Back to top
Hartford Small Company Fund Cl R4: (MF: IHSSX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$24.12 USD
+0.10 (0.42%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.59 | 32 |
| 3 months | -13.83 | 47 |
| 6 months | -8.40 | 35 |
| 1 Year | 1.64 | 28 |
| 3 Year | 1.48 | 78 |
| 5 Year | 7.11 | 83 |
| 10 Year | 6.46 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.83 |
| Bull Market (2/09 - 3/21) | 558.05 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -5.08 |
| 5 Year | 10.64 |
| 10 Year | 6.21 |
| Since Inception | 6.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.84 | NA | NA | NA |
| 2024 | 6.91 | -2.66 | 7.90 | -0.85 |
| 2023 | 2.38 | 7.34 | -6.05 | 12.40 |
| 2022 | -12.90 | -23.94 | 0.05 | 3.57 |
| 2021 | 1.79 | 2.44 | -4.79 | 1.71 |
| 2020 | -24.21 | 38.11 | 12.82 | 30.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.59 | 11.34 | 16.05 | -31.35 | 0.98 | 53.88 | 36.56 | -4.29 | 25.26 | 1.91 | -8.31 |
| % Total Return Rel to Index | -4.67 | -13.68 | -10.18 | -13.15 | -27.69 | 35.48 | 5.07 | 0.10 | 3.46 | -10.02 | -9.69 |
| % Total Return Rel to Peer | 1.09 | -0.58 | -0.02 | -11.83 | -18.32 | 34.89 | 11.13 | 6.48 | 9.66 | -14.03 | -3.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.29 | 1.31 | 1.29 | 1.26 | 1.25 | 1.25 | 1.25 | 1.25 | 1.28 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%