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Hartford Small Company R4 (IHSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.25+0.11 (+0.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.80%
5-year average return6.06%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)53.87%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return53.87%
Worst 3-yr total return-6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIHSSXCategory
YTD-0.96%12.40%
1-month-7.37%3.37%
3-month1.25%4.88%
1-year12.82%55.69%
3-year-8.96%19.34%
5-year5.74%20.72%
10-year7.59%13.98%
Last bull market29.82%27.85%
Last bear market-23.95%-24.06%

Annual total return (%) history

Year
IHSSXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-31.36%N/A
2021
1.01%N/A
2020
53.87%38.62%
2019
36.57%27.68%
2018
-4.28%-5.76%
2017
25.26%21.50%
2016
1.91%11.20%
2015
-8.32%-2.41%
2014
6.47%2.44%
2013
43.51%40.91%
2012
15.16%13.15%
2011
-4.62%-3.55%
2010
23.26%26.98%
2009
29.10%35.46%
2008
-40.82%-41.55%
2007
11.35%7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.92%N/AN/AN/A
20232.39%7.34%-6.06%12.40%
2022-12.91%-23.95%0.05%3.58%
20211.80%2.44%-4.79%1.73%
2020-24.22%38.12%12.83%30.30%
201922.51%4.72%-4.63%11.62%
20183.50%8.33%8.03%-20.97%
20176.84%4.89%5.36%6.10%
2016-9.41%3.41%8.18%0.58%
20155.22%0.16%-15.21%2.60%
20140.69%3.60%-4.69%7.09%
201313.41%4.77%10.79%9.01%
201216.84%-4.89%4.09%-0.44%
201112.05%0.60%-22.06%8.57%
20107.27%-10.23%10.84%15.47%
2009-10.62%17.66%16.47%5.41%
2008-13.80%3.91%-10.38%-26.28%
20074.66%6.10%0.77%-0.49%

Rank in category (by total return)

YTD66
1-month74
3-month67
1-year44
3-year76
5-year62

Load adjusted returns

1-year12.82%
3-year-8.96%
5-year5.74%
10-year7.59%