Hartford Inflation Plus Fund Cl R3: (MF: HIPRX)
(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET
$9.98 USD
0.00 (NA)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.82 | 74 |
3 months | 3.22 | 58 |
6 months | 3.89 | 64 |
1 Year | 6.32 | 40 |
3 Year | -0.37 | 39 |
5 Year | 2.25 | 22 |
10 Year | 1.75 | 26 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | 4.75 |
Bull Market (2/09 - 3/21) | 54.89 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 3.31 |
5 Year | 1.97 |
10 Year | 1.44 |
Since Inception | 2.82 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | -0.27 | 0.49 | NA | NA |
2023 | 3.02 | -1.61 | -1.63 | 4.80 |
2022 | -3.32 | -4.88 | -3.47 | 2.28 |
2021 | -0.99 | 2.47 | 1.93 | 1.51 |
2020 | -1.75 | 5.05 | 3.21 | 2.24 |
2019 | 2.55 | 2.19 | 0.39 | 0.99 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.82 | 4.49 | -9.22 | 4.98 | 8.92 | 6.25 | -1.66 | 2.28 | 2.60 | 0.03 | 0.28 |
% Total Return Rel to Index | -0.26 | -1.03 | 3.80 | 6.53 | 1.42 | -2.47 | -1.68 | -1.26 | -0.05 | -0.53 | -5.65 |
% Total Return Rel to Peer | -0.40 | 0.26 | 1.14 | 3.75 | 1.61 | -0.34 | -0.88 | -0.17 | 0.11 | 0.97 | -2.46 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 |
% Dividends | 0.20 | 0.30 | 0.55 | 0.36 | 0.14 | 0.14 | 0.33 | 0.53 | 0.18 | 0.00 | 0.05 |
% Yield | 2.00 | 2.96 | 5.45 | 3.08 | 1.24 | 1.30 | 3.25 | 4.93 | 1.62 | 0.03 | 0.46 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.19 | 1.18 | 1.17 | 1.17 | 1.18 | 1.20 | 1.20 | 1.20 | 1.22 | 1.20 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%