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IHSIX: THE HARTFORD SMALL COMPANY FUND CLASS I (MUTUAL FUND)
Basic Info 20.89 0.03(0.14%) May 17
Asset Class: | Small Growth |
MyPlanIQ Rating: | (66%) |
Start Date: | 09/05/2006 |
Last Dividend Date: | 12/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.9 | 17.1 | -4.8 | 7.8 | 8.4 | 12.0 | 7.9 | 16.4 | -31.2 | 1.2 | 54.7 | 36.5 | -4.6 | 25.5 | 2.0 | -8.5 | 6.4 | 43.9 | 15.3 | -4.6 | 23.3 | 29.4 | -40.7 | 11.6 | 9.1 |
Sharpe Ratio | NA | 0.39 | 0.74 | -0.3 | 0.23 | 0.32 | NA | 0.29 | 0.65 | -1.03 | 0.05 | 1.44 | 2.02 | -0.27 | 2.03 | 0.09 | -0.49 | 0.36 | 2.9 | 0.87 | -0.15 | 1.01 | 0.97 | -1.03 | 0.47 | 2.23 |
Draw Down(%) | NA | 8.2 | 17.0 | 41.2 | 42.9 | 42.9 | NA | 56.9 | 17.0 | 36.2 | 16.4 | 37.9 | 9.7 | 28.1 | 6.1 | 21.3 | 19.2 | 12.1 | 4.9 | 13.6 | 28.0 | 18.1 | 26.0 | 52.3 | 11.9 | 3.0 |
Standard Deviation(%) | NA | 17.7 | 17.9 | 24.1 | 26.8 | 22.9 | NA | 24.2 | 19.0 | 31.7 | 23.3 | 37.6 | 17.4 | 21.7 | 12.3 | 19.9 | 17.2 | 17.5 | 15.1 | 17.7 | 31.2 | 23.0 | 30.1 | 40.4 | 18.3 | 12.4 |
Treynor Ratio | NA | 0.07 | 0.14 | -0.07 | 0.06 | 0.07 | NA | 0.07 | 0.13 | -0.35 | 0.01 | 0.56 | 0.33 | -0.05 | 0.22 | 0.02 | -0.08 | 0.06 | 0.43 | 0.15 | -0.05 | 0.24 | 0.32 | -0.45 | 0.09 | 0.32 |
Alpha | NA | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.06 | 0.0 | 0.01 | 0.0 | -0.04 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.02 |
Beta | NA | 0.95 | 0.94 | 0.95 | 0.97 | 1.0 | NA | 0.97 | 0.94 | 0.93 | 1.06 | 0.98 | 1.07 | 1.1 | 1.13 | 1.1 | 1.04 | 1.09 | 1.03 | 1.02 | 0.96 | 0.96 | 0.91 | 0.93 | 0.98 | 0.86 |
RSquared | NA | 0.93 | 0.94 | 0.91 | 0.94 | 0.94 | NA | 0.96 | 0.94 | 0.93 | 0.88 | 0.98 | 0.94 | 0.96 | 0.89 | 0.94 | 0.94 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.95 |
Yield(%) | N/A | 0.0 | 0.0 | 7.1 | 10.1 | 9.1 | 14.4 | N/A | 0.0 | 0.0 | 21.3 | 12.4 | 7.5 | 18.1 | 0.0 | 0.0 | 12.0 | 17.0 | 14.3 | 7.6 | 4.9 | 0.0 | 0.0 | 0.0 | 12.6 | 8.9 |
Dividend Growth(%) | N/A | N/A | N/A | -19.0 | -0.8 | 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 | N/A | N/A | N/A | -100.0 | 40.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
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