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FSCCX vs. HISCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSCCX and HISCX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

FSCCX vs. HISCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Small Cap Value Fund (FSCCX) and Hartford Small Cap Growth HLS Fund (HISCX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
8.76%
3.60%
FSCCX
HISCX

Key characteristics

Sharpe Ratio

FSCCX:

1.19

HISCX:

0.60

Sortino Ratio

FSCCX:

1.85

HISCX:

0.96

Omega Ratio

FSCCX:

1.23

HISCX:

1.11

Calmar Ratio

FSCCX:

2.09

HISCX:

0.28

Martin Ratio

FSCCX:

5.33

HISCX:

2.67

Ulcer Index

FSCCX:

4.16%

HISCX:

4.36%

Daily Std Dev

FSCCX:

18.54%

HISCX:

19.35%

Max Drawdown

FSCCX:

-71.95%

HISCX:

-62.56%

Current Drawdown

FSCCX:

-5.10%

HISCX:

-30.45%

Returns By Period

In the year-to-date period, FSCCX achieves a 3.52% return, which is significantly higher than HISCX's 1.79% return. Over the past 10 years, FSCCX has outperformed HISCX with an annualized return of 6.42%, while HISCX has yielded a comparatively lower 0.16% annualized return.


FSCCX

YTD

3.52%

1M

0.36%

6M

9.74%

1Y

20.32%

5Y*

9.03%

10Y*

6.42%

HISCX

YTD

1.79%

1M

-0.87%

6M

5.44%

1Y

10.93%

5Y*

-0.86%

10Y*

0.16%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSCCX vs. HISCX - Expense Ratio Comparison

FSCCX has a 0.95% expense ratio, which is higher than HISCX's 0.64% expense ratio.


FSCCX
Nuveen Small Cap Value Fund
Expense ratio chart for FSCCX: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%
Expense ratio chart for HISCX: current value at 0.64% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.64%

Risk-Adjusted Performance

FSCCX vs. HISCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSCCX
The Risk-Adjusted Performance Rank of FSCCX is 6464
Overall Rank
The Sharpe Ratio Rank of FSCCX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of FSCCX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FSCCX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FSCCX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FSCCX is 6363
Martin Ratio Rank

HISCX
The Risk-Adjusted Performance Rank of HISCX is 2424
Overall Rank
The Sharpe Ratio Rank of HISCX is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of HISCX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of HISCX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of HISCX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of HISCX is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSCCX vs. HISCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) and Hartford Small Cap Growth HLS Fund (HISCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for FSCCX, currently valued at 1.19, compared to the broader market-1.000.001.002.003.004.001.190.60
The chart of Sortino ratio for FSCCX, currently valued at 1.85, compared to the broader market0.002.004.006.008.0010.0012.001.850.96
The chart of Omega ratio for FSCCX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.11
The chart of Calmar ratio for FSCCX, currently valued at 2.09, compared to the broader market0.005.0010.0015.0020.002.090.28
The chart of Martin ratio for FSCCX, currently valued at 5.33, compared to the broader market0.0020.0040.0060.0080.005.332.67
FSCCX
HISCX

The current FSCCX Sharpe Ratio is 1.19, which is higher than the HISCX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of FSCCX and HISCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.19
0.60
FSCCX
HISCX

Dividends

FSCCX vs. HISCX - Dividend Comparison

FSCCX's dividend yield for the trailing twelve months is around 1.47%, more than HISCX's 0.28% yield.


TTM20242023202220212020201920182017201620152014
FSCCX
Nuveen Small Cap Value Fund
1.47%1.53%1.02%1.24%0.52%0.54%1.15%1.00%0.65%0.60%0.30%0.62%
HISCX
Hartford Small Cap Growth HLS Fund
0.28%0.29%0.00%0.00%0.00%0.00%0.00%0.00%0.04%0.14%0.09%22.13%

Drawdowns

FSCCX vs. HISCX - Drawdown Comparison

The maximum FSCCX drawdown since its inception was -71.95%, which is greater than HISCX's maximum drawdown of -62.56%. Use the drawdown chart below to compare losses from any high point for FSCCX and HISCX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.10%
-30.45%
FSCCX
HISCX

Volatility

FSCCX vs. HISCX - Volatility Comparison

The current volatility for Nuveen Small Cap Value Fund (FSCCX) is 3.65%, while Hartford Small Cap Growth HLS Fund (HISCX) has a volatility of 5.00%. This indicates that FSCCX experiences smaller price fluctuations and is considered to be less risky than HISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
3.65%
5.00%
FSCCX
HISCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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