The Hartford Inflation Plus Fund Class C: (MF: HIPCX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$9.68 USD
-0.02 (-0.21%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.95 | 76 |
3 months | 3.92 | 57 |
6 months | 4.30 | 63 |
1 Year | 8.71 | 65 |
3 Year | -0.34 | 43 |
5 Year | 2.16 | 34 |
10 Year | 1.52 | 45 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | 4.43 |
Bull Market (2/09 - 3/21) | 51.21 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 7.63 |
5 Year | 2.16 |
10 Year | 1.52 |
Since Inception | 2.87 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | -0.33 | 0.36 | 3.92 | NA |
2023 | 2.82 | -1.66 | -1.67 | 4.57 |
2022 | -3.47 | -5.07 | -3.54 | 2.24 |
2021 | -1.10 | 2.41 | 1.40 | 1.34 |
2020 | -1.97 | 5.03 | 3.06 | 2.16 |
2019 | 2.39 | 2.13 | 0.29 | 0.98 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.95 | 3.96 | -9.62 | 4.08 | 8.41 | 5.91 | -2.06 | 1.39 | 3.68 | -2.23 | -0.68 |
% Total Return Rel to Index | -0.50 | -1.56 | 3.39 | 5.63 | 0.91 | -2.81 | -2.08 | -2.14 | 1.02 | -2.80 | -6.63 |
% Total Return Rel to Peer | -0.45 | -0.26 | 0.73 | 2.85 | 1.10 | -0.68 | -1.28 | -1.05 | 1.19 | -1.30 | -3.44 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 5.00 | 4.00 | 2.00 | 5.00 | 5.00 |
% Dividends | 0.19 | 0.26 | 0.51 | 0.29 | 0.08 | 0.05 | 0.25 | 0.43 | 0.08 | 0.00 | 0.03 |
% Yield | 1.84 | 2.49 | 5.13 | 2.50 | 0.71 | 0.54 | 2.45 | 4.05 | 0.73 | 0.00 | 0.36 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.66 | 1.59 | 1.58 | 1.58 | 1.59 | 1.60 | 1.60 | 1.60 | 1.62 | 1.60 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%