Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHSAX (THE HARTFORD SMALL COMPANY FUND CLASS A) | 8.88% | 27.19% | 14.64% | 2.05% | 11.44% | 9.40% | 8.01% | … | … |
Data as of 06/03/2026, Common starting date is 10/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHSAX (THE HARTFORD SMALL COMPANY FUND CLASS A) | 10/10/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 27.19 | 14.64 | 2.05 | 11.44 | 9.40 | 8.01 | … | … | 8.88 | 12.47 | 11.34 | 16.05 | -31.34 | 0.88 | 54.15 | 36.42 | -5.00 | 25.09 | 1.81 | -8.74 | 6.06 | 43.45 | 14.95 | -4.85 | 23.23 | 29.11 | -40.88 | 11.18 | 13.76 | 20.54 | 11.37 | 55.41 | -30.54 | -15.86 | -13.20 | 66.08 | 10.47 | 20.18 | -1.09 |
| Sharpe Ratio | NA | 1.67 | 0.65 | -0.01 | 0.43 | NA | NA | … | … | 1.31 | 0.52 | 0.41 | 0.66 | -1.03 | 0.04 | 1.42 | 2.01 | -0.30 | 1.99 | 0.08 | -0.51 | 0.35 | 2.89 | 0.85 | -0.16 | 1.00 | 0.96 | -1.03 | 0.44 | 0.64 | 1.31 | 0.58 | 2.73 | -1.28 | -0.68 | -0.53 | 3.09 | 0.28 | 0.96 | -0.93 |
| Standard Deviation(%) | NA | 18.09 | 20.33 | 23.11 | 23.44 | NA | NA | … | … | 20.04 | 22.97 | 18.97 | 18.96 | 31.85 | 23.33 | 37.66 | 17.38 | 21.71 | 12.31 | 19.91 | 17.21 | 17.52 | 15.04 | 17.70 | 31.20 | 23.07 | 30.09 | 40.36 | 18.25 | 16.15 | 14.00 | 18.05 | 20.02 | 24.73 | 27.34 | 32.98 | 20.28 | 25.33 | 17.06 | 9.05 |
| Draw Down(%) | NA | 13.91 | 26.98 | 41.34 | 43.11 | NA | NA | … | … | 13.91 | 25.45 | 10.10 | 17.13 | 36.29 | 16.63 | 37.87 | 9.82 | 28.16 | 6.13 | 21.26 | 19.32 | 12.22 | 4.94 | 13.64 | 28.09 | 18.00 | 26.07 | 52.41 | 11.88 | 17.61 | 8.46 | 20.53 | 11.58 | 36.83 | 37.79 | 35.35 | 10.01 | 38.07 | 16.55 | 4.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.53 | 9.33 | 8.26 | 7.13 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.93 | 13.28 | 7.95 | 18.90 | 0.00 | 0.00 | 12.35 | 17.42 | 14.54 | 7.65 | 4.99 | 0.16 | 0.00 | 0.00 | 12.56 | 9.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.40 | 9.87 | 0.98 | 5.17 | 6.31 |
Data as of 06/03/2026, Common starting date is 10/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSAX (THE HARTFORD SMALL COMPANY FUND CLASS A) |
-24.89%
Feb 2000 – Feb 2003 |
-5.56%
Feb 2000 – Feb 2005 |
-1.11%
Feb 2000 – Feb 2010 |
4.38%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSAX (THE HARTFORD SMALL COMPANY FUND CLASS A) |
38.16%
Mar 1997 – Mar 2000 |
25.59%
Feb 2016 – Feb 2021 |
15.90%
Sep 2011 – Sep 2021 |
12.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart