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HSMAX: HARTFORD SMALL CAP CORE FUND CLASS A (MUTUAL FUND)
Basic Info 13.61 0.19(1.38%) June 03
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 01/12/2005 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 7.03% |
| Expenses | 0.98% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 12.2 | 26.2 | 16.6 | 5.5 | 9.7 | 8.9 | 7.5 | 7.8 | 2.0 | 13.4 | 16.8 | -12.4 | 31.4 | 4.0 | 20.7 | -11.0 | 9.5 | 17.8 | -6.5 | 4.6 | 35.9 | 15.7 | -1.5 | 24.6 | 47.3 | -46.5 | 7.5 | 10.2 | 10.7 |
| Sharpe Ratio | NA | 1.81 | 1.32 | 0.63 | 0.15 | 0.34 | NA | NA | 0.28 | -0.04 | 0.5 | 0.65 | -0.58 | 1.51 | 0.08 | 1.11 | -0.71 | 0.72 | 0.99 | -0.41 | 0.33 | 2.59 | 1.03 | -0.05 | 1.11 | 1.52 | -1.06 | 0.25 | 0.49 | 0.78 |
| Draw Down(%) | NA | 10.2 | 11.2 | 26.6 | 26.6 | 48.9 | NA | NA | 61.0 | 22.2 | 8.5 | 18.2 | 24.1 | 9.6 | 46.5 | 15.3 | 25.6 | 5.7 | 15.7 | 15.3 | 11.2 | 7.2 | 11.8 | 25.8 | 17.2 | 22.0 | 58.1 | 13.5 | 15.4 | 7.9 |
| Standard Deviation(%) | NA | 18.1 | 18.6 | 20.4 | 21.1 | 23.8 | NA | NA | 23.3 | 22.7 | 19.3 | 20.3 | 24.1 | 20.8 | 47.9 | 17.3 | 17.6 | 12.3 | 17.7 | 16.0 | 13.8 | 13.9 | 15.4 | 28.5 | 22.1 | 31.1 | 44.7 | 17.2 | 14.0 | 11.3 |
| Treynor Ratio | NA | 0.31 | 0.2 | 0.11 | 0.03 | 0.07 | NA | NA | 0.06 | -0.01 | 0.08 | 0.11 | -0.16 | 0.3 | 0.03 | 0.17 | -0.13 | 0.07 | 0.16 | -0.07 | 0.04 | 0.34 | 0.16 | -0.01 | 0.24 | 0.5 | -0.48 | 0.04 | 0.06 | 0.1 |
| Alpha | NA | 0.03 | 0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.04 | -0.01 | 0.0 | 0.02 | 0.02 | -0.05 | -0.04 | -0.01 | -0.06 | 0.02 | -0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.04 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 1.05 | 1.23 | 1.17 | 1.02 | 1.08 | NA | NA | 1.03 | 1.11 | 1.28 | 1.16 | 0.86 | 1.04 | 1.15 | 1.13 | 0.99 | 1.36 | 1.07 | 0.98 | 1.04 | 1.07 | 1.0 | 1.04 | 1.01 | 0.94 | 0.99 | 1.01 | 1.09 | 0.9 |
| RSquared | NA | 0.65 | 0.65 | 0.72 | 0.73 | 0.75 | NA | NA | 0.85 | 0.75 | 0.68 | 0.75 | 0.84 | 0.56 | 0.79 | 0.69 | 0.84 | 0.76 | 0.86 | 0.86 | 0.89 | 0.93 | 0.94 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.94 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 4.9 | 3.5 | 7.7 | 8.4 | 0.9 | 7.3 | 24.3 | 4.7 | 0.9 | 5.8 | 10.2 | 17.6 | 1.3 | 0.0 | 0.8 | 0.0 | 0.0 | 14.0 | 4.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 43.0 | 56.5 | -64.0 | 15.8 | 832.3 | -86.0 | -80.3 | 441.5 | 502.9 | -86.0 | -46.5 | -34.4 | 1495.4 | N/A | -100.0 | N/A | N/A | -100.0 | 228.8 | 380.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2004
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