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Hartford Quality Value Fund (HVOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.76+0.02 (+0.09%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.46%
5-year average return6.15%
Number of years up10
Number of years down6
Best 1-yr total return (4 Oct 2023)45.02%
Worst 1-yr total return (4 Oct 2023)N/A
Best 3-yr total return45.02%
Worst 3-yr total return-0.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHVOIXCategory
YTD-3.46%4.44%
1-month-4.36%-4.04%
3-month-4.74%4.09%
1-year4.21%14.37%
3-year9.52%6.04%
5-year6.15%9.20%
10-year7.61%8.57%
Last bull market41.16%22.97%
Last bear market-10.30%-11.27%

Annual total return (%) history

Year
HVOIXCategory
2023
N/A11.63%
2022
-4.98%-5.90%
2021
27.87%26.22%
2020
2.51%2.91%
2019
29.80%25.04%
2018
-8.89%-8.53%
2017
11.66%15.94%
2016
17.73%14.81%
2015
-4.35%-4.05%
2014
8.38%10.21%
2013
32.53%31.21%
2012
18.27%14.57%
2011
-4.76%-0.75%
2010
17.52%13.66%
2009
45.02%24.13%
2008
-41.84%-37.09%
2007
-6.56%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.88%3.65%-3.49%N/A
20220.36%-10.30%-7.27%13.84%
202111.42%4.85%0.82%8.57%
2020-24.87%13.75%5.20%14.02%
201913.41%3.79%2.80%7.27%
2018-1.49%0.56%6.28%-13.46%
20173.23%1.33%2.43%4.21%
20160.31%3.72%6.70%6.05%
20151.87%0.68%-10.59%4.31%
20144.75%4.63%-2.58%1.50%
201311.37%5.04%4.56%8.35%
201214.36%-7.13%7.07%4.01%
20117.82%-2.27%-18.84%11.37%
20107.17%-12.69%11.98%12.15%
2009-9.96%25.72%20.46%6.35%
2008-14.85%-3.89%-10.24%-20.83%
20073.01%6.97%-3.41%-12.20%
20069.47%N/AN/AN/A

Rank in category (by total return)

YTD61
1-month2
3-month13
1-year58
3-year50
5-year35

Load adjusted returns

1-year-0.32%
3-year11.46%
5-year7.88%
10-year7.41%