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The Hartford Small Company Fund Class I: (MF: IHSIX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$21.24 USD
+0.72 (3.51%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.52 | 31 |
| 3 months | -13.78 | 46 |
| 6 months | -8.30 | 34 |
| 1 Year | 1.96 | 26 |
| 3 Year | 1.78 | 73 |
| 5 Year | 7.42 | 82 |
| 10 Year | 6.70 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.69 |
| Bull Market (2/09 - 3/21) | 575.27 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -4.79 |
| 5 Year | 10.96 |
| 10 Year | 6.46 |
| Since Inception | 7.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.77 | NA | NA | NA |
| 2024 | 7.01 | -2.60 | 7.96 | -0.75 |
| 2023 | 2.49 | 7.40 | -5.94 | 12.47 |
| 2022 | -12.83 | -23.91 | 0.12 | 3.66 |
| 2021 | 1.91 | 2.50 | -4.73 | 1.78 |
| 2020 | -24.15 | 38.19 | 12.87 | 30.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.52 | 11.68 | 16.44 | -31.16 | 1.30 | 54.27 | 36.87 | -4.11 | 25.46 | 1.97 | -8.18 |
| % Total Return Rel to Index | -4.61 | -13.33 | -9.80 | -12.96 | -27.38 | 35.87 | 5.38 | 0.27 | 3.67 | -9.96 | -9.57 |
| % Total Return Rel to Peer | 1.15 | -0.23 | 0.36 | -11.65 | -18.01 | 35.27 | 11.43 | 6.65 | 9.86 | -13.97 | -3.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 6.52 | 2.78 | 1.28 | 4.00 | 0.00 | 0.00 | 2.58 |
| Expense Ratio | 0.00 | 0.98 | 1.00 | 0.99 | 0.95 | 1.00 | 1.03 | 1.05 | 1.15 | 1.18 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%