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Hartford Capital Appreciation R5 (ITHTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
53.50+0.08 (+0.15%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.91%
5-Year Average Return11.36%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Mar 26, 2024)43.47%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return43.47%
Worst 3-Yr Total Return4.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnITHTXCategory
YTD6.14%14.84%
1-Month5.11%1.65%
3-Month11.29%7.55%
1-Year22.14%40.47%
3-Year5.81%16.77%
5-Year10.90%16.15%
10-Year9.56%13.21%
Last Bull Market34.15%24.09%
Last Bear Market-16.31%-17.61%

Annual Total Return (%) History

Year
ITHTXCategory
2023
19.25%N/A
2022
-17.68%N/A
2021
15.45%N/A
2020
21.07%15.83%
2019
30.82%28.78%
2018
-4.63%-6.27%
2017
21.63%20.44%
2016
4.42%10.37%
2015
1.64%-1.07%
2014
7.64%10.96%
2013
42.13%31.50%
2012
20.61%14.96%
2011
-14.99%-1.27%
2010
13.26%14.01%
2009
43.47%28.17%
2008
-45.93%-37.79%
2007
16.41%6.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.41%6.60%-5.21%11.94%
2022-5.82%-16.31%-5.34%10.35%
20214.67%4.91%-0.88%6.07%
2020-21.47%22.04%10.72%14.10%
201915.68%5.99%-0.09%6.79%
20181.04%4.02%4.63%-13.27%
20178.21%4.49%2.41%5.03%
2016-2.86%0.98%4.83%1.54%
20153.42%0.72%-9.01%7.25%
20140.53%4.72%-0.43%2.69%
201312.15%5.27%8.65%10.80%
201216.63%-7.68%5.10%6.58%
20112.49%-3.23%-20.83%8.28%
20104.03%-13.30%11.95%12.17%
2009-6.64%24.28%15.68%6.89%
2008-11.40%2.96%-19.87%-26.02%
20070.35%9.38%5.89%0.16%

Rank In Category (By Total Return)

YTD63
1-Month55
3-Month64
1-Year74
3-Year96
5-Year88

Load Adjusted Returns

1-Year22.14%
3-Year5.81%
5-Year10.90%
10-Year9.56%