Nasdaq - Delayed Quote USD

Hartford Small Company HLS IB (HDMBX)

13.15 +0.05 (+0.38%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.08%
5y Average Return 6.61%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 25, 2024) 55.03%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 55.03%
Worst 3Y Total Return -6.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HDMBX
Category
YTD
7.03%
12.40%
1-Month
3.17%
3.37%
3-Month
7.03%
4.88%
1-Year
21.51%
55.69%
3-Year
-5.12%
19.34%
5-Year
8.54%
20.72%
10-Year
8.18%
13.98%
Last Bull Market
31.12%
27.85%
Last Bear Market
-23.92%
-24.06%

Annual Total Return (%) History

Year
HDMBX
Category
2024
--
--
2023
16.46%
--
2022
-31.07%
--
2021
1.30%
--
2020
55.03%
38.62%
2019
36.77%
27.68%
2018
-4.51%
-5.76%
2017
26.05%
21.50%

2016
1.81%
11.20%
2015
-8.45%
-2.41%
2014
6.85%
2.44%
2013
43.97%
40.91%
2012
15.35%
13.15%
2011
-3.62%
-3.55%
2010
23.83%
26.98%
2009
29.01%
35.46%
2008
-40.73%
-41.55%
2007
13.94%
7.59%
2006
14.14%
10.81%
2005
20.71%
6.02%
2004
11.90%
12.41%
2003
55.48%
45.54%
2002
-30.39%
-27.88%
2001
-15.07%
-8.91%
2000
-13.28%
-3.85%
1999
65.54%
64.77%
1998
--
5.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.03% -- -- --
2023 2.58% 7.29% -5.98% 12.55%
2022 -12.66% -23.92% 0.04% 3.69%
2021 1.90% 2.63% -4.87% 1.82%
2020 -24.78% 39.01% 14.43% 29.57%
2019 22.49% 4.43% -4.56% 12.03%
2018 3.53% 8.86% 8.08% -21.61%
2017 6.84% 5.41% 5.37% 6.22%
2016 -9.47% 3.35% 8.23% 0.53%
2015 5.26% 0.21% -15.32% 2.49%

2014 0.75% 3.70% -4.44% 7.03%
2013 13.44% 4.80% 10.96% 9.15%
2012 16.38% -4.65% 4.36% -0.39%
2011 11.93% 0.77% -21.95% 9.48%
2010 7.20% -10.04% 10.87% 15.82%
2009 -10.73% 17.77% 16.37% 5.45%
2008 -14.06% 4.33% -10.41% -26.22%
2007 4.59% 7.14% 2.05% -0.36%
2006 13.03% -5.75% -2.55% 9.95%
2005 -3.62% 7.96% 9.40% 6.05%
2004 6.30% -1.28% -5.26% 12.55%
2003 -1.08% 26.57% 8.41% 14.55%
2002 0.85% -12.66% -21.27% 0.38%
2001 -21.99% 14.08% -23.62% 24.96%
2000 11.88% -7.46% -5.28% -11.57%
1999 1.80% 19.78% -0.08% 35.87%
1998 -19.75% 27.63% -- --

Rank in Category (By Total Return)

YTD 53
1-Month 27
3-Month 53
1-Year 30
3-Year 75
5-Year 53

Load Adjusted Returns

1-Year 21.51%
3-Year -5.12%
5-Year 8.54%
10-Year 8.18%

Performance & Risk

YTD Return 0.08%
5y Average Return 6.61%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 445.79M
YTD Return 7.03%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Summary

The fund seeks its objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The manager defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

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