Nasdaq - Delayed Quote USD

Hartford Balanced HLS IA (HADAX)

29.27 -0.11 (-0.37%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.16%
5y Average Return 8.22%
Number of Years Up 33
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 30.29%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 30.29%
Worst 3Y Total Return 4.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HADAX
Category
YTD
5.01%
9.69%
1-Month
2.41%
0.91%
3-Month
5.01%
5.21%
1-Year
16.19%
27.06%
3-Year
5.78%
11.00%
5-Year
9.36%
10.26%
10-Year
7.94%
8.34%
Last Bull Market
29.16%
15.58%
Last Bear Market
-9.17%
-12.16%

Annual Total Return (%) History

Year
HADAX
Category
2024
--
--
2023
14.78%
--
2022
-13.42%
--
2021
19.64%
--
2020
11.62%
11.72%
2019
22.80%
19.23%
2018
-5.24%
-5.76%
2017
15.59%
13.21%

2016
6.04%
7.34%
2015
0.18%
-1.93%
2014
9.79%
6.21%
2013
21.19%
16.48%
2012
12.02%
11.72%
2011
1.86%
-0.11%
2010
12.14%
11.83%
2009
30.29%
24.13%
2008
-31.64%
-28.00%
2007
6.64%
5.99%
2006
10.70%
11.29%
2005
7.24%
5.13%
2004
3.74%
8.86%
2003
18.49%
20.35%
2002
-13.79%
-12.02%
2001
-4.64%
-5.05%
2000
-0.75%
1.82%
1999
10.59%
10.71%
1998
24.66%
13.52%
1997
24.51%
19.63%
1996
16.59%
13.70%
1995
28.37%
25.63%
1994
-2.78%
-2.52%
1993
12.10%
11.37%
1992
7.54%
7.73%
1991
18.84%
24.89%
1990
0.20%
-1.10%
1989
20.64%
19.04%
1988
13.07%
12.38%
1987
3.86%
2.33%
1986
11.51%
16.43%
1985
24.62%
27.31%
1984
5.76%
8.22%
1983
--
17.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.01% -- -- --
2023 3.73% 3.41% -2.26% 9.47%
2022 -5.30% -9.17% -5.17% 6.14%
2021 5.48% 6.10% 0.07% 6.83%
2020 -14.50% 13.68% 4.85% 9.53%
2019 9.39% 3.73% 1.62% 6.49%
2018 -1.10% 1.34% 4.35% -9.40%
2017 4.15% 2.41% 3.53% 4.67%
2016 1.31% 2.30% 2.02% 0.28%
2015 1.51% -0.29% -4.94% 4.11%

2014 1.79% 4.07% 0.24% 3.39%
2013 7.19% 2.35% 3.80% 6.42%
2012 9.14% -2.84% 5.49% 0.14%
2011 4.28% -0.54% -9.91% 9.01%
2010 4.47% -8.14% 8.53% 7.67%
2009 -4.63% 14.92% 13.59% 4.65%
2008 -7.70% -1.96% -9.49% -16.54%
2007 1.19% 6.09% 1.64% -2.27%
2006 2.21% -2.02% 4.67% 5.62%
2005 -1.78% 2.50% 3.70% 2.72%
2004 0.45% 0.70% -1.89% 4.54%
2003 -2.24% 10.33% 1.29% 8.46%
2002 -0.10% -9.85% -9.67% 5.97%
2001 -5.82% 2.27% -7.45% 6.97%
2000 2.42% -1.86% -0.08% -1.18%
1999 2.88% 3.92% -4.00% 7.75%
1998 10.48% 4.49% -4.30% 12.84%
1997 1.82% 13.93% 5.24% 1.99%
1996 3.02% 3.54% 2.91% 6.21%
1995 7.85% 7.26% 5.97% 4.72%
1994 -3.33% -1.14% 2.55% -0.79%
1993 3.54% 1.41% 4.44% 2.22%
1992 -1.91% 1.73% 2.87% 4.78%
1991 8.96% 0.00% 4.15% 4.71%
1990 -2.13% 4.76% -9.58% 8.09%
1989 5.92% 6.46% 5.59% 1.31%
1988 7.05% 4.59% -0.74% 1.73%
1987 10.63% 1.56% 1.17% -8.63%
1986 8.72% 2.47% -3.56% 3.79%
1985 4.43% 7.91% -2.27% 13.17%
1984 -2.97% -2.06% 6.10% 4.89%
1983 3.67% -1.77% -0.21% --

Rank in Category (By Total Return)

YTD 59
1-Month 54
3-Month 59
1-Year 37
3-Year 18
5-Year 15

Load Adjusted Returns

1-Year 16.19%
3-Year 5.78%
5-Year 9.36%
10-Year 7.94%

Performance & Risk

YTD Return 2.16%
5y Average Return 8.22%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Hartford Mutual Funds
Net Assets 1.73B
YTD Return 5.01%
Yield 1.70%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Summary

The fund's sub-adviser, targets an allocation between 50% and 70% of the fund's net assets in equity securities and 30% to 50% of fund's net assets in debt securities and cash instruments. It will not normally hold more than 10% in cash or cash equivalents. The fund may invest in stocks with a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

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