Singapore markets closed

Hartford MidCap HLS IB (HBMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.26+0.14 (+0.54%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.46%
5-year average return5.35%
Number of years up18
Number of years down6
Best 1-yr total return (23 Apr 2024)39.46%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return39.46%
Worst 3-yr total return-1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHBMCXCategory
YTD7.92%10.80%
1-month2.56%4.43%
3-month7.92%7.00%
1-year16.45%48.17%
3-year-0.89%21.26%
5-year7.10%20.18%
10-year8.91%14.07%
Last bull market35.80%27.14%
Last bear market-18.16%-21.26%

Annual total return (%) history

Year
HBMCXCategory
2024
N/AN/A
2023
14.54%N/A
2022
-24.46%N/A
2021
9.62%N/A
2020
24.80%39.26%
2019
32.49%32.52%
2018
-7.65%-6.65%
2017
24.17%23.91%
2016
11.69%6.03%
2015
1.34%-0.95%
2014
11.09%7.00%
2013
39.46%34.93%
2012
19.14%14.07%
2011
-8.16%-3.96%
2010
17.53%24.61%
2009
36.86%39.11%
2008
-35.49%-43.77%
2007
14.99%15.09%
2006
11.46%9.00%
2005
16.49%9.84%
2004
16.15%13.23%
2003
37.33%35.96%
2002
-14.42%-27.24%
2001
-3.79%-19.98%
2000
25.20%-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%N/AN/AN/A
20236.15%2.33%-6.21%12.43%
2022-10.38%-18.16%-5.26%8.70%
20215.12%2.94%-3.60%5.09%
2020-24.25%25.19%4.37%26.10%
201920.09%4.79%-1.42%6.80%
20183.37%3.88%4.54%-17.72%
20175.85%5.75%3.31%7.37%
20160.39%2.41%4.41%4.05%
20155.86%-0.38%-6.21%2.45%
20143.89%6.90%-4.79%5.06%
201313.89%2.79%9.22%9.06%
201216.40%-4.41%4.80%2.17%
2011-16.80%-0.81%-23.07%44.67%
20103.42%-8.76%10.30%12.92%
2009-5.66%13.07%15.66%10.93%
2008-9.70%7.58%-13.16%-23.52%
20075.04%10.81%0.95%-2.14%
20067.65%-4.21%-0.01%8.10%
2005-0.78%5.84%4.45%6.20%
20042.71%0.89%-0.62%12.79%
2003-1.67%18.56%3.69%13.60%
20024.40%-6.80%-18.58%8.03%
2001-12.40%11.01%-17.50%19.93%
200022.92%-2.05%10.46%-5.87%

Rank in category (by total return)

YTD67
1-month50
3-month67
1-year85
3-year73
5-year91

Load adjusted returns

1-year16.45%
3-year-0.89%
5-year7.10%
10-year8.91%