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Hartford Small Company Fund Cl R5: (MF: IHSUX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$26.64 USD
+0.91 (3.54%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.48 | 30 |
| 3 months | -13.76 | 45 |
| 6 months | -8.27 | 33 |
| 1 Year | 1.92 | 26 |
| 3 Year | 1.77 | 73 |
| 5 Year | 7.42 | 82 |
| 10 Year | 6.77 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.65 |
| Bull Market (2/09 - 3/21) | 590.24 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -4.82 |
| 5 Year | 10.95 |
| 10 Year | 6.53 |
| Since Inception | 6.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.77 | NA | NA | NA |
| 2024 | 6.97 | -2.59 | 7.98 | -0.81 |
| 2023 | 2.49 | 7.38 | -5.95 | 12.48 |
| 2022 | -12.83 | -23.90 | 0.14 | 3.63 |
| 2021 | 1.88 | 2.50 | -4.70 | 1.78 |
| 2020 | -24.10 | 38.17 | 12.87 | 30.43 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.48 | 11.61 | 16.42 | -31.16 | 1.29 | 54.38 | 36.96 | -4.01 | 25.64 | 2.19 | -8.00 |
| % Total Return Rel to Index | -4.56 | -13.40 | -9.81 | -12.95 | -27.38 | 35.98 | 5.47 | 0.37 | 3.85 | -9.74 | -9.39 |
| % Total Return Rel to Peer | 1.20 | -0.31 | 0.34 | -11.64 | -18.01 | 35.39 | 11.52 | 6.75 | 10.05 | -13.75 | -3.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.00 | 1.01 | 0.99 | 0.97 | 0.95 | 0.95 | 0.95 | 0.95 | 0.97 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%