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Hartford Growth Allocation Fund Cl R3: (MF: HRARX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$14.28 USD
+0.07 (0.49%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.35 | 18 |
| 3 months | 2.05 | 11 |
| 6 months | 9.35 | 18 |
| 1 Year | 15.52 | 25 |
| 3 Year | 2.51 | 42 |
| 5 Year | 7.18 | 40 |
| 10 Year | 5.59 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.94 |
| Bull Market (2/09 - 3/21) | 304.27 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.52 |
| 5 Year | 7.17 |
| 10 Year | 5.59 |
| Since Inception | 5.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.15 | 2.05 | NA | NA |
| 2023 | 4.44 | 3.83 | -3.85 | 9.87 |
| 2022 | -5.08 | -13.73 | -5.70 | 8.01 |
| 2021 | 4.46 | 5.11 | -1.60 | 4.78 |
| 2020 | -19.93 | 17.06 | 6.35 | 13.04 |
| 2019 | 10.96 | 3.26 | -0.48 | 6.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.35 | 14.55 | -16.60 | 13.21 | 12.68 | 21.58 | -7.68 | 17.99 | 4.93 | -3.88 | 1.52 |
| % Total Return Rel to Index | -5.94 | -11.68 | 1.60 | -15.46 | -5.71 | -9.91 | -3.29 | -3.80 | -7.00 | -5.27 | -12.11 |
| % Total Return Rel to Peer | 3.16 | 1.39 | -3.63 | 1.71 | 2.00 | 4.38 | -1.19 | 4.53 | -1.34 | -1.53 | -2.55 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.16 | 0.20 | 0.25 | 0.15 | 0.12 | 0.24 | 0.24 | 0.01 | 0.12 | 0.30 |
| % Yield | 0.00 | 1.24 | 1.60 | 1.57 | 1.03 | 0.94 | 2.10 | 1.94 | 0.10 | 1.10 | 2.04 |
| Capital Gains ($) | 0.00 | 0.00 | 0.52 | 0.84 | 0.37 | 0.36 | 0.14 | 0.00 | 0.00 | 0.57 | 3.24 |
| Expense Ratio | 0.85 | 0.87 | 0.87 | 0.87 | 0.87 | 0.86 | 0.86 | 0.86 | 0.88 | 0.84 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%