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Hartford Schroders Us Midcap Opportunities Fund Class A: (MF: SMDVX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$19.87 USD
+0.06 (0.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.53 | 76 |
| 3 months | 7.21 | 29 |
| 6 months | 3.01 | 80 |
| 1 Year | 23.75 | 80 |
| 3 Year | 6.21 | 66 |
| 5 Year | 10.04 | 77 |
| 10 Year | 9.69 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.64 |
| Bull Market (2/09 - 3/21) | 593.54 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 17.30 |
| 5 Year | 8.87 |
| 10 Year | 9.10 |
| Since Inception | 8.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.24 | -3.91 | 7.21 | NA |
| 2023 | 4.79 | 2.31 | -4.70 | 9.96 |
| 2022 | -5.46 | -12.81 | -2.82 | 9.00 |
| 2021 | 9.30 | 4.98 | 0.86 | 8.51 |
| 2020 | -26.75 | 19.56 | 5.67 | 17.65 |
| 2019 | 13.16 | 4.14 | 1.37 | 6.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.53 | 12.35 | -12.68 | 25.60 | 8.88 | 27.67 | -11.22 | 15.27 | 17.92 | 1.52 | 10.73 |
| % Total Return Rel to Index | -9.56 | -13.89 | 5.51 | -3.07 | -9.52 | -3.81 | -6.83 | -6.52 | 5.99 | 0.13 | -2.91 |
| % Total Return Rel to Peer | -4.43 | -10.64 | 7.01 | 3.55 | -11.03 | -0.75 | -4.36 | -5.40 | 10.11 | 3.12 | 2.52 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 3.00 | 4.00 | 4.00 | 5.00 | 4.00 | 1.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.04 | 0.04 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.24 | 0.23 | 0.00 | 0.07 | 0.02 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.22 | 0.46 | 2.90 | 0.00 | 0.10 | 0.27 | 0.20 | 0.19 | 1.29 | 2.02 |
| Expense Ratio | 1.15 | 1.17 | 1.17 | 1.16 | 1.18 | 1.27 | 1.25 | 1.27 | 1.26 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%