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Hartford Quality Value Y (HVOYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.25+0.03 (+0.13%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.39%
5-year average return6.20%
Number of years up14
Number of years down6
Best 1-yr total return (4 Oct 2023)45.06%
Worst 1-yr total return (4 Oct 2023)N/A
Best 3-yr total return45.06%
Worst 3-yr total return-0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHVOYXCategory
YTD-3.39%4.44%
1-month-4.36%-4.04%
3-month-4.71%4.09%
1-year4.34%14.37%
3-year9.60%6.04%
5-year6.20%9.20%
10-year7.68%8.57%
Last bull market41.22%22.97%
Last bear market-10.27%-11.27%

Annual total return (%) history

Year
HVOYXCategory
2023
N/A11.63%
2022
-4.89%-5.90%
2021
27.90%26.22%
2020
2.57%2.91%
2019
29.76%25.04%
2018
-8.89%-8.53%
2017
11.72%15.94%
2016
17.87%14.81%
2015
-4.24%-4.05%
2014
8.41%10.21%
2013
32.63%31.21%
2012
18.37%14.57%
2011
-4.64%-0.75%
2010
17.73%13.66%
2009
45.06%24.13%
2008
-41.73%-37.09%
2007
-6.13%1.42%
2006
17.99%18.15%
2005
7.80%5.95%
2004
18.15%12.97%
2003
41.06%28.44%
2002
N/A-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.86%3.65%-3.45%N/A
20220.38%-10.27%-7.25%13.86%
202111.38%4.88%0.85%8.56%
2020-24.89%13.85%5.15%14.07%
201913.44%3.80%2.81%7.20%
2018-1.47%0.53%6.24%-13.41%
20173.24%1.37%2.46%4.19%
20160.29%3.79%6.69%6.13%
20151.90%0.76%-10.57%4.29%
20144.78%4.61%-2.53%1.48%
201311.43%5.04%4.56%8.38%
201214.45%-7.21%7.10%4.07%
20117.83%-2.19%-18.84%11.40%
20107.27%-12.64%12.00%12.16%
2009-9.98%25.76%20.48%6.34%
2008-14.79%-3.90%-10.11%-20.83%
20073.49%6.90%-3.41%-12.15%
20065.37%-1.04%3.57%9.26%
2005-1.08%2.63%1.50%4.61%
20043.45%1.23%-1.22%14.21%
2003-5.50%21.84%5.61%16.01%
2002-17.10%-18.23%10.92%N/A

Rank in category (by total return)

YTD53
1-month1
3-month8
1-year50
3-year44
5-year32

Load adjusted returns

1-year0.40%
3-year11.77%
5-year8.06%
10-year7.53%