Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
IHSIX (THE HARTFORD SMALL COMPANY FUND CLASS I) | -1.16% | 2.26% | 9.11% | 5.89% | 6.99% | 10.48% | NA | 8.15% |
Data as of 07/11/2025, AR inception is 09/05/2006
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
IHSIX (THE HARTFORD SMALL COMPANY FUND CLASS I) | 09/05/2006 | 07/11/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.23 | 2.26 | 9.11 | 5.89 | 6.99 | 10.48 | NA | 8.15 | -1.16 | 11.69 | 16.44 | -31.17 | -20.02 | 41.31 | 36.47 | -4.56 | 25.47 | 1.97 | -8.49 | 6.36 | 43.86 | 15.29 | -4.59 | 23.34 | 29.39 | -40.74 | 11.62 | 9.09 |
Sharpe Ratio | NA | -0.04 | 0.26 | 0.14 | 0.24 | NA | NA | 0.28 | -0.20 | 0.27 | 0.65 | -1.03 | -0.60 | 1.07 | 2.02 | -0.27 | 2.03 | 0.09 | -0.49 | 0.36 | 2.90 | 0.87 | -0.15 | 1.01 | 0.97 | -1.03 | 0.47 | 2.23 |
Standard Deviation(%) | NA | 24.22 | 22.05 | 23.90 | 23.62 | NA | NA | 24.12 | 27.06 | 18.79 | 18.97 | 31.81 | 33.59 | 38.23 | 17.39 | 21.71 | 12.30 | 19.92 | 17.22 | 17.53 | 15.09 | 17.68 | 31.18 | 23.04 | 30.09 | 40.42 | 18.26 | 12.40 |
Draw Down(%) | NA | 26.92 | 26.92 | 42.90 | 42.90 | NA | NA | 56.92 | 25.40 | 10.04 | 17.05 | 36.22 | 33.92 | 37.85 | 9.73 | 28.09 | 6.10 | 21.28 | 19.23 | 12.07 | 4.91 | 13.61 | 28.03 | 18.09 | 26.05 | 52.30 | 11.85 | 2.96 |
Yield(%) | 0.00 | 0.00 | 0.00 | 8.05 | 7.37 | 11.27 | 7.36 | 8.18 | 0.00 | 0.00 | 0.00 | 0.00 | 21.25 | 12.43 | 7.50 | 18.06 | 0.00 | 0.00 | 11.95 | 16.99 | 14.26 | 7.53 | 4.94 | 0.00 | 0.00 | 0.00 | 12.55 | 8.93 |
Data as of 07/11/2025, AR inception is 09/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IHSIX (THE HARTFORD SMALL COMPANY FUND CLASS I) |
-9.49%
Jun 2007 - Jun 2010 |
-0.81%
May 2007 - May 2012 |
5.00%
May 2007 - May 2017 |
6.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IHSIX (THE HARTFORD SMALL COMPANY FUND CLASS I) |
28.80%
Dec 2018 - Dec 2021 |
25.94%
Feb 2016 - Feb 2021 |
16.21%
Sep 2011 - Sep 2021 |
13.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart