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Hartford Small Cap Value Y (HSMYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.91+0.12 (+0.94%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.37%
5-year average return10.98%
Number of years up14
Number of years down5
Best 1-yr total return (30 May 2024)47.73%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return47.73%
Worst 3-yr total return4.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSMYXCategory
YTD-2.34%26.79%
1-month-5.25%-1.77%
3-month1.43%4.45%
1-year15.28%71.02%
3-year0.68%9.35%
5-year7.05%12.17%
10-year6.90%9.95%
Last bull market24.55%28.07%
Last bear market-13.80%-24.24%

Annual total return (%) history

Year
HSMYXCategory
2024
N/AN/A
2023
17.29%N/A
2022
-12.04%N/A
2021
31.96%N/A
2020
4.43%4.02%
2019
21.19%21.43%
2018
-10.10%-15.46%
2017
9.97%8.54%
2016
18.19%25.99%
2015
-5.86%-6.71%
2014
5.25%3.34%
2013
36.35%36.22%
2012
16.21%16.00%
2011
-0.99%-4.45%
2010
24.70%26.17%
2009
47.73%31.32%
2008
-46.34%-32.24%
2007
7.94%-6.08%
2006
10.66%16.27%
2005
7.38%6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.07%N/AN/AN/A
20232.38%1.43%-1.50%14.66%
2022-3.39%-13.80%-5.66%11.95%
202123.91%6.38%-5.03%5.42%
2020-37.68%21.65%1.73%35.39%
201912.98%0.09%-0.94%8.18%
2018-0.21%7.43%2.44%-18.14%
20171.26%0.66%5.08%2.69%
20160.09%0.35%8.94%8.02%
20155.26%-1.52%-11.09%2.16%
20141.44%1.92%-4.88%7.03%
201312.44%0.68%8.45%11.07%
201211.52%-4.51%6.64%2.34%
20119.26%-1.05%-19.35%13.54%
20106.63%-9.54%12.76%14.66%
2009-2.45%20.97%18.52%5.62%
2008-11.35%1.69%-19.25%-26.29%
20074.93%6.30%-0.39%-2.84%
20068.79%-5.93%0.82%7.25%
2005-3.08%1.64%5.95%2.88%

Rank in category (by total return)

YTD63
1-month28
3-month57
1-year52
3-year78
5-year65

Load adjusted returns

1-year15.28%
3-year0.68%
5-year7.05%
10-year6.90%