Nasdaq - Delayed Quote USD

Hartford Capital Appreciation C (HCACX)

26.45 +0.19 (+0.72%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.93%
5y Average Return 9.75%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (May 30, 2024) 41.85%
Worst 1Y Total Return (May 30, 2024) --
Best 3Y Total Return 41.85%
Worst 3Y Total Return 3.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCACX
Category
YTD
3.62%
5.31%
1-Month
-4.76%
-4.19%
3-Month
2.69%
3.90%
1-Year
15.50%
20.31%
3-Year
1.37%
6.48%
5-Year
8.00%
11.78%
10-Year
8.36%
10.96%
Last Bull Market
24.69%
25.56%
Last Bear Market
-16.52%
-15.11%

Annual Total Return (%) History

Year
HCACX
Category
2024
--
--
2023
17.99%
22.32%
2022
-18.55%
-16.96%
2021
14.29%
26.07%
2020
19.85%
15.83%
2019
29.52%
28.78%
2018
-5.60%
-6.27%
2017
20.37%
20.44%

2016
3.38%
10.37%
2015
0.62%
-1.07%
2014
6.55%
10.96%
2013
40.72%
31.50%
2012
19.30%
14.96%
2011
-15.88%
-1.27%
2010
12.11%
14.01%
2009
41.85%
28.17%
2008
-46.49%
-37.79%
2007
15.32%
6.16%
2006
14.86%
14.17%
2005
14.30%
5.88%
2004
17.23%
10.02%
2003
39.47%
27.05%
2002
-23.32%
-22.25%
2001
-7.37%
-13.50%
2000
7.61%
-6.31%
1999
65.43%
20.16%
1998
--
22.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.80% -- -- --
2023 5.13% 6.31% -5.42% 11.62%
2022 -6.09% -16.52% -5.59% 10.05%
2021 4.40% 4.63% -1.12% 5.82%
2020 -21.66% 21.72% 10.44% 13.81%
2019 15.39% 5.73% -0.33% 6.52%
2018 0.79% 3.77% 4.38% -13.52%
2017 7.93% 4.22% 2.13% 4.77%
2016 -3.09% 0.71% 4.57% 1.30%
2015 3.18% 0.44% -9.22% 6.94%

2014 0.27% 4.46% -0.70% 2.45%
2013 11.87% 5.01% 8.35% 10.55%
2012 16.31% -7.94% 4.82% 6.29%
2011 2.21% -3.47% -21.04% 7.97%
2010 3.76% -13.50% 11.62% 11.90%
2009 -6.93% 23.96% 15.38% 6.57%
2008 -11.62% 2.68% -20.05% -26.24%
2007 0.12% 9.12% 5.67% -0.10%
2006 5.49% -2.24% 2.74% 8.42%
2005 -2.69% 1.67% 9.45% 5.55%
2004 4.84% 2.20% -3.32% 13.16%
2003 -5.32% 19.33% 5.25% 17.28%
2002 -2.63% -15.10% -14.18% 8.07%
2001 -5.36% 7.93% -20.33% 13.83%
2000 14.41% -6.47% 6.12% -5.24%
1999 9.41% 15.70% -4.25% 36.48%
1998 25.42% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 78
3-Month 80
1-Year 81
3-Year 97
5-Year 96

Load Adjusted Returns

1-Year 14.50%
3-Year 1.37%
5-Year 8.00%
10-Year 8.36%

Performance & Risk

YTD Return 7.93%
5y Average Return 9.75%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 5.85B
YTD Return 3.62%
Yield 0.14%
Morningstar Rating
Inception Date Jul 31, 1998

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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