- ISIN
- US4165298088
- CUSIP
- 416529808
- Issuer
- Hartford
- Inception Date
- Feb 19, 2002
- Category
- Small Cap Growth Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HSLYX Performance Chart
Hartford Small Cap Growth Fund (HSLYX) is up 22.9% since the beginning of the year. HSLYX is currently trading at $59 per share. Investors who bought $1,000 worth of HSLYX shares 5 years ago would now be looking at an investment worth $1,251.
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Returns By Period
Hartford Small Cap Growth Fund (HSLYX) has returned 22.88% so far this year and 42.34% over the past 12 months. Over the last ten years, HSLYX has returned 10.65% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Hartford Small Cap Growth Fund
- 1D
- 2.52%
- 1M
- 4.74%
- YTD
- 22.88%
- 6M
- 19.76%
- 1Y
- 42.34%
- 3Y*
- 15.79%
- 5Y*
- 4.58%
- 10Y*
- 10.65%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
HSLYX Monthly Returns History
Based on dividend-adjusted daily data since Feb 15, 2002, HSLYX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 62% of months were positive and 38% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.24% | 0.99% | -6.58% | 15.55% | 5.02% | 2.96% | 22.88% | ||||||
| 2025 | 3.59% | -8.22% | -8.39% | -1.49% | 5.07% | 5.67% | 1.17% | 3.85% | 3.38% | 4.04% | 1.03% | -1.75% | 6.86% |
| 2024 | -1.51% | 6.14% | 2.94% | -7.40% | 5.01% | 1.32% | 5.74% | 0.29% | 1.34% | -2.68% | 10.51% | -9.12% | 11.36% |
| 2023 | 9.24% | -2.21% | -2.23% | -0.63% | 0.93% | 7.87% | 3.12% | -4.22% | -5.17% | -6.97% | 8.43% | 10.68% | 18.16% |
| 2022 | -12.90% | -0.42% | -1.05% | -10.57% | -3.97% | -6.30% | 10.72% | -3.04% | -8.03% | 8.41% | 3.14% | -6.64% | -28.82% |
| 2021 | 0.22% | 3.92% | -2.17% | 4.49% | -4.43% | 3.23% | 0.37% | 2.09% | -3.85% | 3.55% | -5.63% | 2.33% | 3.49% |
Benchmark Metrics
Hartford Small Cap Growth Fund has an annualized alpha of 0.71%, beta of 1.13, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 15, 2002.
- This fund captured 126.11% of S&P 500 Index gains and 119.10% 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.
- Alpha
- 0.71%
- Beta
- 1.13
- R²
- 0.80
- Upside Capture
- 126.11%
- Downside Capture
- 119.10%
Expense Ratio
HSLYX has an expense ratio of 0.87%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HSLYX ranks 56 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 Hartford Small Cap Growth Fund (HSLYX) 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.
| HSLYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.78 | +0.37 |
| Martin ratioReturn relative to average drawdown | 12.17 | 12.44 | -0.27 |
Dividends
Dividend History
Hartford Small Cap Growth Fund provided a 6.03% dividend yield over the last twelve months, with an annual payout of $3.58 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.58 | $3.58 | $5.89 | $1.40 | $0.00 | $12.13 | $4.32 | $1.50 | $11.90 | $2.74 | $0.31 | $3.93 |
Dividend yield | 6.03% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
Monthly Dividends
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.
| 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 | $3.58 | $3.58 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.89 | $5.89 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.40 |
| 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 | $12.13 | $12.13 |
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 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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.62%Mar 2009 | 1y 7mo | 1y 10mo | 3y 5moJul 2007 - Jan 2011 |
Dot-com crash2000–2002 | -43.37%Oct 2002 | 5mo 25d | 1y 5d | 1y 6moApr 2002 - Oct 2003 |
COVID crash2020 | -40.64%Mar 2020 | 1mo 3d | 5mo 17d | 6mo 20dFeb 2020 - Sep 2020 |
Bear market2022 | -39.72%Jun 2022 | 7mo 9d | 3y 10mo | 4y 5moNov 2021 - Apr 2026 |
Rate-hike selloffLate 2018 | -30.36%Dec 2018 | 3mo 21d | 11mo 21d | 1y 3moSep 2018 - Dec 2019 |
Drawdown Indicators
| HSLYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -56.78% | -2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -9.10% | -4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -31.16% | -18.90% | -12.26% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -25.43% | -14.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -33.92% | -6.72% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -12.63% | -10.71% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.03% | +1.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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