Back to top
Hartford Climate Opportunities Fund Class F: (MF: HEOFX)
(NASDAQ Mutual Funds) As of Oct 10, 2024 08:00 PM ET
$17.57 USD
-0.16 (-0.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.41 | 73 |
| 3 months | 0.35 | 97 |
| 6 months | 7.64 | 68 |
| 1 Year | 13.70 | 84 |
| 3 Year | 0.24 | 77 |
| 5 Year | 13.51 | 11 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 6.13 |
| 5 Year | 11.91 |
| 10 Year | NA |
| Since Inception | 9.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.13 | -1.02 | NA | NA |
| 2023 | 8.03 | 3.15 | -8.61 | 9.51 |
| 2022 | -8.61 | -15.90 | -4.40 | 11.38 |
| 2021 | 5.62 | 2.72 | -0.11 | 5.99 |
| 2020 | -21.23 | 25.08 | 17.58 | 22.26 |
| 2019 | 13.29 | 6.01 | 0.56 | 10.83 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 10.41 | 11.53 | -18.17 | 14.87 | 41.63 | 33.88 | -17.66 |
| % Total Return Rel to Index | -6.69 | -12.87 | 0.92 | -3.29 | 27.55 | 8.68 | -7.23 |
| % Total Return Rel to Peer | -2.75 | -7.10 | 1.39 | -1.33 | 24.96 | 9.14 | -7.63 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 4.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.13 | 0.17 | 0.11 | 0.10 | 0.05 | 0.00 |
| % Yield | 0.00 | 0.81 | 1.16 | 0.59 | 0.60 | 0.43 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.86 | 0.15 | 0.23 | 1.55 |
| Expense Ratio | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%