Nasdaq - Delayed Quote USD

Hartford Small Cap Growth HLS IB (HBSGX)

24.99
+0.28
+(1.13%)
At close: 8:04:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.23%
5y Average Return 7.54%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (May 14, 2025) 44.50%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 44.50%
Worst 3Y Total Return -4.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HBSGX
Category
YTD
-14.21%
12.40%
1-Month
-1.53%
3.37%
3-Month
-17.18%
4.88%
1-Year
-2.87%
55.69%
3-Year
2.05%
19.34%
5-Year
5.65%
20.72%
10-Year
5.63%
13.98%
Last Bull Market
23.25%
27.85%
Last Bear Market
-19.49%
-24.06%

Annual Total Return (%) History

Year
HBSGX
Category
2025
--
--
2024
12.84%
--
2023
18.14%
--
2022
-28.64%
--
2021
3.76%
--
2020
32.89%
38.62%
2019
35.45%
27.68%
2018
-11.89%
-5.76%

2017
19.75%
21.50%
2016
12.08%
11.20%
2015
-0.79%
-2.41%
2014
5.57%
2.44%
2013
44.50%
40.91%
2012
17.10%
13.15%
2011
1.17%
-3.55%
2010
36.21%
26.98%
2009
35.06%
35.46%
2008
-37.57%
-41.55%
2007
-2.11%
7.59%
2006
6.59%
10.81%
2005
10.78%
6.02%
2004
15.14%
12.41%
2003
49.70%
45.54%
2002
--
-27.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.88% -- -- --
2024 7.66% -1.43% 7.51% -1.10%
2023 4.42% 8.15% -6.36% 11.72%
2022 -14.12% -19.49% -1.15% 4.41%
2021 1.86% 3.04% -1.43% 0.29%
2020 -26.22% 28.88% 6.12% 31.70%
2019 20.73% 2.36% -3.08% 13.08%
2018 2.08% 6.39% 4.49% -22.35%
2017 4.67% 4.79% 5.38% 3.61%
2016 -5.13% 4.45% 7.42% 5.28%

2015 7.03% 0.85% -11.83% 4.23%
2014 0.19% 2.02% -7.51% 11.68%
2013 13.43% 3.90% 12.60% 8.89%
2012 14.90% -4.61% 6.78% 0.06%
2011 11.01% 2.65% -22.22% 14.14%
2010 8.97% -7.95% 15.69% 17.37%
2009 -10.55% 21.60% 18.34% 4.92%
2008 -12.05% 5.76% -8.99% -26.26%
2007 2.88% 5.93% -4.27% -6.16%
2006 9.29% -8.02% -2.08% 8.28%
2005 -2.93% 5.51% 4.87% 3.14%
2004 4.96% -0.16% -4.42% 14.96%
2003 -6.40% 25.18% 14.23% 11.85%
2002 -20.91% 10.19% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 69
3-Month 84
1-Year 80
3-Year 69
5-Year 82

Load Adjusted Returns

1-Year -2.87%
3-Year 2.05%
5-Year 5.65%
10-Year 5.63%

Performance & Risk

YTD Return -9.23%
5y Average Return 7.54%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 481.84M
YTD Return -14.21%
Yield 0.11%
Morningstar Rating
Inception Date May 01, 2002

Fund Summary

The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have superior growth potential. It invests at least 80% of its assets in common stocks of small capitalization companies. The advisor defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Related Tickers

FSHCX Fidelity Select Health Care Svcs Port
101.26
+2.98%
 
BIPSX ProFunds Biotechnology UltraSector Fund
18.86
+2.72%
 
BIPIX ProFunds Biotechnology UltraSector Fund
36.26
+2.69%
 
UMPIX ProFunds UltraMid Cap Fund
62.39
+2.13%
 
UMPSX ProFunds UltraMid Cap Fund
47.98
+2.11%
 
FSPHX Fidelity Select Health Care
24.94
+2.00%
 
PRHSX T. Rowe Price Health Sciences
74.79
+1.82%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.63
0.00%
 
THISX T. Rowe Price Health Sciences I
75.01
+1.82%
 
SHSAX BlackRock Health Sciences Opps Inv A
60.56
+1.68%
 
UDPIX ProFunds Ultra Dow 30 ProFund
76.70
+1.67%
 
SHSSX BlackRock Health Sciences Opps Instl
65.28
+1.67%
 
SHSKX BlackRock Health Sciences Opps K
65.42
+1.66%
 
SHSCX BlackRock Health Sciences Opps Inv C
48.34
+1.66%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
58.31
+1.66%
 
SHISX BlackRock Health Sciences Opps Svc
60.90
+1.65%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.49
+1.64%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.20
+1.63%
 
RYLDX Rydex Dow 2x Strategy A
163.22
+1.61%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
127.70
+1.58%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
127.11
+1.58%
 
FPHAX Fidelity Select Pharmaceuticals Port
23.31
+1.57%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
64.01
+1.52%
 
