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Hartford Quality Value R4 (HVOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.82+0.02 (+0.09%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.64%
5-year average return5.86%
Number of years up10
Number of years down6
Best 1-yr total return (4 Oct 2023)44.66%
Worst 1-yr total return (4 Oct 2023)N/A
Best 3-yr total return44.66%
Worst 3-yr total return-0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHVOSXCategory
YTD-3.64%4.44%
1-month-4.37%-4.04%
3-month-4.81%4.09%
1-year3.98%14.37%
3-year9.25%6.04%
5-year5.86%9.20%
10-year7.31%8.57%
Last bull market40.89%22.97%
Last bear market-10.34%-11.27%

Annual total return (%) history

Year
HVOSXCategory
2023
N/A11.63%
2022
-5.18%-5.90%
2021
27.52%26.22%
2020
2.23%2.91%
2019
29.36%25.04%
2018
-9.19%-8.53%
2017
11.37%15.94%
2016
17.36%14.81%
2015
-4.67%-4.05%
2014
8.13%10.21%
2013
32.16%31.21%
2012
18.18%14.57%
2011
-4.95%-0.75%
2010
17.24%13.66%
2009
44.66%24.13%
2008
-41.95%-37.09%
2007
-6.83%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.96%3.61%-3.54%N/A
20220.31%-10.34%-7.29%13.74%
202111.34%4.81%0.74%8.46%
2020-24.92%13.67%5.10%13.98%
201913.32%3.69%2.74%7.17%
2018-1.58%0.44%6.20%-13.50%
20173.16%1.29%2.34%4.14%
20160.18%3.71%6.59%5.98%
20151.76%0.66%-10.67%4.18%
20144.71%4.60%-2.69%1.46%
201311.30%4.95%4.55%8.22%
201214.34%-7.14%7.01%4.01%
20117.82%-2.28%-18.95%11.31%
20107.15%-12.67%11.84%12.03%
2009-9.92%25.66%20.31%6.23%
2008-14.84%-4.02%-10.21%-20.90%
20072.92%6.89%-3.48%-12.26%

Rank in category (by total return)

YTD62
1-month2
3-month13
1-year61
3-year52
5-year40

Load adjusted returns

1-year-0.43%
3-year11.23%
5-year7.61%
10-year7.11%