Nasdaq - Delayed Quote USD

Hartford World Bond I (HWDIX)

9.88 +0.02 (+0.20%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.27%
5y Average Return 0.46%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 9.15%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 9.15%
Worst 3Y Total Return -1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HWDIX
Category
YTD
-0.07%
-2.30%
1-Month
0.73%
-0.73%
3-Month
-0.07%
1.24%
1-Year
1.63%
4.82%
3-Year
-0.27%
3.59%
5-Year
0.68%
2.35%
10-Year
1.49%
1.33%
Last Bull Market
0.68%
3.79%
Last Bear Market
-3.03%
-1.46%

Annual Total Return (%) History

Year
HWDIX
Category
2024
--
--
2023
4.23%
--
2022
-3.83%
--
2021
-0.96%
--
2020
1.79%
8.35%
2019
3.95%
6.73%
2018
4.05%
-1.48%
2017
2.54%
6.87%

2016
1.97%
3.63%
2015
-0.25%
-4.00%
2014
2.98%
1.72%
2013
-0.25%
-2.62%
2012
9.15%
8.09%
2011
--
3.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.07% -- -- --
2023 2.48% -2.21% -0.87% 4.92%
2022 -1.52% -3.03% -1.72% 2.46%
2021 0.00% 0.03% -0.16% -0.83%
2020 -1.95% 2.09% 1.14% 0.55%
2019 1.47% 2.11% 0.65% -0.32%
2018 0.67% 0.95% 0.25% 2.14%
2017 0.68% 0.68% 0.58% 0.58%
2016 2.27% 0.87% 0.10% -1.25%
2015 1.08% -1.25% 0.69% -0.75%

2014 1.18% 1.37% 0.04% 0.37%
2013 -0.23% -1.32% 0.31% 1.00%
2012 1.93% 1.71% 2.74% 2.47%
2011 3.27% 0.90% -- --

Rank in Category (By Total Return)

YTD 20
1-Month 41
3-Month 20
1-Year 55
3-Year 11
5-Year 18

Load Adjusted Returns

1-Year 1.63%
3-Year -0.27%
5-Year 0.68%
10-Year 1.49%

Performance & Risk

YTD Return -1.27%
5y Average Return 0.46%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.50
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family Hartford Mutual Funds
Net Assets 3.48B
YTD Return -0.07%
Yield 3.40%
Morningstar Rating
Inception Date May 31, 2011

Fund Summary

The fund normally invests at least 80% of its assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.

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