The Hartford Small Company Fund (HSCYX)

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The chart shows the growth of an initial investment of $10,000 in The Hartford Small Company Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The Hartford Small Company Fund (HSCYX) has returned -9.22% so far this year and 12.28% over the past 12 months. Over the last ten years, HSCYX has returned 10.77% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 22, 1996, HSCYX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +17.9%, while the worst month was Aug 1998 at -24.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HSCYX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -13.1%.

The Hartford Small Company Fund has an annualized alpha of 1.22%, beta of 1.04, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since July 23, 1996.

• This fund captured 123.01% of S&P 500 Index gains and 116.60% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.04 and R² of 0.74, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

HSCYX has an expense ratio of 0.91%, placing it in the medium range.

HSCYX ranks 20 for risk / return — in the bottom 20% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for The Hartford Small Company Fund (HSCYX) and compare them to a chosen benchmark (S&P 500 Index).

The Hartford Small Company Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for The Hartford Small Company Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the The Hartford Small Company 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 The Hartford Small Company Fund was 61.55%, occurring on Feb 13, 2003. Recovery took 791 trading sessions.

The current The Hartford Small Company Fund drawdown is 18.57%.

The chart below shows the rolling one-month volatility.