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Hartford Small Company HLS IA (HIASX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
18.91+0.11 (+0.59%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.76%
5-Year Average Return10.04%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (Nov 5, 2024)55.52%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return55.52%
Worst 3-Yr Total Return-6.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHIASXCategory
YTD10.49%12.40%
1-Month-2.07%3.37%
3-Month-0.23%4.88%
1-Year34.33%55.69%
3-Year-4.67%19.34%
5-Year8.94%20.72%
10-Year8.30%13.98%
Last Bull Market30.34%27.85%
Last Bear Market-23.88%-24.06%

Annual Total Return (%) History

Year
HIASXCategory
2024
N/AN/A
2023
16.74%N/A
2022
-30.94%N/A
2021
1.56%N/A
2020
55.52%38.62%
2019
37.00%27.68%
2018
-4.23%-5.76%
2017
26.36%21.50%
2016
2.04%11.20%
2015
-8.21%-2.41%
2014
7.07%2.44%
2013
44.38%40.91%
2012
15.64%13.15%
2011
-3.36%-3.55%
2010
24.13%26.98%
2009
29.29%35.46%
2008
-40.60%-41.55%
2007
14.23%7.59%
2006
14.42%10.81%
2005
21.01%6.02%
2004
12.18%12.41%
2003
55.87%45.54%
2002
-30.23%-27.88%
2001
-14.92%-8.91%
2000
-13.12%-3.85%
1999
65.82%64.77%
1998
11.61%5.23%
1997
18.38%17.41%
1996
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.20%-2.59%8.05%N/A
20232.73%7.32%-5.89%12.51%
2022-12.58%-23.88%0.04%3.75%
20211.93%2.72%-4.78%1.87%
2020-24.69%39.09%14.55%29.62%
201922.52%4.48%-4.50%12.05%
20183.57%8.94%8.20%-21.55%
20176.93%5.44%5.43%6.30%
2016-9.47%3.47%8.34%0.56%
20155.36%0.24%-15.23%2.52%
20140.79%3.75%-4.42%7.12%
201313.51%4.86%11.03%9.25%
201216.45%-4.59%4.43%-0.32%
201112.02%0.84%-21.90%9.55%
20107.25%-9.99%10.94%15.90%
2009-10.70%17.84%16.44%5.52%
2008-14.03%4.39%-10.35%-26.17%
20074.66%7.20%2.12%-0.30%
200613.10%-5.69%-2.49%10.01%
2005-3.56%8.02%9.46%6.11%
20046.37%-1.22%-5.20%12.62%
2003-1.02%26.64%8.48%14.62%
20020.90%-12.61%-21.22%0.45%
2001-21.96%14.13%-23.59%25.02%
200011.93%-7.42%-5.24%-11.53%
19991.84%19.83%-0.03%35.92%
199812.35%-3.09%-19.71%27.68%
1997-6.72%18.43%17.00%-8.41%
1996-1.01%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month63
3-Month53
1-Year45
3-Year66
5-Year50

Load Adjusted Returns

1-Year34.33%
3-Year-4.67%
5-Year8.94%
10-Year8.30%