- ISIN
- US4166453070
- CUSIP
- 416645307
- Issuer
- Hartford
- Inception Date
- Jul 22, 1996
- Category
- Small Cap Growth Equities
- Min. Investment
- $250,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HSCYX Performance Chart
The Hartford Small Company Fund (HSCYX) is up 15.6% since the beginning of the year. HSCYX is currently trading at $38 per share. Investors who bought $1,000 worth of HSCYX shares 5 years ago would now be looking at an investment worth $1,137.
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Returns By Period
The Hartford Small Company Fund (HSCYX) has returned 15.64% so far this year and 34.59% over the past 12 months. Over the last ten years, HSCYX has had an annualized return of 13.49%, just under the S&P 500 Index benchmark’s 13.71%.
The Hartford Small Company Fund
- 1D
- 1.34%
- 1M
- 6.02%
- YTD
- 15.64%
- 6M
- 13.22%
- 1Y
- 34.59%
- 3Y*
- 16.77%
- 5Y*
- 2.61%
- 10Y*
- 13.49%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
HSCYX Monthly Returns History
Based on dividend-adjusted daily data since Jul 22, 1996, HSCYX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 61% of months were positive and 39% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.13% | -0.51% | -5.77% | 11.18% | 5.27% | 4.21% | 15.64% | ||||||
| 2025 | 4.96% | -6.50% | -7.06% | -0.79% | 4.07% | 4.54% | 1.68% | 2.82% | 2.64% | 3.39% | 4.16% | -0.85% | 12.82% |
| 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% |
Benchmark Metrics
The Hartford Small Company Fund has an annualized alpha of 1.48%, beta of 1.04, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since July 22, 1996.
- This fund captured 122.89% of S&P 500 Index gains and 115.73% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.04 and R2 of 0.73, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.48%
- Beta
- 1.04
- R²
- 0.73
- Upside Capture
- 122.89%
- Downside Capture
- 115.73%
Expense Ratio
HSCYX has an expense ratio of 0.91%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HSCYX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for The Hartford Small Company Fund (HSCYX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSCYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.46 | +0.09 |
| Martin ratioReturn relative to average drawdown | 10.03 | 10.92 | -0.89 |
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 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.53 | $2.78 | $2.56 | $4.00 | $0.00 | $0.00 | $2.58 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 20.12% | 7.19% | 9.52% | 19.43% | 0.00% | 0.00% | 12.96% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $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 |
| 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 |
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 61.55%, occurring on Feb 13, 2003. Recovery took 791 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2003 bear market2003 | -61.55%Feb 2003 | 2y 11mo | 3y 1mo | 6y 24dMar 2000 - Apr 2006 |
Financial crisis2007–2009 | -56.79%Mar 2009 | 1y 4mo | 2y 21d | 3y 5moNov 2007 - Mar 2011 |
Bear market2022 | -42.85%Jun 2022 | 1y 4mo | 4y | 5y 4moFeb 2021 - Jun 2026 |
1998 bear market1998 | -38.00%Oct 1998 | 5mo 18d | 3mo 23d | 9mo 11dApr 1998 - Jan 1999 |
COVID crash2020 | -37.84%Mar 2020 | 27d | 2mo 22d | 3mo 19dFeb 2020 - Jun 2020 |
Drawdown Indicators
| HSCYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.55% | -56.78% | -4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -9.10% | -4.78% |
Max Drawdown (3Y)Largest decline over 3 years | -26.93% | -18.90% | -8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -41.19% | -25.43% | -15.76% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -33.92% | -8.93% |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -17.57% | -10.71% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.04% | +1.48% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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