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Hartford Quality Value R3 (HVORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.54+0.03 (+0.13%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.77%
5-year average return5.57%
Number of years up10
Number of years down6
Best 1-yr total return (4 Oct 2023)44.27%
Worst 1-yr total return (4 Oct 2023)N/A
Best 3-yr total return44.27%
Worst 3-yr total return-0.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHVORXCategory
YTD-3.77%4.44%
1-month-4.38%-4.04%
3-month-4.79%4.09%
1-year3.77%14.37%
3-year8.96%6.04%
5-year5.57%9.20%
10-year6.99%8.57%
Last bull market40.50%22.97%
Last bear market-10.41%-11.27%

Annual total return (%) history

Year
HVORXCategory
2023
N/A11.63%
2022
-5.46%-5.90%
2021
27.14%26.22%
2020
1.91%2.91%
2019
29.01%25.04%
2018
-9.44%-8.53%
2017
10.95%15.94%
2016
17.05%14.81%
2015
-4.99%-4.05%
2014
7.75%10.21%
2013
31.79%31.21%
2012
17.80%14.57%
2011
-5.27%-0.75%
2010
16.92%13.66%
2009
44.27%24.13%
2008
-42.17%-37.09%
2007
-7.10%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.03%3.52%-3.49%N/A
20220.27%-10.41%-7.42%13.68%
202111.27%4.73%0.67%8.37%
2020-25.00%13.62%5.04%13.85%
201913.20%3.67%2.67%7.08%
2018-1.64%0.39%6.11%-13.58%
20173.04%1.20%2.27%4.04%
20160.18%3.57%6.49%5.94%
20151.67%0.62%-10.77%4.08%
20144.64%4.43%-2.72%1.35%
201311.23%4.86%4.46%8.17%
201214.25%-7.18%6.91%3.91%
20117.63%-2.36%-18.95%11.21%
20107.00%-12.73%11.81%11.99%
2009-10.09%25.67%20.31%6.12%
2008-14.96%-4.12%-10.27%-20.95%
20072.87%6.78%-3.53%-12.33%

Rank in category (by total return)

YTD63
1-month2
3-month13
1-year63
3-year57
5-year46

Load adjusted returns

1-year-0.69%
3-year10.92%
5-year7.30%
10-year6.79%