Nasdaq - Delayed Quote USD

Hartford Capital Appreciation A (ITHAX)

41.73
-0.12
(-0.29%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.09%
5y Average Return 11.86%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 41.67%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 41.67%
Worst 3Y Total Return 4.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ITHAX
Category
YTD
-7.91%
5.31%
1-Month
-1.70%
-4.19%
3-Month
-10.47%
3.90%
1-Year
6.96%
20.31%
3-Year
7.79%
6.48%
5-Year
11.32%
11.78%
10-Year
8.68%
10.96%
Last Bull Market
19.77%
25.56%
Last Bear Market
-16.35%
-15.11%

Annual Total Return (%) History

Year
ITHAX
Category
2025
--
--
2024
20.64%
--
2023
18.95%
22.32%
2022
-17.89%
-16.96%
2021
15.21%
26.07%
2020
20.73%
15.83%
2019
30.46%
28.78%
2018
-4.85%
-6.27%

2017
21.26%
20.44%
2016
4.12%
10.37%
2015
1.33%
-1.07%
2014
7.33%
10.96%
2013
41.67%
31.50%
2012
20.16%
14.96%
2011
-15.24%
-1.27%
2010
12.87%
14.01%
2009
42.83%
28.17%
2008
-46.09%
-37.79%
2007
16.18%
6.16%
2006
15.66%
14.17%
2005
15.10%
5.88%
2004
17.93%
10.02%
2003
40.40%
27.05%
2002
-22.86%
-22.25%
2001
-6.74%
-13.50%
2000
8.35%
-6.31%
1999
66.75%
20.16%
1998
3.26%
22.39%
1997
55.11%
28.37%
1996
--
20.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.31% -- -- --
2024 9.00% 2.09% 6.27% 2.02%
2023 5.34% 6.54% -5.27% 11.89%
2022 -5.90% -16.35% -5.44% 10.31%
2021 4.63% 4.82% -0.93% 6.04%
2020 -21.51% 21.93% 10.67% 14.00%
2019 15.61% 5.92% -0.16% 6.71%
2018 0.99% 3.96% 4.57% -13.32%
2017 8.12% 4.42% 2.34% 4.94%
2016 -2.92% 0.90% 4.73% 1.49%

2015 3.34% 0.65% -9.07% 7.13%
2014 0.45% 4.64% -0.51% 2.63%
2013 12.03% 5.19% 8.56% 10.73%
2012 16.52% -7.77% 5.00% 6.49%
2011 2.43% -3.30% -20.90% 8.19%
2010 3.98% -13.39% 11.83% 12.07%
2009 -6.75% 24.16% 15.52% 6.79%
2008 -11.47% 2.88% -19.92% -26.09%
2007 0.32% 9.33% 5.83% 0.10%
2006 5.68% -2.07% 2.92% 8.57%
2005 -2.52% 1.86% 9.62% 5.75%
2004 5.01% 2.34% -3.18% 13.35%
2003 -5.14% 19.53% 5.39% 17.49%
2002 -2.43% -14.99% -14.03% 8.18%
2001 -5.22% 8.12% -20.19% 14.04%
2000 14.56% -6.26% 6.27% -5.06%
1999 9.65% 15.90% -4.08% 36.81%
1998 10.50% -4.68% -21.94% 25.58%
1997 2.69% 31.91% 22.12% -6.24%
1996 15.18% -- -- --

Rank in Category (By Total Return)

YTD 93
1-Month 84
3-Month 93
1-Year 79
3-Year 87
5-Year 95

Load Adjusted Returns

1-Year 1.08%
3-Year 5.78%
5-Year 10.07%
10-Year 8.06%

Performance & Risk

YTD Return -2.09%
5y Average Return 11.86%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 5.58B
YTD Return -7.91%
Yield 0.52%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Summary

The fund normally invests at least 65% of its net assets in common stocks. It may invest in securities of any market capitalization, but the advisor tends to focus on medium and large companies. Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market. The fund may trade portfolio securities actively.

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