Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) | -1.55% | -0.54% | 6.28% | 3.86% | 6.35% | 9.96% | NA | 7.02% |
Data as of 07/21/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHSRX (THE HARTFORD SMALL COMPANY FUND CLASS R3) | 12/27/2006 | 07/21/2025 |
| 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 (%) | -0.80 | -0.54 | 6.28 | 3.86 | 6.35 | 9.96 | NA | 7.02 | -1.55 | 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 | -0.08 | 0.25 | 0.09 | 0.21 | NA | NA | 0.24 | -0.19 | 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 | 24.06 | 22.09 | 23.86 | 23.64 | NA | NA | 24.27 | 26.78 | 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 | 27.09 | 27.09 | 43.34 | 43.34 | NA | NA | 57.19 | 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 | 7.34 | 7.06 | 10.84 | 6.50 | 7.23 | 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 07/21/2025, AR inception 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 |
-1.29%
May 2007 - May 2012 |
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