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Hartford Small Company Fund Cl R3: (MF: IHSRX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$21.45 USD
+0.09 (0.42%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.67 | 34 |
| 3 months | -13.89 | 48 |
| 6 months | -8.54 | 38 |
| 1 Year | 1.34 | 31 |
| 3 Year | 1.17 | 81 |
| 5 Year | 6.79 | 85 |
| 10 Year | 6.13 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.02 |
| Bull Market (2/09 - 3/21) | 525.63 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -5.41 |
| 5 Year | 10.30 |
| 10 Year | 5.89 |
| Since Inception | 6.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.92 | NA | NA | NA |
| 2024 | 6.86 | -2.75 | 7.78 | -0.91 |
| 2023 | 2.32 | 7.20 | -6.10 | 12.33 |
| 2022 | -12.96 | -24.04 | 0.00 | 3.52 |
| 2021 | 1.73 | 2.34 | -4.85 | 1.61 |
| 2020 | -24.26 | 38.04 | 12.69 | 30.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.67 | 10.98 | 15.71 | -31.56 | 0.67 | 53.44 | 36.15 | -4.60 | 24.93 | 1.61 | -8.62 |
| % Total Return Rel to Index | -4.75 | -14.04 | -10.53 | -13.35 | -28.01 | 35.03 | 4.66 | -0.21 | 3.13 | -10.32 | -10.01 |
| % Total Return Rel to Peer | 1.01 | -0.94 | -0.36 | -12.04 | -18.64 | 34.44 | 10.71 | 6.17 | 9.33 | -14.33 | -3.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.60 | 1.61 | 1.59 | 1.57 | 1.55 | 1.55 | 1.55 | 1.55 | 1.58 | 1.54 |
* 1 = Top 20%, 5 = Bottom 20%