Nasdaq - Delayed Quote USD

Hartford Healthcare HLS IB (HBGHX)

14.71 -0.06 (-0.41%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.01%
5y Average Return 8.79%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 51.50%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 51.50%
Worst 3Y Total Return 0.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HBGHX
Category
YTD
7.49%
7.95%
1-Month
2.11%
4.81%
3-Month
7.49%
7.18%
1-Year
15.93%
30.16%
3-Year
2.94%
16.10%
5-Year
9.28%
15.71%
10-Year
9.90%
15.27%
Last Bull Market
26.35%
23.06%
Last Bear Market
-9.43%
-13.88%

Annual Total Return (%) History

Year
HBGHX
Category
2024
--
--
2023
3.81%
--
2022
-11.47%
--
2021
9.76%
--
2020
22.79%
27.63%
2019
33.68%
26.23%
2018
-2.96%
-0.40%
2017
21.96%
24.31%

2016
-8.64%
-10.60%
2015
12.98%
8.05%
2014
27.00%
27.25%
2013
51.50%
48.17%
2012
20.32%
21.55%
2011
8.27%
7.66%
2010
6.84%
8.38%
2009
22.41%
22.48%
2008
-25.75%
-23.43%
2007
5.86%
9.27%
2006
10.91%
4.27%
2005
12.15%
9.64%
2004
12.52%
9.84%
2003
31.98%
32.51%
2002
-17.16%
-28.13%
2001
1.86%
-11.26%
2000
--
56.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.49% -- -- --
2023 -3.75% 5.80% -5.91% 8.34%
2022 -7.59% -9.43% -4.55% 10.82%
2021 -0.59% 8.65% -2.12% 3.82%
2020 -13.52% 20.96% 6.26% 10.46%
2019 14.20% 1.67% -3.44% 19.25%
2018 1.64% 3.82% 9.08% -15.70%
2017 12.77% 8.14% 1.56% -1.52%
2016 -12.70% 7.02% 2.78% -4.85%
2015 9.58% 5.18% -11.96% 11.34%

2014 7.42% 4.53% 1.30% 11.65%
2013 16.18% 5.01% 10.81% 12.06%
2012 14.92% 1.25% 5.01% -1.53%
2011 8.51% 8.97% -14.71% 7.35%
2010 7.89% -13.23% 8.85% 4.84%
2009 -8.78% 11.01% 12.98% 6.98%
2008 -11.92% 3.74% -1.42% -17.57%
2007 1.28% 2.69% 3.22% -1.40%
2006 3.70% -2.68% 4.95% 4.72%
2005 -7.12% 6.17% 10.19% 3.21%
2004 3.31% 1.76% -3.27% 10.65%
2003 -3.34% 21.50% 1.85% 10.34%
2002 0.22% -14.80% -10.34% 8.21%
2001 -11.61% 10.98% -5.16% 9.50%
2000 14.91% 8.18% -- --

Rank in Category (By Total Return)

YTD 41
1-Month 42
3-Month 41
1-Year 27
3-Year 49
5-Year 43

Load Adjusted Returns

1-Year 15.93%
3-Year 2.94%
5-Year 9.28%
10-Year 9.90%

Performance & Risk

YTD Return 2.01%
5y Average Return 8.79%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Hartford Mutual Funds
Net Assets 143.08M
YTD Return 7.49%
Yield 0.24%
Morningstar Rating
Inception Date May 01, 2000

Fund Summary

The fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser. It will invest in securities of issuers located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country. The fund may invest in securities of companies of any market capitalization.

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