Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.
Fund Info
US41665H3268
41665H326
Aug 6, 1993
$2,000
Small-Cap
Blend
Expense Ratio
SCUIX has a high expense ratio of 1.08%, indicating higher-than-average management fees.
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 Hartford Schroders US Small Cap Opportunities 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
Hartford Schroders US Small Cap Opportunities Fund had a return of 3.15% year-to-date (YTD) and 8.62% in the last 12 months. Over the past 10 years, Hartford Schroders US Small Cap Opportunities Fund had an annualized return of 2.42%, while the S&P 500 had an annualized return of 11.31%, indicating that Hartford Schroders US Small Cap Opportunities Fund did not perform as well as the benchmark.
SCUIX
3.15%
0.59%
2.19%
8.62%
3.30%
2.42%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SCUIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.92% | 3.15% | |||||||||||
| 2024 | -2.08% | 4.31% | 3.17% | -6.30% | 4.52% | -0.96% | 8.93% | -1.22% | 0.22% | -2.97% | 11.82% | -11.25% | 6.13% |
| 2023 | 9.53% | -1.65% | -3.94% | -2.57% | -2.64% | 6.73% | 3.03% | -2.81% | -7.11% | -7.77% | 9.33% | 10.42% | 8.51% |
| 2022 | -7.64% | 1.62% | -0.94% | -7.11% | 1.27% | -8.04% | 8.33% | -4.79% | -8.88% | 11.97% | 2.05% | -4.51% | -17.54% |
| 2021 | 1.58% | 9.28% | 1.97% | 2.99% | 0.23% | -0.43% | -1.79% | 1.59% | -1.01% | 3.33% | -2.69% | -4.62% | 10.20% |
| 2020 | -2.97% | -10.56% | -22.29% | 12.62% | 5.20% | 2.31% | 4.25% | 4.93% | -4.17% | 3.34% | 12.68% | 8.22% | 7.99% |
| 2019 | 10.32% | 4.33% | -1.70% | 4.78% | -6.87% | 8.61% | 1.71% | -3.47% | 2.59% | 1.66% | 3.78% | -1.17% | 25.93% |
| 2018 | 1.65% | -3.69% | 0.56% | 0.52% | 4.08% | 0.04% | 2.32% | 3.55% | -1.55% | -8.71% | 1.76% | -18.86% | -18.97% |
| 2017 | 1.24% | 2.25% | 0.37% | 0.15% | 0.11% | 2.45% | 0.98% | -2.04% | 4.61% | 2.00% | 2.30% | -8.40% | 5.55% |
| 2016 | -6.33% | 0.70% | 7.87% | 0.90% | 1.70% | 0.04% | 4.30% | 1.04% | 0.79% | -2.95% | 8.39% | -2.89% | 13.35% |
| 2015 | -2.51% | 5.15% | 2.18% | -2.78% | 2.31% | 0.42% | 0.11% | -4.91% | -3.88% | 5.03% | 1.94% | -10.99% | -8.76% |
| 2014 | -2.42% | 4.02% | 0.53% | -2.64% | 0.89% | 4.83% | -5.38% | 4.41% | -3.55% | 5.03% | 1.17% | -9.28% | -3.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCUIX is 19, meaning it’s performing worse than 81% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Schroders US Small Cap Opportunities Fund (SCUIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Schroders US Small Cap Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.08 | $0.06 | $0.09 | $0.10 |
Dividend yield | 0.00% | 0.00% | 0.08% | 0.00% | 0.00% | 0.05% | 0.30% | 0.29% | 0.32% | 0.38% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 | $0.02 | $0.02 |
| 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 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.10 | $0.10 |
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 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 55.26%, occurring on Mar 9, 2009. Recovery took 492 trading sessions.
The current Hartford Schroders US Small Cap Opportunities Fund drawdown is 13.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.26% | Nov 1, 2007 | 338 | Mar 9, 2009 | 492 | Feb 17, 2011 | 830 |
| -47.09% | May 28, 1996 | 618 | Oct 8, 1998 | 454 | Jul 13, 2000 | 1072 |
| -46.48% | Dec 2, 2013 | 1587 | Mar 23, 2020 | 200 | Jan 6, 2021 | 1787 |
| -41.71% | Sep 15, 2000 | 515 | Oct 9, 2002 | 497 | Oct 1, 2004 | 1012 |
| -35.75% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
Volatility
Volatility Chart
The current Hartford Schroders US Small Cap Opportunities Fund volatility is 4.26%, 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.