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Hartford Small Cap Value R5 (HSMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.42+0.02 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return9.40%
Number of years up9
Number of years down3
Best 1-yr total return (25 Jun 2024)36.47%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return36.47%
Worst 3-yr total return4.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSMTXCategory
YTD4.35%26.79%
1-month6.85%-1.77%
3-month6.68%4.45%
1-year27.78%71.02%
3-year2.08%9.35%
5-year10.95%12.17%
10-year7.53%9.95%
Last bull market24.52%28.07%
Last bear market-13.84%-24.24%

Annual total return (%) history

Year
HSMTXCategory
2024
N/AN/A
2023
17.19%N/A
2022
-12.05%N/A
2021
31.94%N/A
2020
4.47%4.02%
2019
20.97%21.43%
2018
-10.09%-15.46%
2017
9.88%8.54%
2016
18.22%25.99%
2015
-6.00%-6.71%
2014
5.20%3.34%
2013
36.47%36.22%
2012
16.16%16.00%
2011
N/A-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.15%N/AN/AN/A
20232.38%1.43%-1.50%14.57%
2022-3.38%-13.84%-5.65%11.98%
202123.87%6.37%-5.03%5.44%
2020-37.64%21.62%1.73%35.40%
201912.85%0.09%-0.94%8.12%
2018-0.21%7.36%2.50%-18.12%
20171.18%0.66%5.09%2.66%
20160.17%0.26%8.88%8.11%
20155.17%-1.52%-11.09%2.07%
20141.37%1.99%-4.87%6.97%
201312.52%0.60%8.59%11.02%
201211.52%-4.51%6.64%2.29%
201113.53%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month3
3-month8
1-year28
3-year64
5-year46

Load adjusted returns

1-year27.78%
3-year2.08%
5-year10.95%
10-year7.53%