HSLYX vs. VRTGX

Last updated Aug 1, 2026

HSLYX (Hartford Small Cap Growth Fund) and VRTGX (Vanguard Russell 2000 Growth Index Fund Institutional Shares) are both Small Cap Growth Equities funds. Over the past 10 years, HSLYX returned 9.40%/yr vs 10.75%/yr for VRTGX. Their 0.99 correlation means they have historically moved very closely together. HSLYX charges 0.87%/yr vs 0.08%/yr for VRTGX.

Performance

HSLYX vs. VRTGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Small Cap Growth Fund (HSLYX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with HSLYX having a 16.62% return and VRTGX slightly lower at 15.88%. Over the past 10 years, HSLYX has underperformed VRTGX with an annualized return of 9.40%, while VRTGX has yielded a comparatively higher 10.75% annualized 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%

VRTGX

• 1D: 2.66%
• 1M: -3.48%
• 6M: 11.45%
• YTD: 15.88%
• 1Y: 32.01%
• 3Y*: 14.65%
• 5Y*: 5.27%
• 10Y*: 10.75%
• ALL TIME*: 11.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
HSLYX Hartford Small Cap Growth Fund	$0.00	$0.00	$0.00
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares	$0.00	$0.00	$0.00

HSLYX vs. VRTGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HSLYX Hartford Small Cap Growth Fund	16.62%	6.86%	11.36%	18.16%	-28.82%	3.49%	32.45%	37.76%	-12.65%	20.14%
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares	15.88%	12.97%	15.26%	18.80%	-26.30%	2.82%	34.81%	28.84%	-9.21%	22.27%

Correlation

The correlation between HSLYX and VRTGX is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.98
Correlation (3Y) Balances recent behavior with more history.	0.98
Correlation (5Y) Shows whether the relationship held over a longer period.	0.98
Correlation (10Y) Provides a long-term view across more market conditions.	0.98
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010	0.99

The correlation between HSLYX and VRTGX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

Return for Risk

HSLYX vs. VRTGX — Risk / Return Rank

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

HSLYX

HSLYX Risk / Return Rank: 45
HSLYX Sharpe Ratio Rank: 40
HSLYX Sortino Ratio Rank: 41
HSLYX Omega Ratio Rank: 36
HSLYX Calmar Ratio Rank: 56
HSLYX Martin Ratio Rank: 53

VRTGX

VRTGX Risk / Return Rank: 47
VRTGX Sharpe Ratio Rank: 46
VRTGX Sortino Ratio Rank: 46
VRTGX Omega Ratio Rank: 39
VRTGX Calmar Ratio Rank: 54
VRTGX Martin Ratio Rank: 48

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. VRTGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX). 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	VRTGX	Difference
Sharpe ratio: Return per unit of total volatility	1.23	1.27	-0.05
Sortino ratio: Return per unit of downside risk	1.81	1.85	-0.05
Omega ratio: Gain probability vs. loss probability	1.21	1.22	0.00
Calmar ratio: Return relative to maximum drawdown	2.04	1.93	+0.11
Martin ratio: Return relative to average drawdown	7.43	6.67	+0.77

HSLYX vs. VRTGX - Sharpe Ratio Comparison

The current HSLYX Sharpe Ratio is 1.23, which is comparable to the VRTGX Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of HSLYX and VRTGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HSLYX vs. VRTGX - Drawdown Comparison

The maximum HSLYX drawdown since its inception was -59.62%, which is greater than VRTGX's maximum drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for HSLYX and VRTGX.

Drawdown Indicators

	HSLYX	VRTGX	Difference
Max Drawdown Largest peak-to-trough decline	-59.62%	-41.97%	-17.65%
Max Drawdown (1Y) Largest decline over 1 year	-13.38%	-14.80%	+1.42%
Max Drawdown (3Y) Largest decline over 3 years	-31.16%	-28.54%	-2.62%
Max Drawdown (5Y) Largest decline over 5 years	-39.72%	-40.48%	+0.76%
Max Drawdown (10Y) Largest decline over 10 years	-40.64%	-41.97%	+1.33%
Current Drawdown Current decline from peak	-6.48%	-5.20%	-1.28%
Average Drawdown Average peak-to-trough decline	-12.59%	-10.36%	-2.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.69%	4.28%	-0.59%

Volatility

HSLYX vs. VRTGX - Volatility Comparison

Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 6.30% compared to Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) at 5.76%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier than VRTGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HSLYX	VRTGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.30%	5.76%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	17.55%	17.18%	+0.37%
Volatility (1Y) Calculated over the trailing 1-year period	22.32%	22.44%	-0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.00%	24.70%	-0.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.00%	24.56%	-0.56%

HSLYX vs. VRTGX - Expense Ratio Comparison

HSLYX has a 0.87% expense ratio, which is higher than VRTGX's 0.08% expense ratio.

Dividends

HSLYX vs. VRTGX - Dividend Comparison

HSLYX's dividend yield for the trailing twelve months is around 6.35%, more than VRTGX's 0.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares	0.63%	0.57%	0.62%	0.85%	0.78%	0.54%	0.53%	0.90%	0.85%	0.75%	1.07%	0.84%

Frequently Asked Questions

Can I hold both HSLYX and VRTGX in my portfolio?

With a correlation of 0.98, HSLYX and VRTGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, HSLYX or VRTGX?

HSLYX has higher volatility (6.30%) compared to VRTGX (5.76%). In terms of maximum drawdown, HSLYX dropped -59.62% vs VRTGX's -41.97%.

Which has better risk-adjusted returns?

VRTGX currently has the higher Sharpe Ratio (1.27 vs 1.23), 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.