Nasdaq - Delayed Quote USD
Hartford Small Cap Value R5 (HSMTX)
12.48
-0.10
(-0.79%)
At close: June 11 at 6:46:06 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The fund's sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -7.61% |
| 5y Average Return | 12.20% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HSMTX | Category Average | HSMTX | Category Average | HSMTX | Category Average | |
| Alpha | -8.87 | -0.12 | -0.54 | -0.08 | -6.63 | -0.07 |
| BETA | 1.13 | 0.01 | 1.04 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 1.35 | 0.01 | 0.71 | 0.01 |
| R-squared | 65.3 | 0.78 | 59.14 | 0.72 | 68.37 | 0.73 |
| Standard Deviation | 23.23 | 0.28 | 21.85 | 0.23 | 21.75 | 0.2 |
| Sharpe Ratio | 0.11 | 0 | 0.6 | 0.01 | 0.3 | 0.01 |
| Treynor Ratio | 0.06 | 0.06 | 11.42 | 0.09 | 3.72 | 0.08 |
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