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HSLYX vs. RFIMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HSLYX vs. RFIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Small Cap Growth Fund (HSLYX) and Ranger Micro Cap Fund (RFIMX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HSLYX achieves a 16.62% return, which is significantly higher than RFIMX's 14.36% 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%

RFIMX

1D
2.08%
1M
-5.96%
6M
8.57%
YTD
14.36%
1Y
23.98%
3Y*
4.86%
5Y*
2.09%
10Y*
ALL TIME*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. 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. RFIMX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
HSLYX
Hartford Small Cap Growth Fund
16.62%6.86%11.36%18.16%-28.82%3.49%32.45%37.76%-1.19%
RFIMX
Ranger Micro Cap Fund
14.36%1.99%11.52%9.14%-24.26%30.58%44.44%24.94%-0.56%

Correlation

The correlation between HSLYX and RFIMX is 0.84, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.84

Correlation (3Y)
Balances recent behavior with more history.

0.86

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.89

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2018

0.88

The correlation between HSLYX and RFIMX has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.

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Return for Risk

HSLYX vs. RFIMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HSLYX
HSLYX Risk / Return Rank: 4545
Overall Rank
HSLYX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
HSLYX Sortino Ratio Rank: 4141
Sortino Ratio Rank
HSLYX Omega Ratio Rank: 3636
Omega Ratio Rank
HSLYX Calmar Ratio Rank: 5656
Calmar Ratio Rank
HSLYX Martin Ratio Rank: 5353
Martin Ratio Rank

RFIMX
RFIMX Risk / Return Rank: 3838
Overall Rank
RFIMX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
RFIMX Sortino Ratio Rank: 3636
Sortino Ratio Rank
RFIMX Omega Ratio Rank: 3030
Omega Ratio Rank
RFIMX Calmar Ratio Rank: 5353
Calmar Ratio Rank
RFIMX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HSLYX vs. RFIMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and Ranger Micro Cap Fund (RFIMX). 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.


HSLYXRFIMXDifference
Sharpe ratioReturn per unit of total volatility

+0.16

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.21

1.19

+0.03

Calmar ratioReturn relative to maximum drawdown

2.04

1.92

+0.13

Martin ratioReturn relative to average drawdown

7.43

5.81

+1.62

HSLYX vs. RFIMX - Sharpe Ratio Comparison

The current HSLYX Sharpe Ratio is 1.23, which is comparable to the RFIMX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of HSLYX and RFIMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HSLYX vs. RFIMX - Drawdown Comparison

The maximum HSLYX drawdown since its inception was -59.62%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for HSLYX and RFIMX.


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Drawdown Indicators


HSLYXRFIMXDifference

Max Drawdown

Largest peak-to-trough decline

-59.62%

-99.41%

+39.79%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-11.07%

-2.31%

Max Drawdown (3Y)

Largest decline over 3 years

-31.16%

-99.41%

+68.25%

Max Drawdown (5Y)

Largest decline over 5 years

-39.72%

-99.41%

+59.69%

Max Drawdown (10Y)

Largest decline over 10 years

-40.64%

Current Drawdown

Current decline from peak

-6.48%

-99.14%

+92.66%

Average Drawdown

Average peak-to-trough decline

-12.59%

-30.73%

+18.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.69%

3.65%

+0.04%

Volatility

HSLYX vs. RFIMX - Volatility Comparison

Hartford Small Cap Growth Fund (HSLYX) and Ranger Micro Cap Fund (RFIMX) have volatilities of 6.30% and 6.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HSLYXRFIMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

6.46%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

17.55%

15.11%

+2.44%

Volatility (1Y)

Calculated over the trailing 1-year period

22.32%

20.00%

+2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.00%

5,378.53%

-5,354.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.00%

4,358.64%

-4,334.64%

HSLYX vs. RFIMX - Expense Ratio Comparison

HSLYX has a 0.87% expense ratio, which is lower than RFIMX's 1.51% expense ratio.


Dividends

HSLYX vs. RFIMX - Dividend Comparison

HSLYX's dividend yield for the trailing twelve months is around 6.35%, more than RFIMX's 1.16% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
RFIMX
Ranger Micro Cap Fund
1.16%1.33%0.00%0.77%47.82%71.79%0.00%0.00%0.36%0.00%0.00%0.00%

Frequently Asked Questions


HSLYX and RFIMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RFIMX has higher volatility (6.46%) compared to HSLYX (6.30%). In terms of maximum drawdown, HSLYX dropped -59.62% vs RFIMX's -99.41%.

HSLYX currently has the higher Sharpe Ratio (1.23 vs 1.06), 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.

Portfolio Optimizer

Find the right allocation for HSLYX and RFIMX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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