HSLYX vs. NESIX
Compare and contrast key facts about Hartford Small Cap Growth Fund (HSLYX) and Needham Small Cap Growth Fund Institutional (NESIX).
HSLYX is managed by Hartford. It was launched on Feb 19, 2002. NESIX is managed by Needham. It was launched on Dec 30, 2016.
Performance
HSLYX vs. NESIX - Performance Comparison
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HSLYX vs. NESIX - 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% | 19.32% |
NESIX Needham Small Cap Growth Fund Institutional | 15.52% | 11.16% | 13.47% | 5.85% | -29.71% | 11.36% | 73.06% | 55.28% | -4.87% | 12.63% |
Returns By Period
In the year-to-date period, HSLYX achieves a -1.65% return, which is significantly lower than NESIX's 15.52% 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%
NESIX
- 1D
- 5.37%
- 1M
- -3.69%
- YTD
- 15.52%
- 6M
- 15.78%
- 1Y
- 56.14%
- 3Y*
- 13.44%
- 5Y*
- 1.70%
- 10Y*
- —
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HSLYX vs. NESIX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is lower than NESIX's 1.18% expense ratio.
Return for Risk
HSLYX vs. NESIX — Risk / Return Rank
HSLYX
NESIX
HSLYX vs. NESIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and Needham Small Cap Growth Fund Institutional (NESIX). 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 | NESIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.61 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.20 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 3.17 | -1.80 |
Martin ratioReturn relative to average drawdown | 4.95 | 10.66 | -5.71 |
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 | NESIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.61 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.06 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.55 | -0.21 |
Correlation
The correlation between HSLYX and NESIX is 0.85, 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. NESIX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 7.53%, while NESIX has not paid dividends to shareholders.
| 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% |
NESIX Needham Small Cap Growth Fund Institutional | 0.00% | 0.00% | 0.00% | 0.00% | 3.93% | 23.92% | 13.26% | 8.25% | 21.96% | 8.89% | 0.00% | 0.00% |
Drawdowns
HSLYX vs. NESIX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, which is greater than NESIX's maximum drawdown of -49.61%. Use the drawdown chart below to compare losses from any high point for HSLYX and NESIX.
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Drawdown Indicators
| HSLYX | NESIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -49.61% | -10.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -17.25% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -49.61% | +9.89% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | — | — |
Current DrawdownCurrent decline from peak | -9.52% | -4.27% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -15.26% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 5.13% | -1.17% |
Volatility
HSLYX vs. NESIX - Volatility Comparison
The current volatility for Hartford Small Cap Growth Fund (HSLYX) is 9.14%, while Needham Small Cap Growth Fund Institutional (NESIX) has a volatility of 12.19%. This indicates that HSLYX experiences smaller price fluctuations and is considered to be less risky than NESIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSLYX | NESIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.14% | 12.19% | -3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 23.47% | -7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.82% | 35.37% | -10.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.69% | 29.15% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 26.35% | -2.50% |