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Hartford Capital Appreciation R4 (ITHSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.32+0.09 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.45%
5-year average return10.01%
Number of years up13
Number of years down4
Best 1-yr total return (23 Jun 2024)43.03%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return43.03%
Worst 3-yr total return3.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnITHSXCategory
YTD9.05%5.31%
1-month5.00%-4.19%
3-month2.78%3.90%
1-year22.91%20.31%
3-year4.15%6.48%
5-year10.94%11.78%
10-year9.40%10.96%
Last bull market25.10%25.56%
Last bear market-16.37%-15.11%

Annual total return (%) history

Year
ITHSXCategory
2024
N/AN/A
2023
18.90%22.32%
2022
-17.95%-16.96%
2021
15.13%26.07%
2020
20.73%15.83%
2019
30.40%28.78%
2018
-4.90%-6.27%
2017
21.25%20.44%
2016
4.10%10.37%
2015
1.33%-1.07%
2014
7.33%10.96%
2013
41.74%31.50%
2012
20.24%14.96%
2011
-15.24%-1.27%
2010
12.92%14.01%
2009
43.03%28.17%
2008
-46.10%-37.79%
2007
16.16%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.00%N/AN/AN/A
20235.33%6.53%-5.26%11.85%
2022-5.91%-16.37%-5.44%10.28%
20214.59%4.83%-0.95%6.01%
2020-21.50%21.92%10.65%14.01%
201915.60%5.92%-0.19%6.70%
20180.96%3.95%4.54%-13.33%
20178.14%4.40%2.32%4.96%
2016-2.93%0.89%4.76%1.47%
20153.33%0.64%-9.08%7.17%
20140.44%4.65%-0.53%2.65%
201312.07%5.20%8.56%10.75%
201216.56%-7.76%5.00%6.51%
20112.40%-3.29%-20.88%8.18%
20103.96%-13.37%11.84%12.10%
2009-6.71%24.21%15.58%6.80%
2008-11.48%2.87%-19.91%-26.10%
20070.30%9.28%5.88%0.09%

Rank in category (by total return)

YTD68
1-month24
3-month66
1-year76
3-year91
5-year91

Load adjusted returns

1-year22.91%
3-year4.15%
5-year10.94%
10-year9.40%