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Hartford Stock HLS IB (HIBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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102.49+0.26 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.10%
5-year average return11.00%
Number of years up18
Number of years down7
Best 1-yr total return (21 May 2024)41.18%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return41.18%
Worst 3-yr total return6.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIBSXCategory
YTD2.03%5.31%
1-month-3.65%-4.19%
3-month0.59%3.90%
1-year7.47%20.31%
3-year5.72%6.48%
5-year10.00%11.78%
10-year10.43%10.96%
Last bull market16.76%25.56%
Last bear market-9.39%-15.11%

Annual total return (%) history

Year
HIBSXCategory
2024
N/AN/A
2023
7.45%22.32%
2022
-5.37%-16.96%
2021
24.67%26.07%
2020
11.79%15.83%
2019
30.89%28.78%
2018
-0.38%-6.27%
2017
19.54%20.44%
2016
7.14%10.37%
2015
2.48%-1.07%
2014
11.04%10.96%
2013
31.92%31.50%
2012
14.10%14.96%
2011
-1.34%-1.27%
2010
14.51%14.01%
2009
41.18%28.17%
2008
-43.27%-37.79%
2007
5.55%6.16%
2006
14.37%14.17%
2005
9.35%5.88%
2004
3.91%10.02%
2003
26.16%27.05%
2002
-24.42%-22.25%
2001
-12.39%-13.50%
2000
-7.21%-6.31%
1999
19.57%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
2023-0.06%3.37%-5.62%10.20%
2022-2.13%-9.39%-5.62%13.07%
20214.30%6.65%0.59%11.42%
2020-17.90%13.14%10.49%8.92%
201914.02%5.89%3.21%5.03%
2018-1.21%3.05%8.09%-9.47%
20175.33%3.58%3.67%5.69%
20162.76%2.61%0.78%0.82%
20150.72%-1.63%-3.21%6.86%
20141.48%2.36%1.00%5.83%
201311.00%4.14%4.34%9.37%
201213.23%-2.78%4.29%-0.61%
20116.06%-1.81%-16.23%13.10%
20105.69%-13.60%11.34%12.63%
2009-6.93%20.29%17.96%6.90%
2008-12.07%-2.63%-12.29%-24.45%
20070.97%8.99%0.96%-5.00%
20063.95%-3.01%5.16%7.87%
2005-2.60%2.22%5.90%3.70%
2004-0.53%2.13%-3.87%6.40%
2003-4.19%14.58%2.14%12.51%
2002-0.40%-16.31%-17.35%9.71%
2001-11.09%3.57%-14.43%11.19%
20002.65%-3.61%-1.76%-4.54%
19995.27%7.30%-6.50%13.21%
1998-10.02%22.12%N/AN/A

Rank in category (by total return)

YTD91
1-month18
3-month94
1-year97
3-year73
5-year84

Load adjusted returns

1-year7.47%
3-year5.72%
5-year10.00%
10-year10.43%