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Hartford Checks and Balances F (HCKFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
10.46-0.07 (-0.66%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.56%
5-Year Average Return8.48%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)22.82%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return22.82%
Worst 3-Yr Total Return4.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHCKFXCategory
YTD11.40%9.69%
1-Month-1.62%0.91%
3-Month1.91%5.21%
1-Year24.83%27.06%
3-Year3.78%11.00%
5-Year8.17%10.26%
10-Year7.76%8.34%
Last Bull Market18.07%15.58%
Last Bear Market-11.32%-12.16%

Annual Total Return (%) History

Year
HCKFXCategory
2024
N/AN/A
2023
13.48%N/A
2022
-13.31%N/A
2021
14.77%N/A
2020
13.41%11.72%
2019
22.82%19.23%
2018
-3.24%-5.76%
2017
N/A13.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.37%1.19%6.20%N/A
20233.30%3.78%-3.57%9.78%
2022-4.48%-11.32%-5.45%8.24%
20213.93%4.45%0.10%5.61%
2020-14.71%14.17%5.96%9.92%
201910.22%4.20%1.92%4.92%
2018-0.77%1.91%4.15%-8.13%
20172.93%2.64%3.81%N/A

Rank In Category (By Total Return)

YTD32
1-Month50
3-Month40
1-Year28
3-Year36
5-Year31

Load Adjusted Returns

1-Year24.83%
3-Year3.78%
5-Year8.17%
10-Year7.76%