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Hartford Checks and Balances R5 (HCKTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72-0.03 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.75%
5-year average return7.70%
Number of years up11
Number of years down4
Best 1-yr total return (27 Jun 2024)26.86%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.86%
Worst 3-yr total return3.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCKTXCategory
YTD5.70%9.69%
1-month3.76%0.91%
3-month3.01%5.21%
1-year15.75%27.06%
3-year3.31%11.00%
5-year8.47%10.26%
10-year7.44%8.34%
Last bull market18.21%15.58%
Last bear market-11.36%-12.16%

Annual total return (%) history

Year
HCKTXCategory
2024
N/AN/A
2023
13.29%N/A
2022
-13.40%N/A
2021
14.61%N/A
2020
13.18%11.72%
2019
22.50%19.23%
2018
-3.42%-5.76%
2017
14.74%13.21%
2016
7.73%7.34%
2015
-0.01%-1.93%
2014
8.73%6.21%
2013
22.63%16.48%
2012
13.86%11.72%
2011
-2.42%-0.11%
2010
11.39%11.83%
2009
26.86%24.13%
2008
N/A-28.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.48%N/AN/AN/A
20233.34%3.71%-3.68%9.75%
2022-4.41%-11.36%-5.47%8.13%
20213.98%4.41%0.07%5.49%
2020-14.87%14.14%6.03%9.85%
201910.25%4.18%1.61%4.97%
2018-0.79%1.87%4.11%-8.22%
20174.60%3.01%2.61%3.78%
20160.37%2.04%3.14%1.98%
20151.65%-0.37%-5.17%4.11%
20141.89%4.17%-0.36%2.81%
20137.52%1.96%4.48%7.06%
20129.28%-2.77%4.51%2.54%
20113.13%-0.70%-11.15%7.25%
20103.84%-7.47%8.41%6.93%
2009-5.49%14.79%11.74%4.65%
2008-15.21%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month15
3-month21
1-year37
3-year35
5-year31

Load adjusted returns

1-year15.75%
3-year3.31%
5-year8.47%
10-year7.44%