HAFVX - Hartford AARP Balanced Retirement Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return1.17%

5-Year Average Return0.00%

Number of Years Up2

Number of Years Down1

Best 1 Yr Total Return (Jun 5, 2023)8.14%

Worst 1 Yr Total Return (Jun 5, 2023)N/A

Best 3-Yr Total Return8.14%

Worst 3-Yr Total Return1.46%

Trailing Returns (%) Vs. Benchmarks

ReturnHAFVXCategory

YTD1.17%5.91%

1-Month-2.29%0.61%

3-Month0.31%4.02%

1-Year-3.17%18.59%

3-Year2.23%8.56%

5-Year0.00%7.44%

10-Year0.00%6.20%

Last Bull Market14.56%11.89%

Last Bear Market-7.53%-8.23%

Annual Total Return (%) History

Year

HAFVXCategory

2023

N/AN/A

2022

-8.13%N/A

2021

8.14%N/A

2020

5.12%8.86%

2019

N/A14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20232.14%N/AN/AN/A

2022-0.62%-7.53%-5.08%5.31%

20210.91%4.05%-0.57%3.59%

2020-10.23%8.04%2.57%5.67%

20192.82%0.72%2.76%N/A

Rank In Category (By Total Return)

YTD95

1-Month100

3-Month84

1-Year95

3-Year45

5-Year66

Load Adjusted Returns

1-Year-4.78%

3-Year2.82%

5-Year2.71%

10-YearN/A