Nasdaq - Delayed Quote USD

Hartford Healthcare HLS IA (HIAHX)

17.76 +0.16 (+0.91%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 8.00%
5y Average Return 8.75%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Nov 6, 2024) 51.84%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 51.84%
Worst 3Y Total Return 0.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HIAHX
Category
YTD
7.26%
7.95%
1-Month
-5.51%
4.81%
3-Month
-2.49%
7.18%
1-Year
20.80%
30.16%
3-Year
0.06%
16.10%
5-Year
8.60%
15.71%
10-Year
8.79%
15.27%
Last Bull Market
21.07%
23.06%
Last Bear Market
-9.40%
-13.88%

Annual Total Return (%) History

Year
HIAHX
Category
2024
--
--
2023
4.11%
--
2022
-11.24%
--
2021
10.01%
--
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
--
56.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.50% -0.11% 5.72% --
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%
2019 14.25% 1.70% -3.42% 19.36%
2018 1.69% 3.90% 9.15% -15.60%
2017 12.81% 8.26% 1.58% -1.45%
2016 -12.60% 7.06% 2.83% -4.79%
2015 9.63% 5.26% -11.92% 11.39%

2014 7.52% 4.60% 1.39% 11.72%
2013 16.26% 5.08% 10.88% 12.09%
2012 14.99% 1.32% 5.08% -1.47%
2011 8.58% 9.03% -14.65% 7.42%
2010 7.96% -13.17% 8.92% 4.91%
2009 -8.72% 11.08% 13.05% 7.05%
2008 -11.87% 3.80% -1.36% -17.51%
2007 1.34% 2.74% 3.29% -1.33%
2006 3.77% -2.62% 5.01% 4.78%
2005 -7.07% 6.23% 10.26% 3.28%
2004 3.37% 1.82% -3.21% 10.72%
2003 -3.28% 21.57% 1.91% 10.41%
2002 0.26% -14.75% -10.29% 8.28%
2001 -11.57% 11.03% -5.12% 9.54%
2000 14.97% 8.24% -- --

Rank in Category (By Total Return)

YTD 51
1-Month 85
3-Month 61
1-Year 64
3-Year 46
5-Year 48

Load Adjusted Returns

1-Year 20.80%
3-Year 0.06%
5-Year 8.60%
10-Year 8.79%

Performance & Risk

YTD Return 8.00%
5y Average Return 8.75%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Hartford Mutual Funds
Net Assets 132.35M
YTD Return 7.26%
Yield 0.10%
Morningstar Rating
Inception Date May 01, 2000

Fund Summary

The fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser. It will invest in securities of issuers located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country. The fund may invest in securities of companies of any market capitalization.

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