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IHSAX: THE HARTFORD SMALL COMPANY FUND CLASS A (MUTUAL FUND)
Basic Info 24.03 0.87(3.49%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 10/10/1996 |
| Last Dividend Date: | 12/10/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 05/29/2026)
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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.3 | 6.1 | 23.6 | 13.5 | 1.3 | 11.3 | 9.2 | 7.9 | 8.7 | 12.5 | 11.3 | 16.0 | -31.3 | 0.9 | 54.2 | 36.4 | -5.0 | 25.1 | 1.8 | -8.7 | 6.1 | 43.4 | 15.0 | -4.8 | 23.2 | 29.1 | -40.9 | 11.2 | 13.8 | 20.5 | 11.4 | 55.4 | -30.5 | -15.9 | -13.2 | 66.1 | 10.5 | 20.2 | -1.1 |
| Sharpe Ratio | NA | 1.31 | 1.67 | 0.65 | -0.01 | 0.43 | NA | NA | 0.3 | 0.52 | 0.41 | 0.66 | -1.03 | 0.04 | 1.42 | 2.01 | -0.3 | 1.99 | 0.08 | -0.51 | 0.35 | 2.89 | 0.85 | -0.16 | 1.0 | 0.96 | -1.03 | 0.44 | 0.64 | 1.31 | 0.58 | 2.73 | -1.28 | -0.68 | -0.53 | 3.09 | 0.28 | 0.96 | -0.93 |
| Draw Down(%) | NA | 13.9 | 13.9 | 27.0 | 41.3 | 43.1 | NA | NA | 62.1 | 25.5 | 10.1 | 17.1 | 36.3 | 16.6 | 37.9 | 9.8 | 28.2 | 6.1 | 21.3 | 19.3 | 12.2 | 4.9 | 13.6 | 28.1 | 18.0 | 26.1 | 52.4 | 11.9 | 17.6 | 8.5 | 20.5 | 11.6 | 36.8 | 37.8 | 35.3 | 10.0 | 38.1 | 16.5 | 4.2 |
| Standard Deviation(%) | NA | 20.0 | 18.1 | 20.3 | 23.1 | 23.4 | NA | NA | 23.4 | 23.0 | 19.0 | 19.0 | 31.8 | 23.3 | 37.7 | 17.4 | 21.7 | 12.3 | 19.9 | 17.2 | 17.5 | 15.0 | 17.7 | 31.2 | 23.1 | 30.1 | 40.4 | 18.3 | 16.1 | 14.0 | 18.0 | 20.0 | 24.7 | 27.3 | 33.0 | 20.3 | 25.3 | 17.1 | 9.0 |
| Treynor Ratio | NA | 0.31 | 0.35 | 0.14 | 0.0 | 0.1 | NA | NA | 0.07 | 0.13 | 0.08 | 0.13 | -0.34 | 0.01 | 0.55 | 0.33 | -0.06 | 0.22 | 0.01 | -0.08 | 0.06 | 0.42 | 0.15 | -0.05 | 0.24 | 0.32 | -0.45 | 0.08 | 0.11 | 0.2 | 0.11 | 0.57 | -0.34 | -0.18 | -0.21 | 0.68 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.02 | -0.01 | -0.02 | -0.02 | 0.05 | 0.0 | 0.01 | 0.0 | -0.04 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.04 | -0.08 | -0.06 | -0.05 | 0.14 | 0.05 | NA | NA |
| Beta | NA | 0.86 | 0.87 | 0.92 | 0.95 | 0.99 | NA | NA | 0.96 | 0.91 | 0.97 | 0.94 | 0.96 | 1.07 | 0.98 | 1.07 | 1.1 | 1.13 | 1.1 | 1.04 | 1.09 | 1.02 | 1.02 | 0.96 | 0.96 | 0.91 | 0.92 | 0.98 | 0.92 | 0.89 | 0.95 | 0.97 | 0.93 | 1.01 | 0.85 | 0.92 | 0.98 | NA | NA |
| RSquared | NA | 0.89 | 0.87 | 0.92 | 0.93 | 0.94 | NA | NA | 0.9 | 0.93 | 0.91 | 0.94 | 0.97 | 0.92 | 0.98 | 0.94 | 0.96 | 0.9 | 0.94 | 0.94 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.94 | 0.9 | 0.93 | 0.89 | 0.88 | 0.88 | 0.84 | 0.49 | 0.72 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 22.9 | 13.3 | 8.0 | 18.9 | 0.0 | 0.0 | 12.4 | 17.4 | 14.5 | 7.7 | 5.0 | 0.2 | 0.0 | 0.0 | 12.6 | 9.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.4 | 9.9 | 1.0 | 5.2 | 6.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 135.1 | 116.7 | -68.0 | N/A | N/A | -100.0 | -36.9 | 47.5 | 105.8 | 37.2 | 3824.0 | N/A | N/A | -100.0 | 40.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.8 | 993.3 | -78.4 | -23.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/1996
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