HSLYX vs. HSNIX
HSLYX (Hartford Small Cap Growth Fund) and HSNIX (The Hartford Strategic Income Fund) are both mutual funds - HSLYX is a Small Cap Growth Equities fund managed by Hartford, while HSNIX is a Multisector Bonds fund managed by Hartford. Over the past 10 years, HSLYX returned 10.30%/yr vs 4.24%/yr for HSNIX. At a 0.14 correlation, their price movements are largely independent. HSLYX charges 0.87%/yr vs 0.64%/yr for HSNIX.
Performance
HSLYX vs. HSNIX - Performance Comparison
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Returns By Period
In the year-to-date period, HSLYX achieves a 23.21% return, which is significantly higher than HSNIX's 1.08% return. Over the past 10 years, HSLYX has outperformed HSNIX with an annualized return of 10.30%, while HSNIX has yielded a comparatively lower 4.24% annualized return.
HSLYX
- 1D
- 1.60%
- 1M
- 3.29%
- 6M
- 16.72%
- YTD
- 23.21%
- 1Y
- 37.85%
- 3Y*
- 15.27%
- 5Y*
- 3.91%
- 10Y*
- 10.30%
HSNIX
- 1D
- 0.13%
- 1M
- 0.01%
- 6M
- 0.58%
- YTD
- 1.08%
- 1Y
- 6.22%
- 3Y*
- 7.36%
- 5Y*
- 1.99%
- 10Y*
- 4.24%
HSLYX vs. HSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 23.21% | 6.86% | 11.36% | 18.16% | -28.82% | 3.49% | 32.45% | 37.76% | -12.65% | 20.14% |
HSNIX The Hartford Strategic Income Fund | 1.08% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
Correlation
The correlation between HSLYX and HSNIX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since May 31, 2007 | 0.14 |
Over the past year, HSLYX and HSNIX have become more correlated (0.44) than their long-term average of 0.14, meaning their price movements have been converging.
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Return for Risk
HSLYX vs. HSNIX — Risk / Return Rank
HSLYX
HSNIX
HSLYX vs. HSNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and The Hartford Strategic Income Fund (HSNIX). 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 | HSNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.78 | +0.91 |
| Martin ratioReturn relative to average drawdown | 10.38 | 7.37 | +3.01 |
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Drawdowns
HSLYX vs. HSNIX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, which is greater than HSNIX's maximum drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for HSLYX and HSNIX.
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Drawdown Indicators
| HSLYX | HSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -23.39% | -36.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -3.35% | -10.03% |
Max Drawdown (3Y)Largest decline over 3 years | -31.16% | -5.13% | -26.03% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -19.44% | -20.28% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -19.44% | -21.20% |
Current DrawdownCurrent decline from peak | -1.19% | -0.38% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -12.60% | -3.11% | -9.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 0.81% | +2.66% |
Volatility
HSLYX vs. HSNIX - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 6.51% compared to The Hartford Strategic Income Fund (HSNIX) at 0.94%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier than HSNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSLYX | HSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 0.94% | +5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.82% | 2.74% | +14.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 3.39% | +18.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.96% | 4.74% | +19.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.94% | 4.58% | +19.36% |
HSLYX vs. HSNIX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than HSNIX's 0.64% expense ratio.
Dividends
HSLYX vs. HSNIX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 6.01%, less than HSNIX's 6.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 6.01% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
HSNIX The Hartford Strategic Income Fund | 6.26% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
Frequently Asked Questions
HSLYX and HSNIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSLYX has higher volatility (6.51%) compared to HSNIX (0.94%). In terms of maximum drawdown, HSLYX dropped -59.62% vs HSNIX's -23.39%.
HSNIX currently has the higher Sharpe Ratio (1.77 vs 1.65), 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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