HISCX vs. NBGIX

Last updated Jun 24, 2026

HISCX (Hartford Small Cap Growth HLS Fund) and NBGIX (Neuberger Berman Genesis Fund Institutional Class) are both Small Cap Growth Equities funds. Over the past 10 years, HISCX returned 11.35%/yr vs 9.78%/yr for NBGIX. Their correlation of 0.89 suggests significant overlap in exposure. HISCX charges 0.64%/yr vs 0.84%/yr for NBGIX.

Performance

HISCX vs. NBGIX - Performance Comparison

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

Returns By Period

In the year-to-date period, HISCX achieves a 24.65% return, which is significantly higher than NBGIX's 9.83% return. Over the past 10 years, HISCX has outperformed NBGIX with an annualized return of 11.35%, while NBGIX has yielded a comparatively lower 9.78% annualized return.

HISCX

• 1D: 1.26%
• 1M: 6.02%
• YTD: 24.65%
• 6M: 22.02%
• 1Y: 42.54%
• 3Y*: 17.75%
• 5Y*: 4.74%
• 10Y*: 11.35%

NBGIX

• 1D: -0.07%
• 1M: 3.94%
• YTD: 9.83%
• 6M: 7.53%
• 1Y: 10.42%
• 3Y*: 7.27%
• 5Y*: 3.41%
• 10Y*: 9.78%

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

HISCX vs. NBGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HISCX Hartford Small Cap Growth HLS Fund	24.65%	6.50%	13.13%	18.42%	-29.00%	4.25%	33.20%	35.53%	-11.71%	20.07%
NBGIX Neuberger Berman Genesis Fund Institutional Class	9.83%	-4.55%	9.20%	15.73%	-19.35%	18.25%	25.07%	29.68%	-6.76%	16.02%

Correlation

The correlation between HISCX and NBGIX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Jun 30, 1999	0.89

The correlation between HISCX and NBGIX shifts across timeframes, from 0.81 (1 year) to 0.91 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

HISCX vs. NBGIX — Risk / Return Rank

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

HISCX

HISCX Risk / Return Rank: 60
HISCX Sharpe Ratio Rank: 55
HISCX Sortino Ratio Rank: 50
HISCX Omega Ratio Rank: 45
HISCX Calmar Ratio Rank: 77
HISCX Martin Ratio Rank: 72

NBGIX

NBGIX Risk / Return Rank: 11
NBGIX Sharpe Ratio Rank: 10
NBGIX Sortino Ratio Rank: 11
NBGIX Omega Ratio Rank: 9
NBGIX Calmar Ratio Rank: 13
NBGIX Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HISCX vs. NBGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.

	HISCX	NBGIX	Difference
Sharpe ratio: Return per unit of total volatility	2.02	0.74	+1.28
Sortino ratio: Return per unit of downside risk	2.75	1.23	+1.52
Omega ratio: Gain probability vs. loss probability	1.34	1.14	+0.20
Calmar ratio: Return relative to maximum drawdown	3.32	1.13	+2.19
Martin ratio: Return relative to average drawdown	12.76	3.00	+9.76

HISCX vs. NBGIX - Sharpe Ratio Comparison

The current HISCX Sharpe Ratio is 2.02, which is higher than the NBGIX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of HISCX and NBGIX, 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

HISCX vs. NBGIX - Drawdown Comparison

The maximum HISCX drawdown since its inception was -82.02%, which is greater than NBGIX's maximum drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for HISCX and NBGIX.

Drawdown Indicators

	HISCX	NBGIX	Difference
Max Drawdown Largest peak-to-trough decline	-82.02%	-51.62%	-30.40%
Max Drawdown (1Y) Largest decline over 1 year	-13.26%	-10.75%	-2.51%
Max Drawdown (3Y) Largest decline over 3 years	-30.31%	-27.48%	-2.83%
Max Drawdown (5Y) Largest decline over 5 years	-39.40%	-28.27%	-11.13%
Max Drawdown (10Y) Largest decline over 10 years	-40.25%	-34.53%	-5.72%
Current Drawdown Current decline from peak	0.00%	-6.31%	+6.31%
Average Drawdown Average peak-to-trough decline	-32.20%	-7.47%	-24.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.44%	4.02%	-0.58%

Volatility

HISCX vs. NBGIX - Volatility Comparison

Hartford Small Cap Growth HLS Fund (HISCX) has a higher volatility of 7.76% compared to Neuberger Berman Genesis Fund Institutional Class (NBGIX) at 4.44%. This indicates that HISCX's price experiences larger fluctuations and is considered to be riskier than NBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HISCX	NBGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.76%	4.44%	+3.32%
Volatility (6M) Calculated over the trailing 6-month period	16.72%	11.57%	+5.15%
Volatility (1Y) Calculated over the trailing 1-year period	21.77%	16.32%	+5.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.91%	19.70%	+4.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.95%	20.25%	+3.70%

HISCX vs. NBGIX - Expense Ratio Comparison

HISCX has a 0.64% expense ratio, which is lower than NBGIX's 0.84% expense ratio.

Dividends

HISCX vs. NBGIX - Dividend Comparison

HISCX's dividend yield for the trailing twelve months is around 19.40%, more than NBGIX's 14.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HISCX Hartford Small Cap Growth HLS Fund	19.40%	24.18%	0.29%	0.00%	22.03%	8.72%	2.93%	19.12%	7.80%	0.04%	4.39%	0.00%
NBGIX Neuberger Berman Genesis Fund Institutional Class	14.94%	16.41%	2.14%	3.13%	11.11%	10.91%	3.87%	6.00%	12.49%	14.10%	6.53%	11.28%

Frequently Asked Questions

Can I hold both HISCX and NBGIX in my portfolio?

HISCX and NBGIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HISCX or NBGIX?

HISCX has higher volatility (7.76%) compared to NBGIX (4.44%). In terms of maximum drawdown, HISCX dropped -82.02% vs NBGIX's -51.62%.

Which has better risk-adjusted returns?

HISCX currently has the higher Sharpe Ratio (2.02 vs 0.74), 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.