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Nasdaq - Delayed Quote USD

Hartford Capital Appreciation I (ITHIX)

40.74
+0.31
+(0.77%)
At close: 8:03:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.26%
5y Average Return 14.67%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Mar 31, 2025) 42.14%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 42.14%
Worst 3Y Total Return 4.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ITHIX
Category
YTD
-0.35%
5.31%
1-Month
-3.12%
-4.19%
3-Month
-3.34%
3.90%
1-Year
13.55%
20.31%
3-Year
8.77%
6.48%
5-Year
12.39%
11.78%
10-Year
9.89%
10.96%
Last Bull Market
19.96%
25.56%
Last Bear Market
-16.30%
-15.11%

Annual Total Return (%) History

Year
ITHIX
Category
2024
20.94%
--
2023
19.30%
22.32%
2022
-17.69%
-16.96%
2021
15.50%
26.07%
2020
21.11%
15.83%
2019
30.81%
28.78%
2018
-4.60%
-6.27%
2017
21.60%
20.44%

2016
4.44%
10.37%
2015
1.65%
-1.07%
2014
7.69%
10.96%
2013
42.14%
31.50%
2012
20.53%
14.96%
2011
-15.04%
-1.27%
2010
13.17%
14.01%
2009
43.37%
28.17%
2008
-45.93%
-37.79%
2007
16.55%
6.16%
2006
--
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.06% 2.17% 6.33% 2.08%
2023 5.42% 6.60% -5.17% 11.94%
2022 -5.84% -16.30% -5.34% 10.34%
2021 4.67% 4.93% -0.86% 6.08%
2020 -21.45% 22.02% 10.74% 14.10%
2019 15.68% 6.01% -0.11% 6.79%
2018 1.04% 4.02% 4.65% -13.26%
2017 8.19% 4.49% 2.41% 5.04%
2016 -2.85% 0.99% 4.83% 1.55%
2015 3.42% 0.70% -9.02% 7.28%

2014 0.51% 4.75% -0.43% 2.72%
2013 12.13% 5.24% 8.68% 10.83%
2012 16.63% -7.71% 5.06% 6.58%
2011 2.45% -3.21% -20.87% 8.28%
2010 4.02% -13.32% 11.88% 12.18%
2009 -6.65% 24.29% 15.66% 6.84%
2008 -11.41% 2.97% -19.85% -26.05%
2007 0.40% 9.38% 5.93% 0.20%
2006 8.63% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 89
3-Month 83
1-Year 75
3-Year 83
5-Year 92

Load Adjusted Returns

1-Year 13.55%
3-Year 8.77%
5-Year 12.39%
10-Year 9.89%

Performance & Risk

YTD Return -6.26%
5y Average Return 14.67%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 6.15B
YTD Return -0.35%
Yield 0.71%
Morningstar Rating
Inception Date Dec 22, 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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