HILYX vs. HSMYX
Compare and contrast key facts about Hartford International Value Fund (HILYX) and Hartford Small Cap Value Fund (HSMYX).
HILYX is managed by Hartford. It was launched on May 27, 2010. HSMYX is managed by Hartford. It was launched on Dec 31, 2004.
Performance
HILYX vs. HSMYX - Performance Comparison
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HILYX vs. HSMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 3.71% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
HSMYX Hartford Small Cap Value Fund | 1.77% | 2.45% | 11.99% | 17.29% | -12.02% | 31.98% | 4.41% | 28.25% | -10.65% | 10.04% |
Returns By Period
In the year-to-date period, HILYX achieves a 3.71% return, which is significantly higher than HSMYX's 1.77% return. Over the past 10 years, HILYX has outperformed HSMYX with an annualized return of 11.02%, while HSMYX has yielded a comparatively lower 9.43% annualized return.
HILYX
- 1D
- 2.88%
- 1M
- -5.54%
- YTD
- 3.71%
- 6M
- 10.14%
- 1Y
- 33.31%
- 3Y*
- 18.94%
- 5Y*
- 13.10%
- 10Y*
- 11.02%
HSMYX
- 1D
- 1.77%
- 1M
- -4.28%
- YTD
- 1.77%
- 6M
- 3.35%
- 1Y
- 13.07%
- 3Y*
- 10.19%
- 5Y*
- 4.84%
- 10Y*
- 9.43%
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HILYX vs. HSMYX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than HSMYX's 0.85% expense ratio.
Return for Risk
HILYX vs. HSMYX — Risk / Return Rank
HILYX
HSMYX
HILYX vs. HSMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and Hartford Small Cap Value Fund (HSMYX). 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.
| HILYX | HSMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 0.59 | +1.52 |
Sortino ratioReturn per unit of downside risk | 2.72 | 0.98 | +1.74 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.13 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.82 | 0.94 | +1.88 |
Martin ratioReturn relative to average drawdown | 10.85 | 2.82 | +8.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HILYX | HSMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.59 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.23 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.40 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.33 | +0.25 |
Correlation
The correlation between HILYX and HSMYX is 0.71, 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.
Dividends
HILYX vs. HSMYX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 5.59%, less than HSMYX's 6.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 5.59% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
HSMYX Hartford Small Cap Value Fund | 6.57% | 6.68% | 2.91% | 3.35% | 9.64% | 6.82% | 1.27% | 12.08% | 36.32% | 5.07% | 1.16% | 6.70% |
Drawdowns
HILYX vs. HSMYX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, smaller than the maximum HSMYX drawdown of -60.81%. Use the drawdown chart below to compare losses from any high point for HILYX and HSMYX.
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Drawdown Indicators
| HILYX | HSMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.29% | -60.81% | +12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -14.64% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.58% | -27.70% | +2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -48.29% | -46.51% | -1.78% |
Current DrawdownCurrent decline from peak | -7.54% | -7.57% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -9.85% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 4.86% | -1.92% |
Volatility
HILYX vs. HSMYX - Volatility Comparison
Hartford International Value Fund (HILYX) has a higher volatility of 7.20% compared to Hartford Small Cap Value Fund (HSMYX) at 5.36%. This indicates that HILYX's price experiences larger fluctuations and is considered to be riskier than HSMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HILYX | HSMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 5.36% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 13.52% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 23.15% | -7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 21.25% | -6.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 23.72% | -6.65% |