HISCX vs. KSCOX
Compare and contrast key facts about Hartford Small Cap Growth HLS Fund (HISCX) and Kinetics Small Cap Opportunities Fund (KSCOX).
HISCX is managed by Hartford. It was launched on May 2, 1994. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Performance
HISCX vs. KSCOX - Performance Comparison
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HISCX vs. KSCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | -5.78% | 6.50% | 13.13% | 18.42% | -29.00% | 4.25% | 33.20% | 35.53% | -11.71% | 20.07% |
KSCOX Kinetics Small Cap Opportunities Fund | 29.72% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
Returns By Period
In the year-to-date period, HISCX achieves a -5.78% return, which is significantly lower than KSCOX's 29.72% return. Over the past 10 years, HISCX has underperformed KSCOX with an annualized return of 8.39%, while KSCOX has yielded a comparatively higher 21.17% annualized return.
HISCX
- 1D
- -2.03%
- 1M
- -10.61%
- YTD
- -5.78%
- 6M
- -2.85%
- 1Y
- 15.12%
- 3Y*
- 8.77%
- 5Y*
- -0.47%
- 10Y*
- 8.39%
KSCOX
- 1D
- -5.64%
- 1M
- -8.65%
- YTD
- 29.72%
- 6M
- 22.71%
- 1Y
- 8.12%
- 3Y*
- 25.79%
- 5Y*
- 16.02%
- 10Y*
- 21.17%
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HISCX vs. KSCOX - Expense Ratio Comparison
HISCX has a 0.64% expense ratio, which is lower than KSCOX's 1.64% expense ratio.
Return for Risk
HISCX vs. KSCOX — Risk / Return Rank
HISCX
KSCOX
HISCX vs. KSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and Kinetics Small Cap Opportunities Fund (KSCOX). 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.
| HISCX | KSCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.31 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.63 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.28 | +0.54 |
Martin ratioReturn relative to average drawdown | 3.03 | 0.46 | +2.57 |
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
| HISCX | KSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.31 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.58 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.82 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.61 | -0.33 |
Correlation
The correlation between HISCX and KSCOX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HISCX vs. KSCOX - Dividend Comparison
HISCX's dividend yield for the trailing twelve months is around 25.66%, more than KSCOX's 0.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | 25.66% | 24.18% | 0.29% | 0.00% | 22.03% | 8.72% | 2.93% | 19.12% | 7.80% | 0.04% | 4.39% |
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HISCX vs. KSCOX - Drawdown Comparison
The maximum HISCX drawdown since its inception was -82.02%, which is greater than KSCOX's maximum drawdown of -70.09%. Use the drawdown chart below to compare losses from any high point for HISCX and KSCOX.
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Drawdown Indicators
| HISCX | KSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -70.09% | -11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -24.29% | +9.93% |
Max Drawdown (5Y)Largest decline over 5 years | -39.40% | -33.10% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -47.09% | +6.84% |
Current DrawdownCurrent decline from peak | -13.26% | -11.01% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -32.42% | -14.89% | -17.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 14.84% | -10.93% |
Volatility
HISCX vs. KSCOX - Volatility Comparison
Hartford Small Cap Growth HLS Fund (HISCX) and Kinetics Small Cap Opportunities Fund (KSCOX) have volatilities of 7.70% and 7.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HISCX | KSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 7.94% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.48% | 19.48% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 28.88% | -4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 27.74% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.74% | 25.84% | -2.10% |