Nasdaq - Delayed Quote • USD
Hartford Small Company R5 (IHSUX)
At close: 8:00 PM EDT
Fund Summary
The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 54.37% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.27% |
| 5y Average Return | 6.67% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IHSUX | Category Average | IHSUX | Category Average | IHSUX | Category Average | |
| Alpha | -16.14 | -0.02 | -6.55 | 0.01 | -5.39 | -0.02 |
| BETA | 1.08 | 0.01 | 1.12 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | -0.25 | 0.02 | 0.91 | 0.02 | 0.84 | 0.01 |
| R-squared | 75.31 | 0.78 | 74.95 | 0.73 | 73.04 | 0.73 |
| Standard Deviation | 21.9 | 0.26 | 23.84 | 0.21 | 20.88 | 0.19 |
| Sharpe Ratio | -0.27 | 0.01 | 0.37 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -7.56 | 0.15 | 5.56 | 0.17 | 5.74 | 0.11 |
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