Canada markets closed

Hartford Small Company I (IHSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.49+0.10 (+0.49%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.89%
5-Year Average Return6.37%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)54.25%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return54.25%
Worst 3-Yr Total Return-6.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIHSIXCategory
YTD-0.90%12.40%
1-Month-7.39%3.37%
3-Month1.27%4.88%
1-Year13.17%55.69%
3-Year-8.70%19.34%
5-Year6.05%20.72%
10-Year7.82%13.98%
Last Bull Market30.03%27.85%
Last Bear Market-23.91%-24.06%

Annual Total Return (%) History

Year
IHSIXCategory
2024
N/AN/A
2023
16.44%N/A
2022
-31.17%N/A
2021
1.32%N/A
2020
54.25%38.62%
2019
36.88%27.68%
2018
-4.11%-5.76%
2017
25.47%21.50%
2016
1.97%11.20%
2015
-8.20%-2.41%
2014
6.63%2.44%
2013
43.74%40.91%
2012
15.26%13.15%
2011
-4.47%-3.55%
2010
23.34%26.98%
2009
29.39%35.46%
2008
-40.74%-41.55%
2007
11.62%7.59%
2006
N/A10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.01%N/AN/AN/A
20232.49%7.40%-5.94%12.47%
2022-12.83%-23.91%0.12%3.66%
20211.91%2.50%-4.73%1.81%
2020-24.16%38.20%12.88%30.38%
201922.56%4.79%-4.57%11.68%
20183.53%8.40%8.07%-20.94%
20176.88%4.95%5.37%6.16%
2016-9.39%3.45%8.16%0.57%
20155.21%0.22%-15.14%2.59%
20140.74%3.59%-4.61%7.11%
201313.46%4.79%10.83%9.08%
201216.86%-4.84%4.07%-0.42%
201112.07%0.68%-22.03%8.58%
20107.26%-10.18%10.87%15.48%
2009-10.61%17.72%16.52%5.53%
2008-13.74%3.98%-10.36%-26.29%
20074.74%6.17%0.82%-0.43%
20069.92%N/AN/AN/A

Rank In Category (By Total Return)

YTD65
1-Month75
3-Month67
1-Year42
3-Year75
5-Year56

Load Adjusted Returns

1-Year13.17%
3-Year-8.70%
5-Year6.05%
10-Year7.82%