Nasdaq - Delayed Quote USD

Hartford Healthcare R3 (HGHRX)

38.06 -0.15 (-0.39%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.19%
5y Average Return 8.59%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 49.04%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 49.04%
Worst 3Y Total Return -0.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HGHRX
Category
YTD
7.30%
7.95%
1-Month
2.09%
4.81%
3-Month
7.30%
7.18%
1-Year
15.42%
30.16%
3-Year
2.48%
16.10%
5-Year
8.78%
15.71%
10-Year
9.38%
15.27%
Last Bull Market
26.11%
23.06%
Last Bear Market
-9.63%
-13.88%

Annual Total Return (%) History

Year
HGHRX
Category
2024
--
--
2023
3.43%
--
2022
-12.03%
--
2021
9.58%
--
2020
22.18%
27.63%
2019
32.82%
26.23%
2018
-3.31%
-0.40%
2017
21.23%
24.31%

2016
-8.86%
-10.60%
2015
12.33%
8.05%
2014
26.06%
27.25%
2013
49.04%
48.17%
2012
19.50%
21.55%
2011
7.56%
7.66%
2010
6.14%
8.38%
2009
21.20%
22.48%
2008
-25.77%
-23.43%
2007
5.20%
9.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.30% -- -- --
2023 -3.85% 5.67% -6.02% 8.31%
2022 -7.71% -9.63% -4.68% 10.66%
2021 -0.62% 8.56% -2.16% 3.80%
2020 -13.48% 20.81% 5.98% 10.30%
2019 13.95% 1.33% -3.64% 19.36%
2018 1.48% 3.62% 9.14% -15.75%
2017 12.55% 8.01% 1.37% -1.62%
2016 -12.55% 6.86% 2.60% -4.95%
2015 9.39% 5.05% -11.91% 10.97%

2014 7.16% 4.22% 1.24% 11.49%
2013 15.84% 4.79% 10.01% 11.61%
2012 14.41% 1.30% 4.88% -1.69%
2011 8.36% 8.85% -14.96% 7.23%
2010 7.70% -13.33% 8.67% 4.63%
2009 -9.34% 11.08% 12.65% 6.83%
2008 -12.23% 3.82% -1.66% -17.16%
2007 1.26% 2.60% 2.95% -1.65%

Rank in Category (By Total Return)

YTD 45
1-Month 44
3-Month 45
1-Year 29
3-Year 52
5-Year 49

Load Adjusted Returns

1-Year 15.42%
3-Year 2.48%
5-Year 8.78%
10-Year 9.38%

Performance & Risk

YTD Return 2.19%
5y Average Return 8.59%
Rank in Category (ytd) 45
% 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 7.30%
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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