HIBSX Performance — Hartford Stock Hls Fund, Class IB
Data updated: 2026-08-28
HIBSX returned +3.40% year to date and +7.76% over one year to Jun 2026. Annualised returns are +7.91% over 3 years and +6.60% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $126, against $175 for the category, and to $108 over one year, against $117. Volatility over the past three years was 10.47% a year. In the 12 months to Jun 2026 the fund took in a net $21.1M, and assets reached $1.18B.
HIBSX Growth of $100
What $100 invested in Hartford Stock Hls Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | HIBSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $108 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $126 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $138 | $166 |
| Since data start (Jul 2019 – Jun 2026) | $186 | $271 |
HIBSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.40% |
| 1 year | +7.76% |
| 3 years (annualised) | +7.91% |
| 5 years (annualised) | +6.60% |
HIBSX Annual Returns
Calendar-year total returns of Hartford Stock Hls Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +3.40% |
| 2025 | +7.70% |
| 2024 | +8.48% |
| 2023 | +7.43% |
| 2022 | −5.37% |
| 2021 | +24.67% |
| 2020 | +11.80% |
| 2019 (Jul–Dec) | +8.42% |
HIBSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.9% | −6.9% | +5.7% | +2.4% | +0.9% | — | — | — | — | — | — |
| 2025 | +2.5% | +0.7% | −3.1% | −1.8% | +3.9% | +1.4% | −1.4% | +3.0% | −0.4% | +0.5% | +2.7% | −0.3% |
| 2024 | +1.4% | +3.2% | +1.2% | −3.6% | +2.1% | 0.0% | +3.6% | +4.3% | +1.4% | −3.8% | +3.6% | −4.6% |
| 2023 | +0.5% | −2.9% | +2.4% | +2.1% | −4.2% | +5.8% | +0.7% | −2.0% | −4.4% | −0.1% | +6.8% | +3.3% |
| 2022 | −3.6% | −1.4% | +3.0% | −3.8% | −0.4% | −5.5% | +5.4% | −3.2% | −7.5% | +9.9% | +5.6% | −2.6% |
| 2021 | −4.2% | +2.4% | +6.4% | +4.9% | +1.5% | +0.1% | +3.5% | +1.6% | −4.3% | +6.2% | −2.5% | +7.6% |
| 2020 | +0.2% | −8.5% | −10.4% | +8.8% | +4.3% | −0.3% | +4.6% | +5.7% | −0.1% | −4.1% | +10.7% | +2.6% |
| 2019 | — | — | — | — | — | — | +1.8% | +1.3% | +0.1% | −0.3% | +2.6% | +2.7% |
HIBSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.47%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +6.79% (Nov 2023)
- Worst month: −6.88% (Mar 2026)
HIBSX Fund Flows
Monthly money in and out of Hartford Stock Hls Fund, from SEC Form N-PORT.
- 12-month net flow: $21.1M
- 12-month gross sales (incl. reinvestments): $180.8M
- Sales ÷ redemptions: 1.13×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $227K | $12.4M | −$12.2M |
| May 2026 | $168K | $12.5M | −$12.4M |
| Apr 2026 | $2.1M | $12.5M | −$10.3M |
| Mar 2026 | $350K | $14.2M | −$13.8M |
| Feb 2026 | $320K | $10.7M | −$10.4M |
| Jan 2026 | $205K | $20.5M | −$20.3M |
| Dec 2025 | $18.2M | $15.8M | $2.4M |
| Nov 2025 | $402K | $11.6M | −$11.2M |
| Oct 2025 | $1.2M | $11.4M | −$10.2M |
| Sep 2025 | $341K | $13.0M | −$12.7M |
| Aug 2025 | $156.8M | $11.3M | $145.5M |
| Jul 2025 | $554K | $14.0M | −$13.4M |
HIBSX Assets Under Management
Net assets of Hartford Stock Hls Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.18B |
| 2026-03-31 | $1.11B |
| 2025-12-31 | $1.22B |
| 2025-09-30 | $1.22B |
| 2025-06-30 | $1.24B |
| 2025-03-31 | $1.23B |
| 2024-12-31 | $1.29B |
| 2024-09-30 | $1.40B |
| 2024-06-30 | $1.31B |
| 2024-03-31 | $1.38B |
| 2023-12-31 | $1.35B |
| 2023-09-30 | $1.26B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.