Nasdaq - Delayed Quote USD

Hartford Small Cap Value A (HSMAX)

11.56 +0.18 (+1.58%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.86%
5y Average Return 6.95%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 23, 2024) 47.33%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 47.33%
Worst 3Y Total Return 3.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSMAX
Category
YTD
3.00%
26.79%
1-Month
5.35%
-1.77%
3-Month
3.00%
4.45%
1-Year
17.59%
71.02%
3-Year
3.80%
9.35%
5-Year
9.01%
12.17%
10-Year
6.86%
9.95%
Last Bull Market
64.19%
28.07%
Last Bear Market
-13.91%
-24.24%

Annual Total Return (%) History

Year
HSMAX
Category
2024
--
--
2023
16.82%
--
2022
-12.44%
--
2021
31.37%
--
2020
3.98%
4.02%
2019
20.65%
21.43%
2018
-10.46%
-15.46%
2017
9.42%
8.54%

2016
17.79%
25.99%
2015
-6.36%
-6.71%
2014
4.75%
3.34%
2013
35.94%
36.22%
2012
15.74%
16.00%
2011
-1.46%
-4.45%
2010
24.13%
26.17%
2009
47.33%
31.32%
2008
-46.53%
-32.24%
2007
7.46%
-6.08%
2006
10.22%
16.27%
2005
6.98%
6.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.00% -- -- --
2023 2.33% 1.33% -1.59% 14.49%
2022 -3.49% -13.91% -5.79% 11.86%
2021 23.76% 6.25% -5.08% 5.26%
2020 -37.66% 21.29% 1.69% 35.22%
2019 12.79% 0.00% -0.99% 8.04%
2018 -0.29% 7.25% 2.39% -18.22%
2017 1.15% 0.53% 4.96% 2.53%
2016 0.09% 0.18% 8.82% 7.96%
2015 5.10% -1.64% -11.15% 1.96%

2014 1.26% 1.82% -4.95% 6.88%
2013 12.37% 0.54% 8.42% 10.98%
2012 11.39% -4.62% 6.52% 2.27%
2011 9.17% -1.16% -19.44% 13.36%
2010 6.52% -9.64% 12.55% 14.58%
2009 -2.49% 20.80% 18.43% 5.61%
2008 -11.42% 1.61% -19.34% -26.34%
2007 4.80% 6.19% -0.48% -2.97%
2006 8.82% -6.12% 0.73% 7.11%
2005 -3.18% 1.54% 5.76% 2.89%

Rank in Category (By Total Return)

YTD 75
1-Month 29
3-Month 75
1-Year 72
3-Year 77
5-Year 67

Load Adjusted Returns

1-Year 11.12%
3-Year 1.86%
5-Year 7.79%
10-Year 6.26%

Performance & Risk

YTD Return -0.86%
5y Average Return 6.95%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Hartford Mutual Funds
Net Assets 124.31M
YTD Return 3.00%
Yield 1.19%
Morningstar Rating
Inception Date Dec 31, 2004

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The fund's sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.

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