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Hartford Capital Appreciation R3 (ITHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.55-0.05 (-0.10%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.45%
5-year average return9.87%
Number of years up13
Number of years down4
Best 1-yr total return (15 May 2024)42.52%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return42.52%
Worst 3-yr total return3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnITHRXCategory
YTD3.76%5.31%
1-month-4.75%-4.19%
3-month2.80%3.90%
1-year15.95%20.31%
3-year1.80%6.48%
5-year8.45%11.78%
10-year8.81%10.96%
Last bull market24.94%25.56%
Last bear market-16.43%-15.11%

Annual total return (%) history

Year
ITHRXCategory
2024
N/AN/A
2023
18.51%22.32%
2022
-18.19%-16.96%
2021
14.76%26.07%
2020
20.34%15.83%
2019
30.01%28.78%
2018
-5.20%-6.27%
2017
20.89%20.44%
2016
3.79%10.37%
2015
1.03%-1.07%
2014
6.99%10.96%
2013
41.29%31.50%
2012
19.86%14.96%
2011
-15.47%-1.27%
2010
12.56%14.01%
2009
42.52%28.17%
2008
-46.28%-37.79%
2007
15.76%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
20235.26%6.44%-5.35%11.76%
2022-5.97%-16.43%-5.51%10.19%
20214.52%4.75%-1.03%5.91%
2020-21.58%21.87%10.55%13.91%
201915.54%5.82%-0.27%6.62%
20180.89%3.86%4.47%-13.40%
20178.07%4.33%2.25%4.87%
2016-3.01%0.83%4.66%1.40%
20153.27%0.56%-9.14%7.08%
20140.38%4.56%-0.60%2.55%
201311.99%5.11%8.48%10.65%
201216.46%-7.84%4.93%6.44%
20112.32%-3.34%-20.96%8.13%
20103.88%-13.43%11.74%12.01%
2009-6.80%24.11%15.48%6.70%
2008-11.59%2.81%-19.97%-26.14%
20070.22%9.19%5.78%0.00%

Rank in category (by total return)

YTD78
1-month77
3-month78
1-year80
3-year97
5-year94

Load adjusted returns

1-year15.95%
3-year1.80%
5-year8.45%
10-year8.81%