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Hartford Healthcare HLS IA (HIAHX)
19.60
+0.07
(+0.36%)
At close: October 30 at 8:08:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.57% |
|---|---|
| 5y Average Return | 4.70% |
| Number of Years Up | 20 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 51.84% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 51.84% |
| Worst 3Y Total Return | -2.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HIAHX
Category
- YTD
- 7.55%
- 7.95%
- 1-Month
- -2.72%
- 4.81%
- 3-Month
- 1.85%
- 7.18%
- 1-Year
- 24.18%
- 30.16%
- 3-Year
- 10.78%
- 16.10%
- 5-Year
- 3.77%
- 15.71%
- 10-Year
- 9.06%
- 15.27%
- Last Bull Market
- 18.75%
- 23.06%
- Last Bear Market
- -9.40%
- -13.88%
Annual Total Return (%) History
Year
HIAHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.93% | 11.08% | 1.85% | -- |
|
2025
|
0.67% | -5.53% | 5.72% | 15.46% |
|
2024
|
7.50% | -0.11% | 5.72% | -11.57% |
|
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% |
Rank in Category (By Total Return)
| YTD | 63 |
| 1-Month | 61 |
|---|---|
| 3-Month | 57 |
| 1-Year | 50 |
| 3-Year | 74 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 24.18% |
| 3-Year | 10.78% |
|---|---|
| 5-Year | 3.77% |
| 10-Year | 9.06% |
Performance & Risk
| YTD Return | 15.57% |
| 5y Average Return | 4.70% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.60 |
| Morningstar Risk Rating |
Fund Overview
| Category | Health |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 111.09M |
| YTD Return | 7.55% |
| Yield | 0.19% |
| 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.
