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Hartford Small Cap Growth Hls Fund Class Ia: (MF: HISCX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$25.69 USD
-0.15 (-0.58%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.70 | 28 |
| 3 months | 7.70 | 28 |
| 6 months | 20.39 | 38 |
| 1 Year | 22.09 | 27 |
| 3 Year | -2.33 | 80 |
| 5 Year | 7.30 | 78 |
| 10 Year | 7.95 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.98 |
| Bull Market (2/09 - 3/21) | 725.30 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 22.09 |
| 5 Year | 7.29 |
| 10 Year | 7.95 |
| Since Inception | 10.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.70 | NA | NA | NA |
| 2023 | 4.46 | 8.20 | -6.27 | 11.78 |
| 2022 | -14.07 | -19.42 | -1.06 | 4.47 |
| 2021 | 1.91 | 3.13 | -1.39 | 0.35 |
| 2020 | -26.21 | 29.04 | 6.16 | 31.77 |
| 2019 | 20.81 | 2.41 | -2.95 | 13.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.70 | 18.42 | -28.43 | 4.01 | 33.21 | 35.84 | -11.69 | 20.07 | 12.33 | -0.54 | 5.85 |
| % Total Return Rel to Index | -2.85 | -7.82 | -10.23 | -24.66 | 14.81 | 4.35 | -7.30 | -1.72 | 0.40 | -1.93 | -7.79 |
| % Total Return Rel to Peer | 1.19 | 2.34 | -8.91 | -15.29 | 14.21 | 10.40 | -0.91 | 4.47 | -3.61 | 4.17 | 3.18 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 5.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.02 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.12 | 0.07 | 0.06 |
| Capital Gains ($) | 0.00 | 0.00 | 4.79 | 3.19 | 1.12 | 5.69 | 2.09 | 0.00 | 1.13 | 3.05 | 6.18 |
| Expense Ratio | 0.00 | 0.65 | 0.64 | 0.63 | 0.67 | 0.64 | 0.64 | 0.65 | 0.65 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%