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Hartford Inflation Plus Fund Cl R5: (MF: HIPTX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$10.31 USD
-0.02 (-0.19%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.58 | 46 |
| 3 months | 4.04 | 52 |
| 6 months | 4.70 | 52 |
| 1 Year | 9.84 | 37 |
| 3 Year | 0.74 | 31 |
| 5 Year | 3.32 | 12 |
| 10 Year | 2.83 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 5.60 |
| Bull Market (2/09 - 3/21) | 74.12 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 9.84 |
| 5 Year | 3.32 |
| 10 Year | 2.82 |
| Since Inception | 3.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.11 | 0.63 | 4.04 | NA |
| 2023 | 3.15 | -1.48 | -1.50 | 5.02 |
| 2022 | -3.23 | -4.72 | -3.38 | 2.52 |
| 2021 | -0.87 | 2.65 | 2.05 | 1.83 |
| 2020 | -1.60 | 5.27 | 3.37 | 2.39 |
| 2019 | 2.67 | 2.31 | 0.56 | 1.17 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.58 | 5.11 | -8.67 | 5.74 | 9.63 | 6.88 | -1.08 | 3.45 | 4.52 | 0.06 | 0.83 |
| % Total Return Rel to Index | 0.12 | -0.41 | 4.34 | 7.28 | 2.13 | -1.84 | -1.09 | -0.09 | 1.87 | -0.50 | -5.11 |
| % Total Return Rel to Peer | 0.17 | 0.88 | 1.69 | 4.50 | 2.32 | 0.28 | -0.30 | 0.99 | 2.03 | 0.99 | -1.92 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 | 2.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.25 | 0.35 | 0.62 | 0.41 | 0.21 | 0.20 | 0.40 | 0.67 | 0.31 | 0.01 | 0.07 |
| % Yield | 2.32 | 3.11 | 5.83 | 3.33 | 1.73 | 1.82 | 3.76 | 5.96 | 2.71 | 0.06 | 0.62 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.58 | 0.59 | 0.57 | 0.57 | 0.58 | 0.60 | 0.60 | 0.60 | 0.62 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%