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Nasdaq - Delayed Quote USD

Hartford Real Asset R5 (HRLTX)

8.83
+0.06
+(0.68%)
At close: 8:01:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.73%
5y Average Return 11.32%
Number of Years Up 7
Number of Years Down 7
Best 1Y Total Return (Apr 30, 2025) 21.55%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 21.55%
Worst 3Y Total Return -10.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HRLTX
Category
YTD
8.59%
8.60%
1-Month
4.36%
0.11%
3-Month
8.59%
4.82%
1-Year
4.97%
25.33%
3-Year
2.72%
8.02%
5-Year
13.63%
8.06%
10-Year
4.58%
6.03%
Last Bull Market
0.80%
13.54%
Last Bear Market
-9.90%
-13.20%

Annual Total Return (%) History

Year
HRLTX
Category
2025
--
--
2024
-1.65%
--
2023
7.43%
--
2022
0.64%
--
2021
21.55%
--
2020
-1.18%
6.18%
2019
12.22%
16.10%
2018
-10.16%
-8.26%

2017
9.55%
14.79%
2016
19.84%
6.04%
2015
-16.56%
-4.15%
2014
-10.86%
1.54%
2013
-3.66%
10.07%
2012
3.90%
10.74%
2011
-10.28%
-3.99%
2010
--
10.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.59% -- -- --
2024 1.74% -0.11% 3.54% -6.53%
2023 2.99% -1.28% 0.82% 4.80%
2022 6.54% -9.90% -5.26% 10.66%
2021 7.68% 6.05% 1.33% 5.04%
2020 -26.79% 17.38% 2.73% 11.93%
2019 8.52% 1.12% -3.99% 6.52%
2018 -1.17% 2.47% -0.31% -11.01%
2017 0.11% -2.35% 6.77% 4.96%
2016 5.07% 7.11% 3.32% 3.07%

2015 -2.09% 0.79% -14.25% -1.39%
2014 1.56% 6.05% -7.15% -10.86%
2013 0.28% -10.59% 4.89% 2.46%
2012 3.84% -6.66% 7.23% -0.03%
2011 5.54% -4.12% -15.32% 4.70%
2010 10.54% 11.05% -- --

Rank in Category (By Total Return)

YTD 3
1-Month 1
3-Month 3
1-Year 54
3-Year 63
5-Year 5

Load Adjusted Returns

1-Year 4.97%
3-Year 2.72%
5-Year 13.63%
10-Year 4.58%

Performance & Risk

YTD Return 7.73%
5y Average Return 11.32%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Hartford Mutual Funds
Net Assets 61.29M
YTD Return 8.59%
Yield 3.69%
Morningstar Rating
Inception Date Feb 28, 2022

Fund Summary

The fund seeks its investment objective by investing in a globally diverse mix of investments. It will target an investment allocation of approximately 50% of its net assets in equity securities, 40% of its net assets in fixed income investments, and 10% of its net assets in commodity-related investments.

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