HSLYX vs. FGROX
HSLYX (Hartford Small Cap Growth Fund) and FGROX (Emerald Growth Fund Institutional Class) are both Small Cap Growth Equities funds. Over the past 10 years, HSLYX returned 9.40%/yr vs 14.95%/yr for FGROX. Their 0.96 correlation means they have historically moved very closely together. HSLYX charges 0.87%/yr vs 0.78%/yr for FGROX.
Performance
HSLYX vs. FGROX - Performance Comparison
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Returns By Period
In the year-to-date period, HSLYX achieves a 16.62% return, which is significantly lower than FGROX's 23.86% return. Over the past 10 years, HSLYX has underperformed FGROX with an annualized return of 9.40%, while FGROX has yielded a comparatively higher 14.95% annualized return.
HSLYX
- 1D
- 2.88%
- 1M
- -4.45%
- 6M
- 11.88%
- YTD
- 16.62%
- 1Y
- 31.41%
- 3Y*
- 12.06%
- 5Y*
- 2.76%
- 10Y*
- 9.40%
- ALL TIME*
- 8.81%
FGROX
- 1D
- 3.24%
- 1M
- -7.22%
- 6M
- 17.28%
- YTD
- 23.86%
- 1Y
- 52.15%
- 3Y*
- 25.21%
- 5Y*
- 11.88%
- 10Y*
- 14.95%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HSLYX vs. FGROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 16.62% | 6.86% | 11.36% | 18.16% | -28.82% | 3.49% | 32.45% | 37.76% | -12.65% | 20.14% |
FGROX Emerald Growth Fund Institutional Class | 23.86% | 31.85% | 20.04% | 19.04% | -24.42% | 3.91% | 38.92% | 28.71% | -11.85% | 28.11% |
Correlation
The correlation between HSLYX and FGROX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2008 | 0.96 |
The correlation between HSLYX and FGROX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
HSLYX vs. FGROX — Risk / Return Rank
HSLYX
FGROX
HSLYX vs. FGROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and Emerald Growth Fund Institutional Class (FGROX). 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.
| HSLYX | FGROX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 3.48 | -1.44 |
| Martin ratioReturn relative to average drawdown | 7.43 | 12.27 | -4.84 |
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Drawdowns
HSLYX vs. FGROX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, which is greater than FGROX's maximum drawdown of -41.48%. Use the drawdown chart below to compare losses from any high point for HSLYX and FGROX.
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Drawdown Indicators
| HSLYX | FGROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -41.48% | -18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -14.36% | +0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -31.16% | -28.61% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -38.52% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -41.48% | +0.84% |
Current DrawdownCurrent decline from peak | -6.48% | -10.43% | +3.95% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -10.20% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.06% | -0.37% |
Volatility
HSLYX vs. FGROX - Volatility Comparison
The current volatility for Hartford Small Cap Growth Fund (HSLYX) is 6.30%, while Emerald Growth Fund Institutional Class (FGROX) has a volatility of 8.24%. This indicates that HSLYX experiences smaller price fluctuations and is considered to be less risky than FGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSLYX | FGROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 8.24% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.55% | 21.61% | -4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 27.66% | -5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 26.02% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.00% | 25.36% | -1.36% |
HSLYX vs. FGROX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than FGROX's 0.78% expense ratio.
Dividends
HSLYX vs. FGROX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 6.35%, less than FGROX's 9.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGROX Emerald Growth Fund Institutional Class | 9.20% | 11.39% | 13.92% | 5.91% | 8.13% | 17.87% | 8.04% | 1.38% | 11.36% | 0.00% | 0.00% | 0.00% |
HSLYX Hartford Small Cap Growth Fund | 6.35% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
Frequently Asked Questions
With a correlation of 0.95, HSLYX and FGROX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FGROX has higher volatility (8.24%) compared to HSLYX (6.30%). In terms of maximum drawdown, HSLYX dropped -59.62% vs FGROX's -41.48%.
FGROX currently has the higher Sharpe Ratio (1.81 vs 1.23), 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.
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