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Hartford Balanced HLS IA (HADAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
29.32-0.27 (-0.91%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.95%
5-Year Average Return8.40%
Number of Years Up33
Number of Years Down7
Best 1 Yr Total Return (Apr 11, 2024)30.29%
Worst 1 Yr Total Return (Apr 11, 2024)N/A
Best 3-Yr Total Return30.29%
Worst 3-Yr Total Return4.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHADAXCategory
YTD5.01%9.69%
1-Month2.41%0.91%
3-Month5.01%5.21%
1-Year16.19%27.06%
3-Year5.78%11.00%
5-Year9.36%10.26%
10-Year7.94%8.34%
Last Bull Market29.16%15.58%
Last Bear Market-9.17%-12.16%

Annual Total Return (%) History

Year
HADAXCategory
2024
N/AN/A
2023
14.78%N/A
2022
-13.42%N/A
2021
19.64%N/A
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
N/A17.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
20233.73%3.41%-2.26%9.47%
2022-5.30%-9.17%-5.17%6.14%
20215.48%6.10%0.07%6.83%
2020-14.50%13.68%4.85%9.53%
20199.39%3.73%1.62%6.49%
2018-1.10%1.34%4.35%-9.40%
20174.15%2.41%3.53%4.67%
20161.31%2.30%2.02%0.28%
20151.51%-0.29%-4.94%4.11%
20141.79%4.07%0.24%3.39%
20137.19%2.35%3.80%6.42%
20129.14%-2.84%5.49%0.14%
20114.28%-0.54%-9.91%9.01%
20104.47%-8.14%8.53%7.67%
2009-4.63%14.92%13.59%4.65%
2008-7.70%-1.96%-9.49%-16.54%
20071.19%6.09%1.64%-2.27%
20062.21%-2.02%4.67%5.62%
2005-1.78%2.50%3.70%2.72%
20040.45%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%
20002.42%-1.86%-0.08%-1.18%
19992.88%3.92%-4.00%7.75%
199810.48%4.49%-4.30%12.84%
19971.82%13.93%5.24%1.99%
19963.02%3.54%2.91%6.21%
19957.85%7.26%5.97%4.72%
1994-3.33%-1.14%2.55%-0.79%
19933.54%1.41%4.44%2.22%
1992-1.91%1.73%2.87%4.78%
19918.96%0.00%4.15%4.71%
1990-2.13%4.76%-9.58%8.09%
19895.92%6.46%5.59%1.31%
19887.05%4.59%-0.74%1.73%
198710.63%1.56%1.17%-8.63%
19868.72%2.47%-3.56%3.79%
19854.43%7.91%-2.27%13.17%
1984-2.97%-2.06%6.10%4.89%
19833.67%-1.77%-0.21%N/A

Rank In Category (By Total Return)

YTD59
1-Month54
3-Month59
1-Year37
3-Year18
5-Year15

Load Adjusted Returns

1-Year16.19%
3-Year5.78%
5-Year9.36%
10-Year7.94%