HSLYX vs. VISGX
Compare and contrast key facts about Hartford Small Cap Growth Fund (HSLYX) and Vanguard Small Cap Growth Index Fund (VISGX).
HSLYX is managed by Hartford. It was launched on Feb 19, 2002. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
HSLYX vs. VISGX - Performance Comparison
Loading graphics...
HSLYX vs. VISGX - 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% |
VISGX Vanguard Small Cap Growth Index Fund | 0.23% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Returns By Period
In the year-to-date period, HSLYX achieves a -1.65% return, which is significantly lower than VISGX's 0.23% return. Over the past 10 years, HSLYX has underperformed VISGX with an annualized return of 8.66%, while VISGX has yielded a comparatively higher 10.31% 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%
VISGX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.23%
- 6M
- 1.43%
- 1Y
- 20.03%
- 3Y*
- 12.25%
- 5Y*
- 2.02%
- 10Y*
- 10.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HSLYX vs. VISGX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
HSLYX vs. VISGX — Risk / Return Rank
HSLYX
VISGX
HSLYX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and Vanguard Small Cap Growth Index Fund (VISGX). 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 | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.84 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.33 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.38 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.95 | 5.51 | -0.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HSLYX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.84 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.09 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.45 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Correlation
The correlation between HSLYX and VISGX is 0.98, 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. VISGX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 7.53%, more than VISGX's 0.40% 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% |
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
HSLYX vs. VISGX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, roughly equal to the maximum VISGX drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for HSLYX and VISGX.
Loading graphics...
Drawdown Indicators
| HSLYX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -58.74% | -0.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -14.49% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -38.41% | -1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -38.70% | -1.94% |
Current DrawdownCurrent decline from peak | -9.52% | -7.54% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -11.67% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.63% | +0.33% |
Volatility
HSLYX vs. VISGX - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) and Vanguard Small Cap Growth Index Fund (VISGX) have volatilities of 9.14% and 8.86%, 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.
Loading graphics...
Volatility by Period
| HSLYX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.14% | 8.86% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 15.70% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.82% | 24.53% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.69% | 23.56% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 22.92% | +0.93% |