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Nasdaq - Delayed Quote USD

Hartford Stock HLS IB (HIBSX)

97.21
+1.60
+(1.67%)
At close: 8:04:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.49%
5y Average Return 11.15%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 9, 2025) 31.92%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 31.92%
Worst 3Y Total Return 3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HIBSX
Category
YTD
-0.04%
5.31%
1-Month
-3.11%
-4.19%
3-Month
-0.04%
3.90%
1-Year
2.40%
20.31%
3-Year
4.05%
6.48%
5-Year
13.36%
11.78%
10-Year
10.07%
10.96%
Last Bull Market
11.39%
25.56%
Last Bear Market
-9.39%
-15.11%

Annual Total Return (%) History

Year
HIBSX
Category
2025
--
--
2024
8.47%
--
2023
7.45%
22.32%
2022
-5.37%
-16.96%
2021
24.67%
26.07%
2020
11.79%
15.83%
2019
30.89%
28.78%
2018
-0.38%
-6.27%

2017
19.54%
20.44%
2016
7.14%
10.37%
2015
2.48%
-1.07%
2014
11.04%
10.96%
2013
31.92%
31.50%
2012
14.10%
14.96%
2011
-1.34%
-1.27%
2010
14.51%
14.01%
2009
41.18%
28.17%
2008
-43.27%
-37.79%
2007
5.55%
6.16%
2006
14.37%
14.17%
2005
9.35%
5.88%
2004
3.91%
10.02%
2003
26.16%
27.05%
2002
-24.42%
-22.25%
2001
-12.39%
-13.50%
2000
-7.21%
-6.31%
1999
19.57%
20.16%
1998
--
22.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.04% -- -- --
2024 5.89% -1.67% 9.49% -4.85%
2023 -0.06% 3.37% -5.62% 10.20%
2022 -2.13% -9.39% -5.62% 13.07%
2021 4.30% 6.65% 0.59% 11.42%
2020 -17.90% 13.14% 10.49% 8.92%
2019 14.02% 5.89% 3.21% 5.03%
2018 -1.21% 3.05% 8.09% -9.47%
2017 5.33% 3.58% 3.67% 5.69%
2016 2.76% 2.61% 0.78% 0.82%

2015 0.72% -1.63% -3.21% 6.86%
2014 1.48% 2.36% 1.00% 5.83%
2013 11.00% 4.14% 4.34% 9.37%
2012 13.23% -2.78% 4.29% -0.61%
2011 6.06% -1.81% -16.23% 13.10%
2010 5.69% -13.60% 11.34% 12.63%
2009 -6.93% 20.29% 17.96% 6.90%
2008 -12.07% -2.63% -12.29% -24.45%
2007 0.97% 8.99% 0.96% -5.00%
2006 3.95% -3.01% 5.16% 7.87%
2005 -2.60% 2.22% 5.90% 3.70%
2004 -0.53% 2.13% -3.87% 6.40%
2003 -4.19% 14.58% 2.14% 12.51%
2002 -0.40% -16.31% -17.35% 9.71%
2001 -11.09% 3.57% -14.43% 11.19%
2000 2.65% -3.61% -1.76% -4.54%
1999 5.27% 7.30% -6.50% 13.21%
1998 -10.02% 22.12% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 7
3-Month 10
1-Year 85
3-Year 94
5-Year 97

Load Adjusted Returns

1-Year 2.40%
3-Year 4.05%
5-Year 13.36%
10-Year 10.07%

Performance & Risk

YTD Return -2.49%
5y Average Return 11.15%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 1.23B
YTD Return -0.04%
Yield 1.33%
Morningstar Rating
Inception Date Aug 31, 1977

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

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