JFNSX Janus Henderson Global Life Sciences Fund
60.75
+1.52%
 
JNGLX Janus Henderson Global Life Sciences D
64.12
+1.52%
 
PHLQX PGIM Jennison Health Sciences R6
40.14
+1.52%
 
JFNIX Janus Henderson Global Life Sciences Fund
64.25
+1.52%
 
JAGLX Janus Henderson Global Life Sciences T
63.70
+1.51%
 
JFNCX Janus Henderson Global Life Sciences Fund
53.76
+1.51%
 
JFNAX Janus Henderson Global Life Sciences Fund
62.52
+1.51%
 
PHLAX PGIM Jennison Health Sciences A
30.97
+1.51%
 
PHSZX PGIM Jennison Health Sciences Z
39.73
+1.51%
 
AVALX Aegis Value I
43.95
+1.50%
 
PJHRX PGIM Jennison Health Sciences R
28.52
+1.49%
 
MSSGX Morgan Stanley Inst Inception I
15.62
+1.49%
 
MFLLX Morgan Stanley Inst Inception R6
15.80
+1.48%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
69.40
+1.43%
 
PRUQX PGIM Jennison Utility R6
15.69
+1.42%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
55.00
+1.42%
 
HICGX Hennessy Cornerstone Growth Inst
33.05
+1.41%
 
HFCGX Hennessy Cornerstone Growth Investor
31.59
+1.38%
 
EMCAX Empiric Fund
65.51
+1.38%
 
LOGSX Live Oak Health Sciences
20.80
+1.36%
 
NWKCX Nationwide Geneva Small Cap Gr R6
84.17
+1.35%
 
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
82.85
+1.35%
 
NWHZX Nationwide Geneva Small Cap Gr A
78.39
+1.34%
 
DFDSX DF Dent Small Cap Growth Investor
23.79
+1.32%
 
GURAX NAA Risk Managed Real Estate A
32.27
+1.32%
 
RYCVX Rydex Dow 2x Strategy H
162.51
+1.61%
 
RYCYX Rydex Dow 2x Strategy C
134.37
+1.61%
 
GURIX NAA Risk Managed Rl Estt Inst
32.78
+1.30%
 
BPTIX Baron Partners Institutional
209.80
+1.29%
 
BPTRX Baron Partners Retail
200.73
+1.29%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.99
+1.28%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
19.01
+1.28%
 
WASMX Boston Trust Walden SMID Cap
24.69
+1.27%
 
QISGX Federated Hermes MDT Small Cap Growth IS
27.09
+1.27%
 
PXSGX Virtus KAR Small-Cap Growth I
31.08
+1.27%
 
CSRIX Cohen & Steers Instl Realty Shares
49.67
+1.26%
 
GIUIX NAA Mid Growth Institutional
37.69
+1.26%
 
CSRSX Cohen & Steers Realty Shares L
68.18
+1.26%
 
CSJZX Cohen & Steers Realty Shares Z
68.33
+1.26%
 
CSJCX Cohen & Steers Realty Shares C
67.85
+1.25%
 
CSJIX Cohen & Steers Realty Shares I
68.15
+1.25%
 
SEIRX SEI Real Estate I (SIMT)
16.23
+1.25%
 
CSJAX Cohen & Steers Realty Shares A
68.19
+1.25%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
16.27
+1.24%
 
CSJRX Cohen & Steers Realty Shares R
68.34
+1.24%
 
SREYX SEI Real Estate Y (SIMT)
16.28
+1.24%
 
IFPUX Independent Franchise Partners US Equity
20.48
+1.24%
 
SECUX NAA Mid Growth A
37.69
+1.24%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.89
+1.23%
 
CSCRX Columbia Small Cap Growth Inst2
28.01
+1.23%
 
CGOAX Columbia Small Cap Growth A
24.79
+1.22%
 
BUIOX Buffalo Early Stage Growth Instl
15.72
+1.22%
 
FSPCX Fidelity Select Insurance Port
96.27
+1.22%
 
CMSCX Columbia Small Cap Growth Inst
27.44
+1.22%
 
CMSHX Columbia Small Cap Growth S
27.44
+1.22%
 
AREDX American Century Real Estate R6
26.70
+1.21%
 
PJECX PGIM US Real Estate C
15.02
+1.21%
 
ABIZX AMG River Road Mid Cap Value Z
22.57
+1.21%
 
CSGYX Columbia Small Cap Growth Inst3
28.51
+1.21%
 
ABMIX AMG River Road Mid Cap Value I
22.74
+1.20%
 
FSHOX Fidelity Select Construction & Housing
119.77
+1.19%
 
FIJYX Fidelity Advisor Biotechnology Z
27.26
+1.19%
 
FSMEX Fidelity Select Medical Tech and Devcs
60.07
+1.18%
 
PJEAX PGIM US Real Estate A
15.51
+1.17%
 
PJEQX PGIM US Real Estate R6
15.54
+1.17%
 
PJEZX PGIM US Real Estate Z
15.54
+1.17%
 
SMAYX SEI Small Cap Growth Y (SIMT)
34.55
+1.17%
 
VRMCX Virtus KAR Mid-Cap Core R6
62.24
+1.17%
 
VMACX Virtus KAR Mid-Cap Core A
59.77
+1.17%
 
CCALX Conestoga Small Cap Institutional
75.39
+1.17%
 
VIMCX Virtus KAR Mid-Cap Core I
61.85
+1.16%
 
MMCGX Morgan Stanley Inst Discovery R6
24.52
+1.16%
 
FSTRX Federated Hermes MDT Large Cap Value A
32.41
+1.15%
 
QRLVX Federated Hermes MDT Large Cap Value R
32.43
+1.15%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
28.95
+1.15%
 
FSTLX Federated Hermes MDT Large Cap Value R6
32.48
+1.15%
 
QCLVX Federated Hermes MDT Large Cap Value C
32.48
+1.15%