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Hartford Small Company I (IHSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.71+0.22 (+1.07%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.98%
5-year average return6.65%
Number of years up12
Number of years down5
Best 1-yr total return (5 May 2024)54.25%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return54.25%
Worst 3-yr total return-6.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%