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Hartford Small Cap Growth HLS IB (HBSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.50-0.03 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.12%
5-year average return6.22%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)44.50%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.50%
Worst 3-yr total return-4.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHBSGXCategory
YTD4.70%12.40%
1-month5.05%3.37%
3-month0.12%4.88%
1-year18.12%55.69%
3-year-3.43%19.34%
5-year7.56%20.72%
10-year7.70%13.98%
Last bull market29.29%27.85%
Last bear market-19.49%-24.06%

Annual total return (%) history

Year
HBSGXCategory
2024
N/AN/A
2023
18.14%N/A
2022
-28.64%N/A
2021
3.76%N/A
2020
32.89%38.62%
2019
35.45%27.68%
2018
-11.89%-5.76%
2017
19.75%21.50%
2016
12.08%11.20%
2015
-0.79%-2.41%
2014
5.57%2.44%
2013
44.50%40.91%
2012
17.10%13.15%
2011
1.17%-3.55%
2010
36.21%26.98%
2009
35.06%35.46%
2008
-37.57%-41.55%
2007
-2.11%7.59%
2006
6.59%10.81%
2005
10.78%6.02%
2004
15.14%12.41%
2003
49.70%45.54%
2002
N/A-27.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.66%N/AN/AN/A
20234.42%8.15%-6.36%11.72%
2022-14.12%-19.49%-1.15%4.41%
20211.86%3.04%-1.43%0.29%
2020-26.22%28.88%6.12%31.70%
201920.73%2.36%-3.08%13.08%
20182.08%6.39%4.49%-22.35%
20174.67%4.79%5.38%3.61%
2016-5.13%4.45%7.42%5.28%
20157.03%0.85%-11.83%4.23%
20140.19%2.02%-7.51%11.68%
201313.43%3.90%12.60%8.89%
201214.90%-4.61%6.78%0.06%
201111.01%2.65%-22.22%14.14%
20108.97%-7.95%15.69%17.37%
2009-10.55%21.60%18.34%4.92%
2008-12.05%5.76%-8.99%-26.26%
20072.88%5.93%-4.27%-6.16%
20069.29%-8.02%-2.08%8.28%
2005-2.93%5.51%4.87%3.14%
20044.96%-0.16%-4.42%14.96%
2003-6.40%25.18%14.23%11.85%
2002-20.91%10.19%N/AN/A

Rank in category (by total return)

YTD49
1-month40
3-month52
1-year51
3-year61
5-year71

Load adjusted returns

1-year18.12%
3-year-3.43%
5-year7.56%
10-year7.70%