Hartford Equity Income Fund Class F (HQIFX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Hartford Equity Income Fund Class F, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Hartford Equity Income Fund Class F (HQIFX) has returned -1.20% so far this year and 9.46% over the past 12 months.

Based on dividend-adjusted daily data since Feb 28, 2017, HQIFX's average daily return is +0.04%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HQIFX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.2%, while the worst single day was Mar 16, 2020 at -11.7%.

Hartford Equity Income Fund Class F has an annualized alpha of 1.19%, beta of 0.80, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since March 01, 2017.

• This fund participated in 85.14% of S&P 500 Index downside but only 82.60% of its upside — more exposed to losses than it benefited from rallies.

HQIFX has an expense ratio of 0.64%, placing it in the medium range.

HQIFX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Hartford Equity Income Fund Class F (HQIFX) and compare them to a chosen benchmark (S&P 500 Index).

Hartford Equity Income Fund Class F provided a 13.20% dividend yield over the last twelve months, with an annual payout of $2.61 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Hartford Equity Income Fund Class F. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hartford Equity Income Fund Class F. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hartford Equity Income Fund Class F was 34.99%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current Hartford Equity Income Fund Class F drawdown is 7.45%.

The chart below shows the rolling one-month volatility.