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Hartford Healthcare HLS IA (HIAHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
17.76+0.16 (+0.91%)
At close: 08:06AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.00%
5-Year Average Return8.75%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)51.84%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return51.84%
Worst 3-Yr Total Return0.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHIAHXCategory
YTD7.26%7.95%
1-Month-5.51%4.81%
3-Month-2.49%7.18%
1-Year20.80%30.16%
3-Year0.06%16.10%
5-Year8.60%15.71%
10-Year8.79%15.27%
Last Bull Market21.07%23.06%
Last Bear Market-9.40%-13.88%

Annual Total Return (%) History

Year
HIAHXCategory
2024
N/AN/A
2023
4.11%N/A
2022
-11.24%N/A
2021
10.01%N/A
2020
23.10%27.63%
2019
33.95%26.23%
2018
-2.67%-0.40%
2017
22.26%24.31%
2016
-8.39%-10.60%
2015
13.21%8.05%
2014
27.39%27.25%
2013
51.84%48.17%
2012
20.62%21.55%
2011
8.54%7.66%
2010
7.10%8.38%
2009
22.72%22.48%
2008
-25.56%-23.43%
2007
6.11%9.27%
2006
11.19%4.27%
2005
12.43%9.64%
2004
12.80%9.84%
2003
32.31%32.51%
2002
-16.97%-28.13%
2001
2.04%-11.26%
2000
N/A56.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.50%-0.11%5.72%N/A
2023-3.68%5.82%-5.83%8.46%
2022-7.51%-9.40%-4.50%10.92%
2021-0.54%8.72%-2.05%3.88%
2020-13.48%21.04%6.32%10.56%
201914.25%1.70%-3.42%19.36%
20181.69%3.90%9.15%-15.60%
201712.81%8.26%1.58%-1.45%
2016-12.60%7.06%2.83%-4.79%
20159.63%5.26%-11.92%11.39%
20147.52%4.60%1.39%11.72%
201316.26%5.08%10.88%12.09%
201214.99%1.32%5.08%-1.47%
20118.58%9.03%-14.65%7.42%
20107.96%-13.17%8.92%4.91%
2009-8.72%11.08%13.05%7.05%
2008-11.87%3.80%-1.36%-17.51%
20071.34%2.74%3.29%-1.33%
20063.77%-2.62%5.01%4.78%
2005-7.07%6.23%10.26%3.28%
20043.37%1.82%-3.21%10.72%
2003-3.28%21.57%1.91%10.41%
20020.26%-14.75%-10.29%8.28%
2001-11.57%11.03%-5.12%9.54%
200014.97%8.24%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month85
3-Month61
1-Year64
3-Year46
5-Year48

Load Adjusted Returns

1-Year20.80%
3-Year0.06%
5-Year8.60%
10-Year8.79%