Find A Portfolio/Ticker
Comparison Box
IHSIX: THE HARTFORD SMALL COMPANY FUND CLASS I (MUTUAL FUND)
Basic Info 22.03 0.33(1.48%) July 15
| 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% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | -1.9 | 0.5 | 8.8 | 5.2 | 7.4 | 10.2 | 7.7 | 11.7 | 16.4 | -31.2 | -20.0 | 41.3 | 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 | -0.2 | -0.04 | 0.26 | 0.14 | 0.24 | NA | 0.28 | 0.27 | 0.65 | -1.03 | -0.6 | 1.07 | 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 | 25.4 | 26.9 | 26.9 | 42.9 | 42.9 | NA | 56.9 | 10.0 | 17.0 | 36.2 | 33.9 | 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 | 27.1 | 24.2 | 22.1 | 23.9 | 23.6 | NA | 24.1 | 18.8 | 19.0 | 31.8 | 33.6 | 38.2 | 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 | -0.06 | -0.01 | 0.06 | 0.03 | 0.06 | NA | 0.07 | 0.05 | 0.13 | -0.34 | -0.18 | 0.42 | 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 | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.1 | 0.02 | 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 | 0.93 | 0.95 | 0.94 | 0.97 | 1.0 | NA | 0.97 | 0.97 | 0.94 | 0.95 | 1.1 | 0.97 | 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 | 0.96 | 0.95 | 0.95 | 0.94 | 0.95 | NA | 0.96 | 0.93 | 0.94 | 0.97 | 0.52 | 0.93 | 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 | 0.0 | 7.7 | 7.4 | 11.0 | N/A | 0.0 | 0.0 | 0.0 | 21.3 | 12.4 | 7.5 | 18.1 | 0.0 | 0.0 | 12.0 | 17.0 | 14.3 | 7.5 | 4.9 | 0.0 | 0.0 | 0.0 | 12.5 | 8.9 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 18.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | 135.1 | 116.7 | -68.0 | N/A | N/A | -100.0 | -36.9 | 47.5 | 105.8 | 37.2 | N/A | N/A | N/A | -100.0 | 40.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 1.84% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 1.13% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 1.24% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 1.53% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 1.50% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 1.85% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 1.86% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 1.59% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 1.26% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.62% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.87% (99%)
- IWO (iShares Russell 2000 Growth ETF) 1.47% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.71% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 1.29% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.39% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.00% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 1.28% (23%)
Latest Articles Related to IHSIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
