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Hartford Schroders US Small Cap Opps R4 (HOOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.28-0.32 (-1.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.07%
5-year average return5.86%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)31.68%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.68%
Worst 3-yr total return3.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHOOSXCategory
YTD3.10%20.19%
1-month4.51%0.02%
3-month0.98%4.36%
1-year13.77%60.18%
3-year-0.93%11.32%
5-year7.83%13.88%
10-year7.58%11.19%
Last bull market27.09%27.98%
Last bear market-13.42%-24.08%

Annual total return (%) history

Year
HOOSXCategory
2024
N/AN/A
2023
8.25%N/A
2022
-17.00%N/A
2021
22.50%N/A
2020
7.66%10.99%
2019
31.68%23.75%
2018
-10.90%-12.72%
2017
14.52%12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.31%N/AN/AN/A
20233.43%1.19%-7.06%11.28%
2022-7.12%-13.42%-6.11%9.93%
202113.11%2.71%-1.31%6.84%
2020-32.58%21.10%4.76%25.88%
201913.06%5.96%0.65%9.22%
2018-1.58%4.67%4.28%-17.06%
20173.83%2.68%3.44%3.84%

Rank in category (by total return)

YTD56
1-month64
3-month77
1-year93
3-year82
5-year85

Load adjusted returns

1-year13.77%
3-year-0.93%
5-year7.83%
10-year7.58%