FTSIX vs. SMDIX

Last updated Aug 4, 2026

FTSIX (Fuller & Thaler Behavioral Small-Mid Core Equity Fund) and SMDIX (Hartford Schroders US MidCap Opportunities Fund) are both Mid Cap Blend Equities funds. Over the past 5 years, FTSIX returned 7.31%/yr vs 8.99%/yr for SMDIX. Their correlation of 0.92 means they have usually moved in the same direction. FTSIX charges 2.69%/yr vs 0.89%/yr for SMDIX.

Performance

FTSIX vs. SMDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FTSIX achieves a 18.91% return, which is significantly higher than SMDIX's 17.19% return.

FTSIX

• 1D: -0.38%
• 1M: 0.15%
• 6M: 11.58%
• YTD: 18.91%
• 1Y: 29.14%
• 3Y*: 13.20%
• 5Y*: 7.31%
• 10Y*: —
• ALL TIME*: 13.46%

SMDIX

• 1D: 0.68%
• 1M: -0.76%
• 6M: 12.12%
• YTD: 17.19%
• 1Y: 27.83%
• 3Y*: 14.64%
• 5Y*: 8.99%
• 10Y*: 10.86%
• ALL TIME*: 9.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund	$0.00	$0.00	$0.00
SMDIX Hartford Schroders US MidCap Opportunities Fund	$0.00	$0.00	$0.00

FTSIX vs. SMDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund	18.91%	6.04%	11.86%	18.52%	-17.63%	25.29%	19.19%	26.72%	0.00%
SMDIX Hartford Schroders US MidCap Opportunities Fund	17.19%	7.45%	15.41%	12.69%	-12.44%	26.06%	9.17%	28.05%	0.86%

Correlation

The correlation between FTSIX and SMDIX is 0.87, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.87
Correlation (3Y) Balances recent behavior with more history.	0.89
Correlation (5Y) Shows whether the relationship held over a longer period.	0.91
Correlation (All Time) Calculated using the full available price history since Dec 31, 2018	0.92

The correlation between FTSIX and SMDIX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.

Return for Risk

FTSIX vs. SMDIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FTSIX

FTSIX Risk / Return Rank: 80
FTSIX Sharpe Ratio Rank: 74
FTSIX Sortino Ratio Rank: 76
FTSIX Omega Ratio Rank: 68
FTSIX Calmar Ratio Rank: 94
FTSIX Martin Ratio Rank: 88

SMDIX

SMDIX Risk / Return Rank: 81
SMDIX Sharpe Ratio Rank: 78
SMDIX Sortino Ratio Rank: 75
SMDIX Omega Ratio Rank: 70
SMDIX Calmar Ratio Rank: 89
SMDIX Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FTSIX vs. SMDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). 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.

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.

	FTSIX	SMDIX	Difference
Sharpe ratio: Return per unit of total volatility	1.79	1.88	-0.09
Sortino ratio: Return per unit of downside risk	2.65	2.65	0.00
Omega ratio: Gain probability vs. loss probability	1.32	1.33	-0.01
Calmar ratio: Return relative to maximum drawdown	4.10	3.45	+0.65
Martin ratio: Return relative to average drawdown	11.96	14.11	-2.15

FTSIX vs. SMDIX - Sharpe Ratio Comparison

The current FTSIX Sharpe Ratio is 1.79, which is comparable to the SMDIX Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of FTSIX and SMDIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FTSIX vs. SMDIX - Drawdown Comparison

The maximum FTSIX drawdown since its inception was -42.12%, smaller than the maximum SMDIX drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for FTSIX and SMDIX.

Drawdown Indicators

	FTSIX	SMDIX	Difference
Max Drawdown Largest peak-to-trough decline	-42.12%	-48.26%	+6.14%
Max Drawdown (1Y) Largest decline over 1 year	-6.80%	-7.40%	+0.60%
Max Drawdown (3Y) Largest decline over 3 years	-23.30%	-20.25%	-3.05%
Max Drawdown (5Y) Largest decline over 5 years	-27.57%	-20.87%	-6.70%
Max Drawdown (10Y) Largest decline over 10 years	—	-40.70%	—
Current Drawdown Current decline from peak	-1.36%	-1.07%	-0.29%
Average Drawdown Average peak-to-trough decline	-7.51%	-6.42%	-1.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.33%	1.82%	+0.51%

Volatility

FTSIX vs. SMDIX - Volatility Comparison

Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a higher volatility of 3.62% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 2.39%. This indicates that FTSIX's price experiences larger fluctuations and is considered to be riskier than SMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FTSIX	SMDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.62%	2.39%	+1.23%
Volatility (6M) Calculated over the trailing 6-month period	11.27%	9.50%	+1.77%
Volatility (1Y) Calculated over the trailing 1-year period	15.56%	13.56%	+2.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.02%	16.16%	+2.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.17%	17.88%	+5.29%

FTSIX vs. SMDIX - Expense Ratio Comparison

FTSIX has a 2.69% expense ratio, which is higher than SMDIX's 0.89% expense ratio.

Dividends

FTSIX vs. SMDIX - Dividend Comparison

FTSIX's dividend yield for the trailing twelve months is around 0.54%, less than SMDIX's 8.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund	0.54%	0.64%	0.84%	0.85%	0.95%	5.50%	0.35%	2.16%	0.00%	0.00%	0.00%	0.00%
SMDIX Hartford Schroders US MidCap Opportunities Fund	8.41%	9.86%	8.53%	1.69%	3.28%	15.04%	0.32%	0.91%	2.45%	1.51%	1.72%	11.55%

Frequently Asked Questions

Can I hold both FTSIX and SMDIX in my portfolio?

FTSIX and SMDIX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FTSIX or SMDIX?

FTSIX has higher volatility (3.62%) compared to SMDIX (2.39%). In terms of maximum drawdown, FTSIX dropped -42.12% vs SMDIX's -48.26%.

Which has better risk-adjusted returns?

SMDIX currently has the higher Sharpe Ratio (1.88 vs 1.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.