Nasdaq - Delayed Quote USD
Hartford Small Company R5 (IHSUX)
24.24
+0.18
+(0.75%)
At close: 8:01:13 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -14.56% |
| 5y Average Return | 8.03% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 16, 2025) | 54.37% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 54.37% |
| Worst 3Y Total Return | -6.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IHSUX
Category
- YTD
- -8.77%
- 12.40%
- 1-Month
- -7.05%
- 3.37%
- 3-Month
- -8.77%
- 4.88%
- 1-Year
- -4.82%
- 55.69%
- 3-Year
- -2.17%
- 19.34%
- 5-Year
- 10.96%
- 20.72%
- 10-Year
- 6.53%
- 13.98%
- Last Bull Market
- 22.39%
- 27.85%
- Last Bear Market
- -23.91%
- -24.06%
Annual Total Return (%) History
Year
IHSUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.77% | -- | -- | -- |
| 2024 | 6.98% | -2.59% | 7.99% | -0.81% |
| 2023 | 2.49% | 7.38% | -5.95% | 12.48% |
| 2022 | -12.83% | -23.91% | 0.14% | 3.63% |
| 2021 | 1.88% | 2.50% | -4.70% | 1.80% |
| 2020 | -24.11% | 38.18% | 12.87% | 30.42% |
| 2019 | 22.62% | 4.81% | -4.55% | 11.66% |
| 2018 | 3.58% | 8.41% | 8.11% | -20.93% |
| 2017 | 6.95% | 4.96% | 5.39% | 6.21% |
| 2016 | -9.35% | 3.49% | 8.28% | 0.60% |
| 2015 | 5.30% | 0.24% | -15.10% | 2.65% |
| 2014 | 0.75% | 3.66% | -4.57% | 7.13% |
| 2013 | 13.51% | 4.85% | 10.90% | 9.08% |
| 2012 | 16.90% | -4.81% | 4.17% | -0.39% |
| 2011 | 12.11% | 0.73% | -22.03% | 8.67% |
| 2010 | 7.27% | -10.14% | 10.91% | 15.53% |
| 2009 | -10.64% | 17.81% | 16.57% | 5.49% |
| 2008 | -13.71% | 3.95% | -10.28% | -26.24% |
| 2007 | 4.75% | 6.18% | 0.81% | -0.40% |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 41 |
| 3-Month | 31 |
| 1-Year | 49 |
| 3-Year | 74 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | -4.82% |
| 3-Year | -2.17% |
| 5-Year | 10.96% |
| 10-Year | 6.53% |
Performance & Risk
| YTD Return | -14.56% |
| 5y Average Return | 8.03% |
| 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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