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The Hartford Capital Appreciation Fund Class R3 (ITHRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.00-0.49 (-1.21%)
As of 08:06AM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return9.81%
5-Year Average Return8.27%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)42.52%
Worst 1 Yr Total Return (Feb 3, 2019)-46.28%
Best 3-Yr Total Return42.52%
Worst 3-Yr Total Return-4.83%

Trailing Returns (%) Vs. Benchmarks

ReturnITHRXCategory
YTD-18.25%14.84%
1-Month-8.19%1.65%
3-Month-9.01%7.55%
1-Year-12.77%40.47%
3-Year7.86%16.77%
5-Year10.04%16.15%
10-Year11.80%13.21%
Last Bull Market23.27%24.09%
Last Bear Market-25.71%-17.61%

Annual Total Return (%) History

Year
ITHRXCategory
2021
N/AN/A
2020
20.34%15.83%
2019
30.01%28.78%
2018
-5.20%-6.27%
2017
20.89%20.44%
2016
3.79%10.37%
2015
1.03%-1.07%
2014
6.99%10.96%
2013
41.29%31.50%
2012
19.86%14.96%
2011
-15.47%-1.27%
2010
12.56%14.01%
2009
42.52%28.17%
2008
-46.28%-37.79%
2007
15.76%6.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.52%4.75%-1.03%N/A
2020-21.58%21.87%10.55%13.91%
201915.54%5.82%-0.27%6.62%
20180.89%3.86%4.47%-13.40%
20178.07%4.33%2.25%4.87%
2016-3.01%0.83%4.66%1.40%
20153.27%0.56%-9.14%7.08%
20140.38%4.56%-0.60%2.55%
201311.99%5.11%8.48%10.65%
201216.46%-7.84%4.93%6.44%
20112.32%-3.34%-20.96%8.13%
20103.88%-13.43%11.74%12.01%
2009-6.80%24.11%15.48%6.70%
2008-11.59%2.81%-19.97%-26.14%
20070.22%9.19%5.78%0.00%

Rank In Category (By Total Return)

YTD94
1-Month70
3-Month94
1-Year75
3-Year71
5-Year65

Load Adjusted Returns

1-Year37.87%
3-Year15.72%
5-Year15.81%
10-Year12.29%
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