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
| ISIN | US4166453070 |
|---|---|
| CUSIP | 416645307 |
| Issuer | Hartford |
| Inception Date | Jul 22, 1996 |
| Category | Small Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
HSCYX features an expense ratio of 0.91%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
The Hartford Small Company Fund had a return of 13.36% year-to-date (YTD) and 33.26% in the last 12 months. Over the past 10 years, The Hartford Small Company Fund had an annualized return of 7.06%, while the S&P 500 had an annualized return of 11.05%, indicating that The Hartford Small Company Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.36% | 21.24% |
| 1 month | 1.45% | 0.55% |
| 6 months | 9.36% | 11.47% |
| 1 year | 33.26% | 32.45% |
| 5 years (annualized) | 8.64% | 13.43% |
| 10 years (annualized) | 7.06% | 11.05% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.12% | 6.06% | 3.11% | -7.37% | 5.40% | -0.22% | 6.05% | 0.49% | 1.32% | -2.09% | 13.36% | ||
| 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% | 36.97% |
| 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% | -13.86% | -18.75% |
| 2014 | -1.41% | 6.04% | -3.59% | -4.54% | 1.78% | 6.72% | -5.95% | 5.22% | -3.56% | 5.45% | 1.03% | 0.38% | 6.65% |
| 2013 | 6.48% | 0.91% | 5.67% | -0.17% | 4.82% | 0.20% | 5.65% | -1.04% | 6.10% | 0.62% | 5.13% | 3.23% | 44.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSCYX is 28, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
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 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $6.53 | $2.78 | $1.28 | $4.00 | $0.00 | $0.00 | $0.00 | $4.09 | $2.77 |
Dividend yield | 0.00% | 0.00% | 0.00% | 20.12% | 7.19% | 4.76% | 19.43% | 0.00% | 0.00% | 0.00% | 16.70% | 10.31% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.09 | $4.09 |
| 2013 | $2.77 | $2.77 |
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 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 19.31%.
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 | — | — | — |
| -41.33% | Jun 24, 2015 | 161 | Feb 11, 2016 | 488 | Jan 19, 2018 | 649 |
| -38.56% | Apr 23, 1998 | 121 | Oct 8, 1998 | 131 | Apr 9, 1999 | 252 |
Volatility
Volatility Chart
The current The Hartford Small Company Fund volatility is 4.46%, 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.