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Hartford Small Company F (IHSFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.12-0.02 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.78%
5-Year Average Return6.77%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)54.45%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return54.45%
Worst 3-Yr Total Return-6.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIHSFXCategory
YTD4.52%12.40%
1-Month5.40%3.37%
3-Month0.71%4.88%
1-Year19.94%55.69%
3-Year-5.22%19.34%
5-Year8.65%20.72%
10-Year8.38%13.98%
Last Bull Market30.07%27.85%
Last Bear Market-23.88%-24.06%

Annual Total Return (%) History

Year
IHSFXCategory
2024
N/AN/A
2023
16.53%N/A
2022
-31.05%N/A
2021
1.40%N/A
2020
54.45%38.62%
2019
37.02%27.68%
2018
-3.97%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.02%N/AN/AN/A
20232.46%7.48%-5.97%12.54%
2022-12.78%-23.88%0.18%3.68%
20211.93%2.51%-4.69%1.82%
2020-24.12%38.21%12.93%30.41%
201922.58%4.82%-4.51%11.67%
20183.57%8.43%8.10%-20.89%
20174.94%5.42%6.25%N/A

Rank In Category (By Total Return)

YTD52
1-Month29
3-Month40
1-Year39
3-Year71
5-Year50

Load Adjusted Returns

1-Year19.94%
3-Year-5.22%
5-Year8.65%
10-Year8.38%