Hartford Schroders US Small Cap Opportunities Fund (SCUIX)

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Hartford Schroders US Small Cap Opportunities Fund (SCUIX) is up 14.9% since the beginning of the year. SCUIX is currently trading at $33 per share. Investors who bought $1,000 worth of SCUIX shares 5 years ago would now be looking at an investment worth $1,288.

Hartford Schroders US Small Cap Opportunities Fund (SCUIX) has returned 14.85% so far this year and 30.78% over the past 12 months. Over the last ten years, SCUIX has returned 9.57% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 3, 1994, SCUIX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2011 with a return of +13.3%, while the worst month was Mar 2020 at -22.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SCUIX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -13.0%.

Hartford Schroders US Small Cap Opportunities Fund has an annualized alpha of 2.83%, beta of 0.89, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 04, 1994.

• This fund captured 102.70% of S&P 500 Index gains but only 95.11% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 2.83% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.89 and R2 of 0.75, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

SCUIX has a high expense ratio of 1.08%, indicating above-average management fees.

SCUIX ranks 46 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.

The table below present risk-adjusted performance metrics for Hartford Schroders US Small Cap Opportunities Fund (SCUIX) and compare them to S&P 500 Index.

Hartford Schroders US Small Cap Opportunities Fund provided a 11.60% dividend yield over the last twelve months, with an annual payout of $3.86 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Hartford Schroders US Small Cap Opportunities 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 Schroders US Small Cap Opportunities 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 Schroders US Small Cap Opportunities Fund was 50.53%, occurring on Mar 9, 2009. Recovery took 438 trading sessions.

The current Hartford Schroders US Small Cap Opportunities Fund drawdown is 0.84%.

The chart below shows the rolling one-month volatility.