Nasdaq - Delayed Quote USD

Hartford Healthcare A (HGHAX)

37.54 -0.04 (-0.11%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.32%
5y Average Return 8.97%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 49.43%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 49.43%
Worst 3Y Total Return 0.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HGHAX
Category
YTD
7.39%
7.95%
1-Month
2.10%
4.81%
3-Month
7.39%
7.18%
1-Year
15.81%
30.16%
3-Year
2.84%
16.10%
5-Year
9.15%
15.71%
10-Year
9.74%
15.27%
Last Bull Market
26.47%
23.06%
Last Bear Market
-9.58%
-13.88%

Annual Total Return (%) History

Year
HGHAX
Category
2024
--
--
2023
3.79%
--
2022
-11.73%
--
2021
9.96%
--
2020
22.58%
27.63%
2019
33.27%
26.23%
2018
-3.00%
-0.40%
2017
21.60%
24.31%

2016
-8.57%
-10.60%
2015
12.68%
8.05%
2014
26.43%
27.25%
2013
49.43%
48.17%
2012
19.75%
21.55%
2011
7.71%
7.66%
2010
6.37%
8.38%
2009
21.48%
22.48%
2008
-25.51%
-23.43%
2007
5.60%
9.27%
2006
10.24%
4.27%
2005
11.88%
9.64%
2004
11.85%
9.84%
2003
31.12%
32.51%
2002
-17.62%
-28.13%
2001
1.47%
-11.26%
2000
--
56.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.39% -- -- --
2023 -3.76% 5.76% -5.95% 8.42%
2022 -7.61% -9.58% -4.59% 10.75%
2021 -0.54% 8.66% -2.08% 3.89%
2020 -13.43% 20.93% 6.06% 10.39%
2019 14.06% 1.43% -3.56% 19.46%
2018 1.58% 3.70% 9.23% -15.69%
2017 12.64% 8.07% 1.47% -1.56%
2016 -12.46% 6.94% 2.68% -4.88%
2015 9.49% 5.14% -11.81% 11.00%

2014 7.20% 4.32% 1.33% 11.57%
2013 15.85% 4.86% 10.12% 11.70%
2012 14.49% 1.34% 4.94% -1.65%
2011 8.41% 8.87% -14.89% 7.23%
2010 7.79% -13.32% 8.70% 4.74%
2009 -9.30% 11.16% 12.73% 6.88%
2008 -12.17% 3.91% -1.59% -17.06%
2007 1.37% 2.71% 3.02% -1.55%
2006 3.39% -2.52% 4.68% 4.49%
2005 -7.07% 5.89% 10.23% 3.14%
2004 3.25% 1.64% -3.36% 10.28%
2003 -3.80% 22.15% 1.66% 9.77%
2002 0.14% -14.88% -10.32% 7.78%
2001 -11.77% 11.02% -5.26% 9.33%
2000 14.12% 8.07% -- --

Rank in Category (By Total Return)

YTD 43
1-Month 43
3-Month 43
1-Year 27
3-Year 49
5-Year 46

Load Adjusted Returns

1-Year 9.44%
3-Year 0.92%
5-Year 7.92%
10-Year 9.12%

Performance & Risk

YTD Return 2.32%
5y Average Return 8.97%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Hartford Mutual Funds
Net Assets 1.13B
YTD Return 7.39%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Summary

Under normal circumstances, 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, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.

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