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Hartford Small Cap Value R4 (HSMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.62+0.17 (+1.37%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.28%
5-Year Average Return8.73%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)36.04%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return36.04%
Worst 3-Yr Total Return4.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHSMSXCategory
YTD4.17%26.79%
1-Month6.83%-1.77%
3-Month6.57%4.45%
1-Year27.44%71.02%
3-Year1.77%9.35%
5-Year10.59%12.17%
10-Year7.20%9.95%
Last Bull Market24.31%28.07%
Last Bear Market-13.86%-24.24%

Annual Total Return (%) History

Year
HSMSXCategory
2024
N/AN/A
2023
16.88%N/A
2022
-12.30%N/A
2021
31.41%N/A
2020
4.24%4.02%
2019
20.62%21.43%
2018
-10.39%-15.46%
2017
9.53%8.54%
2016
17.86%25.99%
2015
-6.23%-6.71%
2014
4.86%3.34%
2013
36.04%36.22%
2012
15.82%16.00%
2011
N/A-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.97%N/AN/AN/A
20232.27%1.33%-1.58%14.58%
2022-3.44%-13.86%-5.80%11.94%
202123.74%6.27%-5.15%5.35%
2020-37.65%21.52%1.60%35.41%
201912.79%0.09%-1.03%7.95%
2018-0.28%7.27%2.37%-18.17%
20171.18%0.51%5.01%2.55%
20160.09%0.17%8.89%7.95%
20155.19%-1.60%-11.20%2.02%
20141.30%1.85%-4.89%6.86%
201312.36%0.60%8.46%10.96%
201211.42%-4.60%6.56%2.26%
201113.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD36
1-Month4
3-Month8
1-Year29
3-Year71
5-Year51

Load Adjusted Returns

1-Year27.44%
3-Year1.77%
5-Year10.59%
10-Year7.20%