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Hamlin High Dividend Equity Instl (HHDFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.27-0.27 (-0.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.34%
5-year average return12.23%
Number of years up8
Number of years down3
Best 1-yr total return (24 Jun 2024)32.89%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return32.89%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHHDFXCategory
YTD7.20%4.44%
1-month1.92%-4.04%
3-month3.26%4.09%
1-year22.34%14.37%
3-year8.18%6.04%
5-year13.00%9.20%
10-year9.02%8.57%
Last bull market22.14%22.97%
Last bear market-11.08%-11.27%

Annual total return (%) history

Year
HHDFXCategory
2024
N/AN/A
2023
13.67%11.63%
2022
-3.45%-5.90%
2021
31.26%26.22%
2020
4.68%2.91%
2019
22.26%25.04%
2018
-7.48%-8.53%
2017
14.81%15.94%
2016
15.06%14.81%
2015
-5.02%-4.05%
2014
11.83%10.21%
2013
32.89%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.47%N/AN/AN/A
20232.83%3.77%-2.68%9.46%
2022-0.87%-11.08%-2.31%12.12%
202112.57%6.07%-0.82%10.85%
2020-26.44%18.15%4.64%15.10%
20199.53%3.60%2.76%4.86%
2018-2.22%1.12%3.95%-9.98%
20173.61%0.79%4.24%5.46%
20165.37%1.71%3.92%3.31%
20152.94%-1.70%-9.47%3.69%
20144.04%7.74%-4.30%4.26%
201311.75%4.93%5.37%7.56%
2012-1.78%5.71%-0.03%N/A

Rank in category (by total return)

YTD59
1-month91
3-month64
1-year51
3-year19
5-year25

Load adjusted returns

1-year22.34%
3-year8.18%
5-year13.00%
10-year9.02%