Hartford Small Cap Growth Fund (HSLYX)

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

Hartford Small Cap Growth Fund (HSLYX) has returned -5.93% so far this year and 15.40% over the past 12 months. Over the last ten years, HSLYX has returned 8.17% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 15, 2002, HSLYX's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Oct 2011 with a return of +16.3%, while the worst month was Oct 2008 at -20.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HSLYX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -15.1%.

Hartford Small Cap Growth Fund has an annualized alpha of 0.34%, beta of 1.13, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 19, 2002.

• This fund captured 125.46% of S&P 500 Index gains and 119.91% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.13 and R² of 0.80, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

HSLYX has an expense ratio of 0.87%, placing it in the medium range.

HSLYX ranks 24 for risk / return — below 24% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Hartford Small Cap Growth Fund provided a 7.87% dividend yield over the last twelve months, with an annual payout of $3.58 per share.

The table displays the monthly dividend distributions for Hartford Small Cap Growth 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 Hartford Small Cap Growth 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 Fund was 59.62%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.

The current Hartford Small Cap Growth Fund drawdown is 13.45%.

The chart below shows the rolling one-month volatility.