UK markets closed

Hartford Schroders US Small Cap Opps R3 (HOORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.87+0.06 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return5.36%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)31.19%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.19%
Worst 3-yr total return2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHOORXCategory
YTD1.90%20.19%
1-month-1.03%0.02%
3-month-3.18%4.36%
1-year5.23%60.18%
3-year-1.42%11.32%
5-year5.55%13.88%
10-year6.66%11.19%
Last bull market26.96%27.98%
Last bear market-13.46%-24.08%

Annual total return (%) history

Year
HOORXCategory
2024
N/AN/A
2023
7.94%N/A
2022
-17.25%N/A
2021
22.19%N/A
2020
7.35%10.99%
2019
31.19%23.75%
2018
-11.30%-12.72%
2017
14.34%12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.24%-3.18%N/AN/A
20233.34%1.14%-7.12%11.19%
2022-7.19%-13.46%-6.17%9.81%
202113.08%2.65%-1.35%6.71%
2020-32.61%21.00%4.66%25.79%
201912.94%5.87%0.54%9.13%
2018-1.69%4.53%4.16%-17.13%
20173.79%2.68%3.41%3.75%

Rank in category (by total return)

YTD49
1-month26
3-month47
1-year91
3-year80
5-year90

Load adjusted returns

1-year5.23%
3-year-1.42%
5-year5.55%
10-year6.66%