HSLYX vs. HBLYX
Compare and contrast key facts about Hartford Small Cap Growth Fund (HSLYX) and The Hartford Balanced Income Fund (HBLYX).
HSLYX is managed by Hartford. It was launched on Feb 19, 2002. HBLYX is managed by Hartford. It was launched on Jul 30, 2006.
Performance
HSLYX vs. HBLYX - Performance Comparison
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HSLYX vs. HBLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | -1.65% | 6.86% | 11.36% | 18.16% | -28.82% | 3.49% | 32.45% | 37.76% | -12.65% | 20.14% |
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
Returns By Period
In the year-to-date period, HSLYX achieves a -1.65% return, which is significantly lower than HBLYX's -0.74% return. Over the past 10 years, HSLYX has outperformed HBLYX with an annualized return of 8.66%, while HBLYX has yielded a comparatively lower 6.68% annualized return.
HSLYX
- 1D
- 4.55%
- 1M
- -7.34%
- YTD
- -1.65%
- 6M
- 1.59%
- 1Y
- 20.51%
- 3Y*
- 9.81%
- 5Y*
- -0.38%
- 10Y*
- 8.66%
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
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HSLYX vs. HBLYX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than HBLYX's 0.64% expense ratio.
Return for Risk
HSLYX vs. HBLYX — Risk / Return Rank
HSLYX
HBLYX
HSLYX vs. HBLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and The Hartford Balanced Income Fund (HBLYX). 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.
| HSLYX | HBLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.92 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.29 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.27 | +0.09 |
Martin ratioReturn relative to average drawdown | 4.95 | 5.01 | -0.07 |
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
| HSLYX | HBLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.92 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.61 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.80 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.80 | -0.46 |
Correlation
The correlation between HSLYX and HBLYX 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
HSLYX vs. HBLYX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 7.53%, more than HBLYX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 7.53% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
Drawdowns
HSLYX vs. HBLYX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, which is greater than HBLYX's maximum drawdown of -31.36%. Use the drawdown chart below to compare losses from any high point for HSLYX and HBLYX.
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Drawdown Indicators
| HSLYX | HBLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -31.36% | -28.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -5.90% | -8.50% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -15.92% | -23.80% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -23.19% | -17.45% |
Current DrawdownCurrent decline from peak | -9.52% | -4.55% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -3.10% | -9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 1.49% | +2.47% |
Volatility
HSLYX vs. HBLYX - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 9.14% compared to The Hartford Balanced Income Fund (HBLYX) at 2.73%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier than HBLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSLYX | HBLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.14% | 2.73% | +6.41% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 4.42% | +11.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.82% | 7.61% | +17.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.69% | 7.96% | +15.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 8.38% | +15.47% |