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Nasdaq - Delayed Quote USD

Hartford Small Company I (IHSIX)

18.82
-0.78
(-3.98%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -20.21%
5y Average Return 7.11%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 8, 2025) 54.25%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 54.25%
Worst 3Y Total Return -6.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IHSIX
Category
YTD
-8.77%
12.40%
1-Month
-7.03%
3.37%
3-Month
-8.77%
4.88%
1-Year
-4.79%
55.69%
3-Year
-2.15%
19.34%
5-Year
10.97%
20.72%
10-Year
6.46%
13.98%
Last Bull Market
22.43%
27.85%
Last Bear Market
-23.91%
-24.06%

Annual Total Return (%) History

Year
IHSIX
Category
2025
--
--
2024
11.69%
--
2023
16.44%
--
2022
-31.17%
--
2021
1.32%
--
2020
54.25%
38.62%
2019
36.88%
27.68%
2018
-4.11%
-5.76%

2017
25.47%
21.50%
2016
1.97%
11.20%
2015
-8.20%
-2.41%
2014
6.63%
2.44%
2013
43.74%
40.91%
2012
15.26%
13.15%
2011
-4.47%
-3.55%
2010
23.34%
26.98%
2009
29.39%
35.46%
2008
-40.74%
-41.55%
2007
11.62%
7.59%
2006
--
10.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.77% -- -- --
2024 7.01% -2.60% 7.97% -0.75%
2023 2.49% 7.40% -5.94% 12.47%
2022 -12.83% -23.91% 0.12% 3.66%
2021 1.91% 2.50% -4.73% 1.81%
2020 -24.16% 38.20% 12.88% 30.38%
2019 22.56% 4.79% -4.57% 11.68%
2018 3.53% 8.40% 8.07% -20.94%
2017 6.88% 4.95% 5.37% 6.16%
2016 -9.39% 3.45% 8.16% 0.57%

2015 5.21% 0.22% -15.14% 2.59%
2014 0.74% 3.59% -4.61% 7.11%
2013 13.46% 4.79% 10.83% 9.08%
2012 16.86% -4.84% 4.07% -0.42%
2011 12.07% 0.68% -22.03% 8.58%
2010 7.26% -10.18% 10.87% 15.48%
2009 -10.61% 17.72% 16.52% 5.53%
2008 -13.74% 3.98% -10.36% -26.29%
2007 4.74% 6.17% 0.82% -0.43%
2006 9.92% -- -- --

Rank in Category (By Total Return)

YTD 31
1-Month 41
3-Month 31
1-Year 48
3-Year 74
5-Year 65

Load Adjusted Returns

1-Year -4.79%
3-Year -2.15%
5-Year 10.97%
10-Year 6.46%

Performance & Risk

YTD Return -20.21%
5y Average Return 7.11%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 570.29M
YTD Return -8.77%
Yield 0.00%
Morningstar Rating
Inception Date Dec 22, 2006

Fund Summary

The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.

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