in category (by total return)

YTD63
1-month66
3-month33
1-year65
3-year26
5-year46

Load adjusted returns

1-year4.10%
3-year4.37%
5-year8.15%
10-year6.20%