Nasdaq - Delayed Quote USD

Hartford Small Company HLS IA (HIASX)

18.91 +0.11 (+0.59%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 18.76%
5y Average Return 10.04%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (Nov 6, 2024) 55.52%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 55.52%
Worst 3Y Total Return -6.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HIASX
Category
YTD
10.49%
12.40%
1-Month
-2.07%
3.37%
3-Month
-0.23%
4.88%
1-Year
34.33%
55.69%
3-Year
-4.67%
19.34%
5-Year
8.94%
20.72%
10-Year
8.30%
13.98%
Last Bull Market
30.34%
27.85%
Last Bear Market
-23.88%
-24.06%

Annual Total Return (%) History

Year
HIASX
Category
2024
--
--
2023
16.74%
--
2022
-30.94%
--
2021
1.56%
--
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
--
18.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.20% -2.59% 8.05% --
2023 2.73% 7.32% -5.89% 12.51%
2022 -12.58% -23.88% 0.04% 3.75%
2021 1.93% 2.72% -4.78% 1.87%
2020 -24.69% 39.09% 14.55% 29.62%
2019 22.52% 4.48% -4.50% 12.05%
2018 3.57% 8.94% 8.20% -21.55%
2017 6.93% 5.44% 5.43% 6.30%
2016 -9.47% 3.47% 8.34% 0.56%
2015 5.36% 0.24% -15.23% 2.52%

2014 0.79% 3.75% -4.42% 7.12%
2013 13.51% 4.86% 11.03% 9.25%
2012 16.45% -4.59% 4.43% -0.32%
2011 12.02% 0.84% -21.90% 9.55%
2010 7.25% -9.99% 10.94% 15.90%
2009 -10.70% 17.84% 16.44% 5.52%
2008 -14.03% 4.39% -10.35% -26.17%
2007 4.66% 7.20% 2.12% -0.30%
2006 13.10% -5.69% -2.49% 10.01%
2005 -3.56% 8.02% 9.46% 6.11%
2004 6.37% -1.22% -5.20% 12.62%
2003 -1.02% 26.64% 8.48% 14.62%
2002 0.90% -12.61% -21.22% 0.45%
2001 -21.96% 14.13% -23.59% 25.02%
2000 11.93% -7.42% -5.24% -11.53%
1999 1.84% 19.83% -0.03% 35.92%
1998 12.35% -3.09% -19.71% 27.68%
1997 -6.72% 18.43% 17.00% -8.41%
1996 -1.01% -- -- --

Rank in Category (By Total Return)

YTD 50
1-Month 63
3-Month 53
1-Year 45
3-Year 66
5-Year 50

Load Adjusted Returns

1-Year 34.33%
3-Year -4.67%
5-Year 8.94%
10-Year 8.30%

Performance & Risk

YTD Return 18.76%
5y Average Return 10.04%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 428.85M
YTD Return 10.49%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Summary

The fund seeks its objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The manager defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

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