Hartford Schroders US MidCap Opportunities Fund (SMDIX)
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.
Fund Info
| ISIN | US41665H2351 |
|---|---|
| CUSIP | 41665H235 |
| Issuer | Hartford |
| Inception Date | Mar 31, 2006 |
| Category | Mid Cap Blend Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
SMDIX features an expense ratio of 0.89%, 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 Hartford Schroders US MidCap 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 MidCap Opportunities Fund had a return of 10.81% year-to-date (YTD) and 18.53% in the last 12 months. Over the past 10 years, Hartford Schroders US MidCap Opportunities Fund had an annualized return of 6.66%, while the S&P 500 had an annualized return of 10.88%, indicating that Hartford Schroders US MidCap Opportunities Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.81% | 18.13% |
| 1 month | 2.18% | 1.45% |
| 6 months | 3.54% | 8.81% |
| 1 year | 18.53% | 26.52% |
| 5 years (annualized) | 9.97% | 13.43% |
| 10 years (annualized) | 6.66% | 10.88% |
Monthly Returns
The table below presents the monthly returns of SMDIX, 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 | -0.60% | 6.24% | 3.48% | -5.22% | 2.12% | -0.62% | 3.55% | 2.47% | 10.81% | ||||
| 2023 | 6.08% | -2.12% | 1.00% | -0.58% | -2.92% | 6.13% | 1.30% | -0.67% | -5.29% | -4.51% | 9.08% | 5.68% | 12.69% |
| 2022 | -6.34% | -0.88% | 1.89% | -6.38% | 0.76% | -7.51% | 8.81% | -2.81% | -8.03% | 7.51% | 5.44% | -3.76% | -12.44% |
| 2021 | -0.68% | 5.50% | 4.40% | 5.61% | 0.34% | -0.87% | 2.30% | 2.25% | -3.51% | 4.42% | -1.86% | 6.07% | 26.06% |
| 2020 | -0.98% | -8.91% | -18.74% | 12.95% | 6.06% | -0.14% | 5.52% | 2.71% | -2.38% | 0.26% | 11.26% | 5.49% | 9.17% |
| 2019 | 9.56% | 3.26% | 0.07% | 3.84% | -5.82% | 6.60% | 1.65% | -2.20% | 2.05% | 1.43% | 3.01% | 2.36% | 28.05% |
| 2018 | 2.77% | -5.19% | 0.42% | -0.90% | 2.65% | 0.14% | 2.71% | 2.51% | -0.39% | -8.01% | 3.58% | -10.67% | -11.03% |
| 2017 | 1.84% | 2.87% | -0.22% | 0.22% | 1.10% | 1.31% | 0.29% | -1.21% | 3.33% | 1.61% | 3.44% | 0.11% | 15.58% |
| 2016 | -4.74% | 1.88% | 7.28% | 1.46% | 2.54% | -0.83% | 3.75% | 0.56% | 1.12% | -1.97% | 5.07% | 1.39% | 18.35% |
| 2015 | -1.71% | 5.40% | 1.50% | -0.47% | 1.87% | 0.31% | 1.45% | -4.52% | -3.86% | 4.43% | 1.65% | -13.64% | -8.71% |
| 2014 | -2.40% | 4.69% | 0.38% | -1.97% | 1.62% | 4.17% | -3.42% | 4.52% | -3.25% | 3.58% | 2.16% | -13.67% | -5.04% |
| 2013 | 6.23% | 0.63% | 4.80% | -0.08% | 3.61% | -0.80% | 6.07% | -2.21% | 4.73% | 3.64% | 1.75% | -17.56% | 8.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SMDIX is 36, 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 Hartford Schroders US MidCap Opportunities Fund (SMDIX) 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 MidCap Opportunities Fund granted a 1.52% dividend yield in the last twelve months. The annual payout for that period amounted to $0.31 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.31 | $0.54 | $2.92 | $0.06 | $0.15 | $0.32 | $0.22 | $0.22 | $0.00 | $0.00 | $0.01 |
Dividend yield | 1.52% | 1.68% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 0.04% | 0.00% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Schroders US MidCap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.31 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.92 | $2.92 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 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 | $0.00 | $0.00 |
| 2013 | $0.01 | $0.01 |
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 MidCap 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 MidCap Opportunities Fund was 51.51%, occurring on Mar 9, 2009. Recovery took 492 trading sessions.
The current Hartford Schroders US MidCap Opportunities Fund drawdown is 0.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.51% | Nov 1, 2007 | 338 | Mar 9, 2009 | 492 | Feb 17, 2011 | 830 |
| -40.7% | Feb 21, 2020 | 22 | Mar 23, 2020 | 166 | Nov 16, 2020 | 188 |
| -35.68% | Dec 10, 2013 | 547 | Feb 11, 2016 | 484 | Jan 12, 2018 | 1031 |
| -23.52% | May 2, 2011 | 108 | Oct 3, 2011 | 358 | Mar 11, 2013 | 466 |
| -20.87% | Jan 5, 2022 | 113 | Jun 16, 2022 | 413 | Feb 8, 2024 | 526 |
Volatility
Volatility Chart
The current Hartford Schroders US MidCap Opportunities Fund volatility is 3.53%, 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.