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The Hartford Inflation Plus Fund Class A: (MF: HIPAX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$10.10 USD
-0.02 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.50 | 51 |
| 3 months | 4.05 | 51 |
| 6 months | 4.64 | 54 |
| 1 Year | 9.57 | 47 |
| 3 Year | 0.41 | 36 |
| 5 Year | 2.93 | 18 |
| 10 Year | 2.46 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 5.44 |
| Bull Market (2/09 - 3/21) | 65.94 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 4.86 |
| 5 Year | 2.02 |
| 10 Year | 2.00 |
| Since Inception | 3.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.14 | 0.56 | 4.05 | NA |
| 2023 | 3.08 | -1.58 | -1.50 | 4.85 |
| 2022 | -3.26 | -4.88 | -3.32 | 2.40 |
| 2021 | -0.89 | 2.60 | 1.58 | 1.49 |
| 2020 | -1.72 | 5.16 | 3.33 | 2.25 |
| 2019 | 2.60 | 2.24 | 0.47 | 1.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.50 | 4.78 | -8.90 | 4.85 | 9.19 | 6.63 | -1.33 | 3.02 | 3.72 | 0.05 | 0.57 |
| % Total Return Rel to Index | 0.03 | -0.74 | 4.11 | 6.40 | 1.69 | -2.09 | -1.35 | -0.51 | 1.07 | -0.51 | -5.36 |
| % Total Return Rel to Peer | 0.08 | 0.55 | 1.45 | 3.61 | 1.88 | 0.03 | -0.55 | 0.57 | 1.23 | 0.98 | -2.18 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 |
| % Dividends | 0.23 | 0.33 | 0.59 | 0.32 | 0.18 | 0.18 | 0.37 | 0.61 | 0.25 | 0.01 | 0.06 |
| % Yield | 2.23 | 3.00 | 5.72 | 2.69 | 1.53 | 1.65 | 3.62 | 5.57 | 2.25 | 0.05 | 0.56 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.85 | 0.84 | 0.84 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.87 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%