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Hartford Small Company Fund Cl R5: (MF: IHSUX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$28.80 USD
-0.04 (-0.14%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.52 | 35 |
| 3 months | 7.98 | 51 |
| 6 months | 5.18 | 43 |
| 1 Year | 26.57 | 34 |
| 3 Year | -2.82 | 84 |
| 5 Year | 9.51 | 56 |
| 10 Year | 8.90 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.65 |
| Bull Market (2/09 - 3/21) | 562.92 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 26.57 |
| 5 Year | 9.51 |
| 10 Year | 8.90 |
| Since Inception | 7.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.97 | -2.59 | 7.98 | NA |
| 2023 | 2.49 | 7.38 | -5.95 | 12.48 |
| 2022 | -12.83 | -23.90 | 0.14 | 3.63 |
| 2021 | 1.88 | 2.50 | -4.70 | 1.78 |
| 2020 | -24.10 | 38.17 | 12.87 | 30.43 |
| 2019 | 22.61 | 4.81 | -4.55 | 11.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.52 | 16.42 | -31.16 | 1.29 | 54.38 | 36.96 | -4.01 | 25.64 | 2.19 | -8.00 | 6.74 |
| % Total Return Rel to Index | -9.58 | -9.81 | -12.95 | -27.38 | 35.98 | 5.47 | 0.37 | 3.85 | -9.74 | -9.39 | -6.90 |
| % Total Return Rel to Peer | 1.11 | 0.34 | -11.64 | -18.01 | 35.39 | 11.52 | 6.75 | 10.05 | -13.75 | -3.28 | 4.06 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 6.52 | 2.78 | 1.28 | 4.00 | 0.00 | 0.00 | 2.58 | 4.08 |
| Expense Ratio | 1.00 | 1.01 | 0.99 | 0.97 | 0.95 | 0.95 | 0.95 | 0.95 | 0.97 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%