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Hartford Climate Opportunities Fund , Class A: (MF: HEOMX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$15.65 USD
-0.42 (-2.61%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.83 | 65 |
| 3 months | -1.15 | 76 |
| 6 months | 5.83 | 65 |
| 1 Year | 5.67 | 86 |
| 3 Year | 0.32 | 73 |
| 5 Year | 11.37 | 20 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 0.16 |
| 5 Year | 10.18 |
| 10 Year | NA |
| Since Inception | 9.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.06 | -1.15 | NA | NA |
| 2023 | 7.88 | 3.05 | -8.70 | 9.36 |
| 2022 | -8.69 | -16.05 | -4.46 | 11.18 |
| 2021 | 5.54 | 2.62 | -0.29 | 5.85 |
| 2020 | -21.33 | 24.88 | 17.51 | 22.15 |
| 2019 | 13.24 | 5.94 | 0.38 | 10.69 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.83 | 11.01 | -18.57 | 14.32 | 41.02 | 33.31 | -17.91 | 21.66 |
| % Total Return Rel to Index | -6.21 | -13.40 | 0.52 | -3.84 | 26.94 | 8.10 | -7.49 | 1.55 |
| % Total Return Rel to Peer | -2.16 | -7.62 | 0.99 | -1.88 | 24.35 | 8.56 | -7.89 | -0.56 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 4.00 | 1.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.05 | 0.10 | 0.02 | 0.02 | 0.05 | 0.11 | 0.05 |
| % Yield | 0.00 | 0.34 | 0.69 | 0.14 | 0.13 | 0.41 | 1.03 | 0.38 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.86 | 0.15 | 0.23 | 1.41 | 1.06 |
| Expense Ratio | 1.17 | 1.19 | 1.19 | 1.17 | 1.10 | 1.08 | 1.07 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%