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Hartford Small Company R6 (IHSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.21-0.10 (-0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.13%
5-year average return8.62%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jun 2024)54.50%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return54.50%
Worst 3-yr total return-6.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIHSVXCategory
YTD-0.84%12.40%
1-month-7.37%3.37%
3-month1.33%4.88%
1-year13.29%55.69%
3-year-8.59%19.34%
5-year6.16%20.72%
10-year8.00%13.98%
Last bull market30.09%27.85%
Last bear market-23.87%-24.06%

Annual total return (%) history

Year
IHSVXCategory
2024
N/AN/A
2023
16.55%N/A
2022
-31.06%N/A
2021
1.40%N/A
2020
54.50%38.62%
2019
36.98%27.68%
2018
-3.93%-5.76%
2017
25.70%21.50%
2016
2.31%11.20%
2015
-7.99%-2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.04%N/AN/AN/A
20232.50%7.44%-5.95%12.53%
2022-12.79%-23.87%0.19%3.65%
20211.91%2.54%-4.68%1.80%
2020-24.11%38.23%12.89%30.46%
201922.61%4.83%-4.53%11.63%
20183.60%8.42%8.14%-20.91%
20176.93%4.96%5.43%6.23%
2016-9.35%4.22%7.61%0.64%
20155.27%0.27%-15.09%2.66%

Rank in category (by total return)

YTD64
1-month74
3-month66
1-year42
3-year75
5-year53

Load adjusted returns

1-year13.29%
3-year-8.59%
5-year6.16%
10-year8.00%