Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) | 5.99% | 23.22% | 13.31% | 0.77% | 10.73% | 9.09% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) | 12/27/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.27 | 23.22 | 13.31 | 0.77 | 10.73 | 9.09 | NA | … | … | 5.99 | 14.22 | 10.98 | 15.71 | -31.56 | -20.05 | 40.64 | 36.17 | -5.18 | 24.93 | 1.61 | -8.92 | 5.93 | 43.17 | 14.86 | -5.04 | 22.91 | 28.70 | -41.06 | 10.98 | -0.76 |
| Sharpe Ratio | NA | 1.65 | 0.63 | -0.03 | 0.42 | NA | NA | … | … | 1.29 | 0.50 | 0.23 | 0.61 | -1.04 | -0.60 | 1.05 | 2.00 | -0.30 | 1.98 | 0.07 | -0.52 | 0.34 | 2.86 | 0.84 | -0.16 | 0.99 | 0.95 | -1.04 | 0.44 | -14.31 |
| Standard Deviation(%) | NA | 18.06 | 20.31 | 23.10 | 23.43 | NA | NA | … | … | 20.00 | 22.99 | 18.87 | 19.03 | 31.81 | 33.22 | 38.22 | 17.34 | 21.74 | 12.32 | 19.91 | 17.20 | 17.51 | 15.09 | 17.71 | 31.19 | 23.02 | 30.05 | 40.38 | 18.24 | 4.57 |
| Draw Down(%) | NA | 13.98 | 27.09 | 41.41 | 43.34 | NA | NA | … | … | 13.98 | 25.50 | 10.14 | 17.17 | 36.36 | 33.91 | 37.87 | 9.82 | 28.18 | 6.13 | 21.27 | 19.34 | 12.30 | 4.93 | 13.69 | 28.14 | 18.15 | 26.09 | 52.54 | 11.87 | 0.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.01 | 8.50 | 7.98 | 6.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.69 | 12.06 | 7.25 | 17.48 | 0.00 | 0.00 | 11.49 | 16.36 | 13.73 | 7.24 | 4.73 | 0.00 | 0.00 | 0.00 | 11.87 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) |
-9.95%
Jun 2007 – Jun 2010 |
-1.61%
Mar 2021 – Mar 2026 |
4.52%
May 2007 – May 2017 |
5.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) |
28.15%
Dec 2018 – Dec 2021 |
25.33%
Feb 2016 – Feb 2021 |
15.68%
Sep 2011 – Sep 2021 |
12.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart