HSLYX vs. JEPI

In the year-to-date period, HSLYX achieves a -9.85% return, which is significantly lower than JEPI's 0.17% return.

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HSLYX has a 0.87% expense ratio, which is higher than JEPI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and JPMorgan Equity Premium Income ETF (JEPI). 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.

The current HSLYX Sharpe Ratio is -0.10, which is lower than the JEPI Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of HSLYX and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HSLYX's dividend yield for the trailing twelve months is around 14.87%, more than JEPI's 8.01% yield.

The maximum HSLYX drawdown since its inception was -59.62%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for HSLYX and JEPI.

Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 6.43% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.