The Hartford Small Company Fund (HSCYX)
The investment seeks growth of capital. The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
Fund Info
US4166453070
416645307
Jul 22, 1996
$250,000
Small-Cap
Growth
Expense Ratio
HSCYX has an expense ratio of 0.91%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
The Hartford Small Company Fund (HSCYX) returned -6.06% year-to-date (YTD) and 1.53% over the past 12 months. Over the past 10 years, HSCYX returned 6.75% annually, underperforming the S&P 500 benchmark at 10.85%.
HSCYX
-6.06%
2.98%
-13.16%
1.53%
4.35%
5.69%
6.75%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of HSCYX, 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 | 4.96% | -6.50% | -7.06% | -0.79% | 3.81% | -6.06% | |||||||
2024 | -2.12% | 6.06% | 3.11% | -7.37% | 5.40% | -0.22% | 6.05% | 0.49% | 1.32% | -2.09% | 10.09% | -7.96% | 11.70% |
2023 | 6.94% | -1.42% | -2.80% | -0.52% | -0.44% | 8.43% | 2.12% | -3.43% | -4.66% | -7.45% | 9.40% | 11.07% | 16.35% |
2022 | -13.72% | 1.54% | -0.49% | -11.88% | -5.38% | -8.78% | 11.67% | -2.87% | -7.67% | 8.36% | 2.87% | -7.00% | -31.17% |
2021 | 1.86% | 3.15% | -3.01% | 3.76% | -5.44% | 4.45% | -1.54% | 1.64% | -4.76% | 4.71% | -5.14% | 2.38% | 1.24% |
2020 | -0.19% | -6.93% | -18.33% | 16.66% | 12.68% | 5.14% | 6.56% | 5.99% | -0.06% | 3.86% | 13.82% | 10.50% | 54.62% |
2019 | 13.25% | 8.10% | 0.16% | 3.40% | -6.09% | 7.91% | 0.68% | -2.51% | -2.73% | 2.65% | 6.63% | 2.01% | 36.96% |
2018 | 5.24% | -1.49% | -0.11% | -0.26% | 8.40% | 0.28% | 0.31% | 8.47% | -0.61% | -13.04% | 3.00% | -12.18% | -4.49% |
2017 | 2.75% | 3.83% | 0.23% | 2.48% | 0.40% | 2.01% | 1.75% | 0.09% | 3.53% | 2.33% | 3.04% | 0.79% | 25.76% |
2016 | -11.87% | -2.91% | 5.99% | 1.16% | 2.14% | 0.16% | 6.43% | 0.15% | 1.56% | -6.04% | 8.21% | -1.02% | 2.26% |
2015 | -2.33% | 7.07% | 0.70% | -3.06% | 3.20% | 0.23% | 2.01% | -8.72% | -8.85% | 3.42% | 1.76% | -2.68% | -8.21% |
2014 | -1.41% | 6.04% | -3.59% | -4.54% | 1.78% | 6.73% | -5.95% | 5.22% | -3.56% | 5.45% | 1.03% | 0.38% | 6.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSCYX is 12, meaning it’s performing worse than 88% 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 The Hartford Small Company Fund (HSCYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $6.53 | $2.78 | $1.28 | $4.00 | $0.00 | $0.00 | $2.58 | $4.09 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 20.12% | 7.19% | 4.76% | 19.43% | 0.00% | 0.00% | 12.96% | 16.70% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
2024 | $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 |
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 | $6.53 | $6.53 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.78 | $2.78 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 | $1.28 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.00 | $4.00 |
2017 | $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 |
2016 | $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 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 | $2.58 |
2014 | $4.09 | $4.09 |
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.
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Worst Drawdowns
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 61.42%, occurring on Feb 13, 2003. Recovery took 787 trading sessions.
The current The Hartford Small Company Fund drawdown is 25.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-61.42% | Mar 13, 2000 | 731 | Feb 13, 2003 | 787 | Mar 31, 2006 | 1518 |
-56.79% | Nov 1, 2007 | 338 | Mar 9, 2009 | 493 | Feb 18, 2011 | 831 |
-42.85% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
-38% | Apr 23, 1998 | 121 | Oct 8, 1998 | 81 | Jan 29, 1999 | 202 |
-37.84% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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