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Hartford Capital Appreciation HLS IB (HIBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.65+0.04 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.79%
5-year average return11.70%
Number of years up19
Number of years down6
Best 1-yr total return (25 Jun 2024)45.30%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return45.30%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIBCXCategory
YTD9.65%5.31%
1-month4.84%-4.19%
3-month3.93%3.90%
1-year24.29%20.31%
3-year5.47%6.48%
5-year12.18%11.78%
10-year9.69%10.96%
Last bull market23.80%25.56%
Last bear market-15.62%-15.11%

Annual total return (%) history

Year
HIBCXCategory
2024
N/AN/A
2023
19.70%22.32%
2022
-15.50%-16.96%
2021
14.45%26.07%
2020
21.62%15.83%
2019
30.96%28.78%
2018
-7.18%-6.27%
2017
21.82%20.44%
2016
5.24%10.37%
2015
0.79%-1.07%
2014
7.04%10.96%
2013
38.72%31.50%
2012
18.04%14.96%
2011
-11.62%-1.27%
2010
16.21%14.01%
2009
45.30%28.17%
2008
-45.73%-37.79%
2007
16.47%6.16%
2006
16.32%14.17%
2005
15.26%5.88%
2004
19.07%10.02%
2003
42.02%27.05%
2002
-19.88%-22.25%
2001
-7.10%-13.50%
2000
13.02%-6.31%
1999
37.21%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20235.81%5.86%-4.55%11.95%
2022-4.65%-15.62%-5.08%10.66%
20213.99%5.69%-1.08%5.26%
2020-20.05%20.60%9.88%14.80%
201915.89%4.70%-0.02%7.95%
20180.67%2.45%4.94%-14.24%
20177.16%4.70%3.50%4.90%
2016-2.89%1.43%4.73%2.02%
20153.56%0.43%-9.20%6.72%
20141.39%3.98%-0.99%2.55%
201310.95%5.23%8.06%9.96%
201216.00%-7.36%5.31%4.30%
20114.71%-2.47%-20.64%9.05%
20105.23%-13.55%13.13%12.91%
2009-7.32%24.46%17.95%6.80%
2008-11.44%2.62%-19.42%-25.89%
20071.25%9.88%5.71%-0.96%
20066.09%-2.36%3.06%8.97%
2005-2.70%1.63%10.17%5.80%
20045.36%2.37%-3.14%13.98%
2003-4.28%19.04%5.18%18.50%
2002-1.13%-14.14%-13.05%8.55%
2001-4.33%5.98%-19.07%13.21%
200015.79%-2.72%6.23%-5.54%
19997.41%8.92%-5.62%24.27%
1998-17.34%24.83%N/AN/A

Rank in category (by total return)

YTD62
1-month35
3-month26
1-year70
3-year84
5-year83

Load adjusted returns

1-year24.29%
3-year5.47%
5-year12.18%
10-year9.69%