Nasdaq - Delayed Quote USD

Hartford Short Duration R3 (HSDRX)

9.51 0.00 (0.00%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.70%
5y Average Return 1.62%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 6.71%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 6.71%
Worst 3Y Total Return -0.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSDRX
Category
YTD
1.08%
0.44%
1-Month
0.75%
0.02%
3-Month
1.08%
0.56%
1-Year
5.96%
2.65%
3-Year
0.71%
3.38%
5-Year
1.75%
2.40%
10-Year
1.60%
2.01%
Last Bull Market
1.77%
2.63%
Last Bear Market
-2.54%
-0.33%

Annual Total Return (%) History

Year
HSDRX
Category
2024
--
--
2023
6.71%
--
2022
-5.21%
--
2021
-0.14%
--
2020
3.45%
3.81%
2019
5.71%
4.72%
2018
0.26%
0.92%
2017
1.75%
1.73%

2016
2.71%
2.08%
2015
0.22%
0.19%
2014
0.41%
1.07%
2013
0.78%
0.45%
2012
4.31%
3.67%
2011
--
1.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.08% -- -- --
2023 1.79% 0.44% 1.04% 3.29%
2022 -2.91% -2.54% -1.32% 1.52%
2021 -0.06% 0.44% 0.10% -0.62%
2020 -4.65% 5.71% 1.22% 1.40%
2019 2.38% 1.53% 0.88% 0.81%
2018 -0.28% 0.17% 0.81% -0.43%
2017 0.52% 0.56% 0.58% 0.09%
2016 1.24% 0.86% 0.79% -0.21%
2015 1.02% -0.06% -0.27% -0.46%

2014 0.42% 0.61% -0.41% -0.21%
2013 0.35% -0.92% 0.75% 0.61%
2012 1.48% 0.61% 1.69% 0.48%
2011 0.95% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 13
3-Month 24
1-Year 17
3-Year 36
5-Year 43

Load Adjusted Returns

1-Year 5.96%
3-Year 0.71%
5-Year 1.75%
10-Year 1.60%

Performance & Risk

YTD Return 0.70%
5y Average Return 1.62%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.34
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Hartford Mutual Funds
Net Assets 1.76B
YTD Return 1.08%
Yield 3.42%
Morningstar Rating
Inception Date Sep 30, 2011

Fund Summary

The fund seeks its investment objective by investing in securities that the sub-adviser considers to be attractive giving consideration to both yield and total return. It normally invests in investment grade securities. The fund may invest up to 35% of its net assets in non-investment grade securities. It may also invest up to 35% of its net assets in bank loans or loan participation interests in secured or unsecured variable, fixed or floating rate loans to U.S. and foreign corporations, partnerships and other entities.

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