UK markets open in 5 hours 11 minutes

Hartford Small Company A (IHSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.72+0.12 (+0.65%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.88%
5-year average return6.33%
Number of years up19
Number of years down8
Best 1-yr total return (5 May 2024)53.85%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return53.85%
Worst 3-yr total return-6.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIHSAXCategory
YTD-0.94%12.40%
1-month-7.35%3.37%
3-month1.24%4.88%
1-year12.85%55.69%
3-year-8.94%19.34%
5-year5.74%20.72%
10-year7.54%13.98%
Last bull market29.82%27.85%
Last bear market-23.98%-24.06%

Annual total return (%) history

Year
IHSAXCategory
2024
N/AN/A
2023
16.05%N/A
2022
-31.34%N/A
2021
1.04%N/A
2020
53.85%38.62%
2019
36.41%27.68%
2018
-4.35%-5.76%
2017
25.09%21.50%
2016
1.81%11.20%
2015
-8.43%-2.41%
2014
6.37%2.44%
2013
43.36%40.91%
2012
14.92%13.15%
2011
-4.74%-3.55%
2010
23.06%26.98%
2009
29.11%35.46%
2008
-40.88%-41.55%
2007
11.25%7.59%
2006
13.71%10.81%
2005
20.54%6.02%
2004
11.37%12.41%
2003
55.41%45.54%
2002
-30.54%-27.88%
2001
-15.86%-8.91%
2000
-13.12%-3.85%
1999
65.66%64.77%
1998
10.46%5.23%
1997
19.28%17.41%
1996
N/A18.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.91%N/AN/AN/A
20232.37%7.34%-6.02%12.37%
2022-12.87%-23.98%0.07%3.59%
20211.82%2.43%-4.78%1.74%
2020-24.18%38.05%12.82%30.29%
201922.46%4.74%-4.62%11.51%
20183.51%8.29%7.99%-20.98%
20176.76%4.89%5.30%6.09%
2016-9.42%3.40%8.12%0.54%
20155.15%0.18%-15.21%2.52%
20140.67%3.56%-4.69%7.05%
201313.40%4.75%10.74%8.99%
201216.78%-4.91%4.04%-0.53%
201111.96%0.60%-22.10%8.58%
20107.20%-10.22%10.79%15.41%
2009-10.61%17.66%16.42%5.44%
2008-13.81%3.89%-10.42%-26.30%
20074.65%6.09%0.73%-0.52%
200612.95%-5.78%-2.72%9.82%
2005-3.66%7.92%9.36%6.02%
20046.15%-1.32%-5.36%12.35%
2003-1.35%26.87%8.31%14.65%
20020.65%-12.77%-21.22%0.42%
2001-22.36%13.85%-23.78%24.89%
200012.40%-7.76%-5.12%-11.68%
19991.80%19.26%0.43%35.86%
199811.51%-2.21%-20.78%27.86%
1997-6.74%17.99%16.51%-6.96%
1996-1.21%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month73
3-month67
1-year44
3-year76
5-year62

Load adjusted returns

1-year6.65%
3-year-10.65%
5-year4.55%
10-year6.93%