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Hartford Stock Hls Fd Cl Ia: (MF: HSTAX)
(NASDAQ Mutual Funds) As of Sep 6, 2024 08:00 PM ET
$104.36 USD
-0.56 (-0.53%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.06 | 86 |
| 3 months | 5.82 | 82 |
| 6 months | 6.52 | 95 |
| 1 Year | 11.69 | 83 |
| 3 Year | 6.19 | 66 |
| 5 Year | 10.52 | 55 |
| 10 Year | 11.34 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.63 |
| Bear Market (10/07 - 2/09) | -55.62 |
| Bull Market (2/09 - 3/21) | 773.45 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 8.56 |
| 5 Year | 10.12 |
| 10 Year | 10.71 |
| Since Inception | 6.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.95 | -1.61 | NA | NA |
| 2023 | 0.00 | 3.44 | -5.56 | 10.27 |
| 2022 | -2.08 | -9.33 | -5.55 | 13.13 |
| 2021 | 4.36 | 6.71 | 0.64 | 11.49 |
| 2020 | -17.84 | 13.21 | 10.56 | 8.98 |
| 2019 | 14.09 | 5.95 | 3.27 | 5.09 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.06 | 7.71 | -5.13 | 24.97 | 12.07 | 31.22 | -0.14 | 19.84 | 7.41 | 2.74 | 11.30 |
| % Total Return Rel to Index | -8.64 | -18.53 | 13.07 | -3.70 | -6.32 | -0.26 | 4.25 | -1.95 | -4.52 | 1.35 | -2.33 |
| % Total Return Rel to Peer | -4.23 | -7.56 | 5.65 | 0.63 | 3.87 | 5.58 | 7.41 | 2.43 | -3.90 | 5.96 | 2.41 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 3.00 | 2.00 | 1.00 | 1.00 | 2.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 1.25 | 1.62 | 1.29 | 1.47 | 1.46 | 1.32 | 1.37 | 1.26 | 1.17 | 1.15 |
| % Yield | 0.00 | 1.18 | 1.46 | 1.05 | 1.39 | 1.39 | 1.62 | 1.65 | 1.78 | 1.75 | 1.74 |
| Capital Gains ($) | 0.00 | 4.76 | 10.56 | 3.89 | 6.18 | 7.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.51 | 0.51 | 0.51 | 0.52 | 0.51 | 0.51 | 0.52 | 0.52 | 0.51 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%