Canada markets close in 5 hours 1 minute

Hartford Small Cap Value R5 (HSMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.42+0.05 (+0.40%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.16%
5-Year Average Return9.12%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)36.47%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return36.47%
Worst 3-Yr Total Return4.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHSMTXCategory
YTD4.35%26.79%
1-Month6.85%-1.77%
3-Month6.68%4.45%
1-Year27.78%71.02%
3-Year2.08%9.35%
5-Year10.95%12.17%
10-Year7.53%9.95%
Last Bull Market24.52%28.07%
Last Bear Market-13.84%-24.24%

Annual Total Return (%) History

Year
HSMTXCategory
2024
N/AN/A
2023
17.19%N/A
2022
-12.05%N/A
2021
31.94%N/A
2020
4.47%4.02%
2019
20.97%21.43%
2018
-10.09%-15.46%
2017
9.88%8.54%
2016
18.22%25.99%
2015
-6.00%-6.71%
2014
5.20%3.34%
2013
36.47%36.22%
2012
16.16%16.00%
2011
N/A-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.15%N/AN/AN/A
20232.38%1.43%-1.50%14.57%
2022-3.38%-13.84%-5.65%11.98%
202123.87%6.37%-5.03%5.44%
2020-37.64%21.62%1.73%35.40%
201912.85%0.09%-0.94%8.12%
2018-0.21%7.36%2.50%-18.12%
20171.18%0.66%5.09%2.66%
20160.17%0.26%8.88%8.11%
20155.17%-1.52%-11.09%2.07%
20141.37%1.99%-4.87%6.97%
201312.52%0.60%8.59%11.02%
201211.52%-4.51%6.64%2.29%
201113.53%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month3
3-Month8
1-Year28
3-Year64
5-Year46

Load Adjusted Returns

1-Year27.78%
3-Year2.08%
5-Year10.95%
10-Year7.53%