Hartford Small Cap Growth HLS Fund (HISCX)
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.
Fund Info
US4165282892
May 2, 1994
$0
Small-Cap
Growth
Expense Ratio
HISCX features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hartford Small Cap Growth HLS Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Hartford Small Cap Growth HLS Fund had a return of 0.34% year-to-date (YTD) and 11.91% in the last 12 months. Over the past 10 years, Hartford Small Cap Growth HLS Fund had an annualized return of 0.00%, while the S&P 500 had an annualized return of 11.26%, indicating that Hartford Small Cap Growth HLS Fund did not perform as well as the benchmark.
HISCX
0.34%
-3.99%
3.21%
11.91%
-0.89%
0.00%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of HISCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.59% | 0.34% | |||||||||||
| 2024 | -1.48% | 6.20% | 2.94% | -7.37% | 5.03% | 1.37% | 5.82% | 0.30% | 1.38% | -2.53% | 10.50% | -8.11% | 13.13% |
| 2023 | 9.26% | -2.19% | -2.24% | -0.62% | 0.98% | 7.82% | 3.14% | -4.19% | -5.15% | -6.96% | 8.50% | 10.72% | 18.42% |
| 2022 | -12.90% | -0.31% | -1.04% | -10.56% | -3.95% | -6.22% | 10.69% | -19.50% | -7.97% | 8.47% | 3.15% | -6.62% | -40.68% |
| 2021 | 0.24% | 3.95% | -2.19% | 4.48% | -4.38% | 3.24% | 0.40% | -5.81% | -3.82% | 3.59% | -5.48% | 2.49% | -4.06% |
| 2020 | -1.18% | -7.52% | -19.26% | 15.96% | 7.86% | 3.17% | 3.60% | 1.36% | -2.59% | 3.63% | 16.13% | 9.50% | 28.36% |
| 2019 | 12.33% | 7.88% | -0.31% | 3.25% | -8.09% | 7.92% | 0.72% | -21.35% | 0.15% | 2.82% | 5.89% | 3.92% | 11.06% |
| 2018 | 4.67% | -3.57% | 1.20% | -0.58% | 6.59% | 0.43% | 1.26% | -0.17% | -2.46% | -12.63% | 0.70% | -11.68% | -16.71% |
| 2017 | 1.98% | 2.31% | 0.36% | 2.57% | -0.38% | 2.65% | 1.29% | -0.90% | 5.05% | 1.13% | 1.37% | 1.13% | 20.07% |
| 2016 | -9.95% | -0.67% | 6.14% | 1.44% | 3.29% | -0.24% | 6.31% | -3.93% | 0.71% | -4.96% | 9.52% | 1.21% | 7.53% |
| 2015 | -1.57% | 6.58% | 2.08% | -3.34% | 2.80% | 1.58% | 1.26% | -16.08% | -6.82% | 5.19% | 3.42% | -4.12% | -10.74% |
| 2014 | -3.44% | 5.11% | -1.24% | -3.79% | 0.89% | 5.20% | -6.20% | 4.05% | -5.34% | 6.48% | 2.48% | 2.42% | 5.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HISCX is 23, meaning it’s performing worse than 77% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Small Cap Growth HLS Fund provided a 0.29% dividend yield over the last twelve months, with an annual payout of $0.08 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.04 | $0.02 | $6.18 |
Dividend yield | 0.29% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.14% | 0.09% | 22.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Small Cap Growth HLS Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2014 | $6.18 | $0.00 | $0.00 | $0.00 | $0.00 | $6.18 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Small Cap Growth HLS Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hartford Small Cap Growth HLS Fund was 62.56%, occurring on Mar 9, 2009. Recovery took 492 trading sessions.
The current Hartford Small Cap Growth HLS Fund drawdown is 31.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.56% | Jul 20, 2007 | 411 | Mar 9, 2009 | 492 | Feb 17, 2011 | 903 |
| -52.15% | Feb 10, 2021 | 410 | Sep 26, 2022 | — | — | — |
| -49.81% | Aug 23, 2018 | 394 | Mar 18, 2020 | 189 | Dec 15, 2020 | 583 |
| -34.02% | Jul 17, 2015 | 145 | Feb 11, 2016 | 413 | Oct 2, 2017 | 558 |
| -29.12% | Jul 8, 2011 | 61 | Oct 3, 2011 | 234 | Sep 7, 2012 | 295 |
Volatility
Volatility Chart
The current Hartford Small Cap Growth HLS Fund volatility is 4.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.