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HSCYX: THE HARTFORD SMALL COMPANY FUND CLASS Y (MUTUAL FUND)
Basic Info 26.48 0.12(0.46%) May 03
Asset Class: | Small Growth |
MyPlanIQ Rating: | (83%) |
Start Date: | 04/23/1998 |
Last Dividend Date: | 12/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.61% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/24/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.9 | 17.3 | -7.7 | 6.8 | 8.1 | 11.9 | 8.8 | 8.0 | 16.3 | -31.2 | 1.2 | 54.6 | 37.0 | -4.5 | 25.8 | 2.3 | -8.2 | 6.6 | 44.3 | 15.6 | -4.4 | 24.0 | 29.6 | -40.5 | 11.8 | 14.2 | 21.0 | 11.9 | 56.2 | -30.3 | -15.4 | -12.6 | 66.4 | -2.3 |
Sharpe Ratio | NA | -0.12 | 0.69 | -0.46 | 0.18 | 0.3 | NA | NA | 0.27 | 0.64 | -1.02 | 0.05 | 1.44 | 2.05 | -0.27 | 2.05 | 0.1 | -0.48 | 0.38 | 2.93 | 0.89 | -0.14 | 1.04 | 0.98 | -1.02 | 0.48 | 0.68 | 1.35 | 0.6 | 2.78 | -1.27 | -0.66 | -0.51 | 3.43 | -0.23 |
Draw Down(%) | NA | 8.2 | 17.1 | 41.2 | 42.8 | 42.8 | NA | NA | 61.5 | 17.1 | 36.2 | 16.4 | 37.8 | 9.7 | 28.0 | 6.1 | 21.2 | 19.2 | 11.9 | 4.9 | 13.5 | 28.0 | 17.9 | 26.0 | 52.2 | 11.8 | 17.6 | 8.4 | 20.4 | 11.6 | 36.6 | 37.6 | 35.0 | 10.0 | 37.5 |
Standard Deviation(%) | NA | 18.2 | 18.1 | 24.4 | 27.0 | 22.9 | NA | NA | 23.9 | 19.0 | 32.0 | 23.4 | 37.6 | 17.3 | 21.7 | 12.3 | 19.9 | 17.2 | 17.5 | 15.1 | 17.7 | 31.2 | 23.1 | 30.0 | 40.4 | 18.3 | 16.2 | 14.0 | 18.2 | 19.9 | 24.8 | 27.4 | 32.9 | 18.4 | 28.3 |
Treynor Ratio | NA | -0.02 | 0.13 | -0.12 | 0.05 | 0.07 | NA | NA | 0.07 | 0.13 | -0.34 | 0.01 | 0.55 | 0.33 | -0.05 | 0.22 | 0.02 | -0.08 | 0.06 | 0.43 | 0.15 | -0.05 | 0.25 | 0.32 | -0.45 | 0.09 | 0.12 | 0.21 | 0.11 | 0.57 | -0.33 | -0.18 | -0.2 | 0.66 | -0.07 |
Alpha | NA | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.06 | 0.01 | 0.01 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.01 | 0.05 | -0.01 | 0.04 | -0.08 | -0.06 | -0.04 | 0.13 | -0.01 |
Beta | NA | 0.96 | 0.95 | 0.96 | 0.98 | 1.01 | NA | NA | 0.96 | 0.95 | 0.96 | 1.05 | 0.98 | 1.07 | 1.1 | 1.14 | 1.1 | 1.04 | 1.09 | 1.02 | 1.02 | 0.96 | 0.96 | 0.91 | 0.93 | 0.98 | 0.93 | 0.9 | 0.96 | 0.97 | 0.94 | 1.01 | 0.85 | 0.96 | 0.98 |
RSquared | NA | 0.93 | 0.94 | 0.92 | 0.95 | 0.94 | NA | NA | 0.93 | 0.94 | 0.96 | 0.86 | 0.98 | 0.94 | 0.96 | 0.9 | 0.94 | 0.94 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.94 | 0.92 | 0.93 | 0.89 | 0.91 | 0.88 | 0.84 | 0.66 | 0.84 |
Yield(%) | N/A | 0.0 | 0.0 | 5.4 | 8.0 | 8.2 | 13.0 | 9.7 | N/A | 0.0 | 0.0 | 17.3 | 10.3 | 6.3 | 15.6 | 0.0 | 0.0 | 10.6 | 15.4 | 13.1 | 7.0 | 4.6 | 0.2 | 0.0 | 0.0 | 11.9 | 8.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.3 | 9.7 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | -19.0 | -0.7 | 120.5 | N/A | N/A | N/A | N/A | -100.0 | 134.9 | 117.2 | -68.0 | N/A | N/A | -100.0 | -36.9 | 47.7 | 105.2 | 37.8 | 2350.0 | N/A | N/A | -100.0 | 40.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.8 | 983.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/1998
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