Australia markets closed

Hartford MidCap Value F (HMVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.56-0.16 (-0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.99%
5-year average return10.20%
Number of years up4
Number of years down2
Best 1-yr total return (24 June 2024)30.93%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return30.93%
Worst 3-yr total return4.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMVFXCategory
YTD5.66%21.28%
1-month3.79%-1.96%
3-month3.72%4.90%
1-year22.84%55.83%
3-year6.97%11.08%
5-year11.76%11.93%
10-year7.85%10.64%
Last bull market24.53%25.54%
Last bear market-13.95%-22.08%

Annual total return (%) history

Year
HMVFXCategory
2024
N/AN/A
2023
16.27%N/A
2022
-7.81%N/A
2021
28.50%N/A
2020
0.62%2.63%
2019
30.93%25.18%
2018
-14.41%-12.86%
2017
N/A13.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.53%N/AN/AN/A
20233.56%4.87%-4.21%11.76%
20221.17%-13.95%-5.00%11.46%
202113.10%3.35%-0.06%10.00%
2020-31.30%15.96%1.50%24.43%
201913.30%3.49%3.02%8.39%
2018-1.33%2.11%2.82%-17.39%
20170.07%4.51%4.71%N/A

Rank in category (by total return)

YTD55
1-month38
3-month49
1-year54
3-year19
5-year39

Load adjusted returns

1-year22.84%
3-year6.97%
5-year11.76%
10-year7.85%