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IHSUX: THE HARTFORD SMALL COMPANY FUND CLASS R5 (MUTUAL FUND)
Basic Info 28.09 0.23(0.83%) July 25
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/10/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | -0.2 | 1.7 | 7.9 | 4.9 | 7.3 | 10.4 | 7.5 | 11.6 | 16.4 | -31.2 | -16.5 | 43.4 | 36.5 | -4.3 | 25.6 | 2.2 | -8.3 | 6.5 | 44.0 | 15.6 | -4.4 | 23.5 | 29.5 | -40.6 | 11.7 | -0.8 |
| Sharpe Ratio | NA | -0.13 | -0.06 | 0.21 | 0.12 | 0.25 | NA | 0.27 | 0.27 | 0.65 | -1.03 | -0.54 | 1.13 | 2.03 | -0.26 | 2.04 | 0.1 | -0.48 | 0.37 | 2.91 | 0.89 | -0.14 | 1.02 | 0.97 | -1.02 | 0.48 | -14.31 |
| Draw Down(%) | NA | 25.4 | 26.9 | 26.9 | 42.9 | 42.9 | NA | 56.8 | 10.1 | 17.0 | 36.2 | 31.0 | 37.9 | 9.8 | 28.0 | 6.1 | 21.2 | 19.2 | 12.0 | 4.9 | 13.6 | 28.0 | 18.1 | 26.0 | 52.3 | 11.8 | 0.8 |
| Standard Deviation(%) | NA | 26.3 | 23.9 | 21.9 | 23.8 | 23.6 | NA | 24.3 | 18.9 | 19.0 | 31.8 | 30.6 | 38.1 | 17.3 | 21.7 | 12.3 | 19.9 | 17.2 | 17.5 | 15.1 | 17.7 | 31.1 | 23.1 | 30.1 | 40.4 | 18.2 | 4.6 |
| Treynor Ratio | NA | -0.04 | -0.02 | 0.05 | 0.03 | 0.06 | NA | 0.07 | 0.05 | 0.13 | -0.34 | -0.15 | 0.44 | 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 | -0.61 |
| Alpha | NA | -0.02 | -0.04 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.09 | 0.03 | 0.01 | 0.01 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.22 |
| Beta | NA | 0.93 | 0.95 | 0.93 | 0.97 | 1.0 | NA | 0.98 | 0.98 | 0.94 | 0.95 | 1.1 | 0.97 | 1.07 | 1.1 | 1.13 | 1.1 | 1.05 | 1.09 | 1.03 | 1.02 | 0.95 | 0.96 | 0.91 | 0.93 | 0.98 | 1.07 |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.94 | 0.95 | NA | 0.96 | 0.93 | 0.94 | 0.97 | 0.6 | 0.95 | 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 | 1.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 6.3 | 6.8 | 9.9 | N/A | 0.0 | 0.0 | 0.0 | 17.7 | 10.5 | 6.4 | 15.9 | 0.0 | 0.0 | 10.7 | 15.5 | 13.2 | 7.0 | 4.6 | 0.0 | 0.0 | 0.0 | 11.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 18.3 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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