Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Hartford Quality Value Fund (HVOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
21.91+0.25 (+1.15%)
At close: 08:01PM EDT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.88%
5-Year Average Return7.97%
Number of Years Up10
Number of Years Down6
Best 1 Yr Total Return (Mar 30, 2023)45.02%
Worst 1 Yr Total Return (Mar 30, 2023)N/A
Best 3-Yr Total Return45.02%
Worst 3-Yr Total Return-0.30%

Trailing Returns (%) Vs. Benchmarks

ReturnHVOIXCategory
YTD-1.88%17.52%
1-Month-1.17%-0.87%
3-Month-1.88%5.51%
1-Year-7.10%42.88%
3-Year17.61%11.93%
5-Year7.97%12.07%
10-Year8.89%10.95%
Last Bull Market41.16%23.18%
Last Bear Market-10.30%-17.87%

Annual Total Return (%) History

Year
HVOIXCategory
2022
-4.98%N/A
2021
27.87%N/A
2020
2.51%2.91%
2019
29.80%25.04%
2018
-8.89%-8.53%
2017
11.66%15.94%
2016
17.73%14.81%
2015
-4.35%-4.05%
2014
8.38%10.21%
2013
32.53%31.21%
2012
18.27%14.57%
2011
-4.76%-0.75%
2010
17.52%13.66%
2009
45.02%24.13%
2008
-41.84%-37.09%
2007
-6.56%1.42%
2006
N/A18.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20220.36%-10.30%-7.27%13.84%
202111.42%4.85%0.82%8.57%
2020-24.87%13.75%5.20%14.02%
201913.41%3.79%2.80%7.27%
2018-1.49%0.56%6.28%-13.46%
20173.23%1.33%2.43%4.21%
20160.31%3.72%6.70%6.05%
20151.87%0.68%-10.59%4.31%
20144.75%4.63%-2.58%1.50%
201311.37%5.04%4.56%8.35%
201214.36%-7.13%7.07%4.01%
20117.82%-2.27%-18.84%11.37%
20107.17%-12.69%11.98%12.15%
2009-9.96%25.72%20.46%6.35%
2008-14.85%-3.89%-10.24%-20.83%
20073.01%6.97%-3.41%-12.20%
20069.47%N/AN/AN/A

Rank In Category (By Total Return)

YTD83
1-Month80
3-Month85
1-Year77
3-Year49
5-Year43

Load Adjusted Returns

1-Year-3.62%
3-Year12.32%
5-Year7.94%
10-Year9.46%
Advertisement
Advertisement