HSLYX vs. WMKSX
HSLYX (Hartford Small Cap Growth Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, HSLYX returned 9.40%/yr vs 13.14%/yr for WMKSX. Their correlation of 0.93 means they have usually moved in the same direction. HSLYX charges 0.87%/yr vs 1.24%/yr for WMKSX.
Performance
HSLYX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, HSLYX achieves a 16.62% return, which is significantly lower than WMKSX's 18.70% return. Over the past 10 years, HSLYX has underperformed WMKSX with an annualized return of 9.40%, while WMKSX has yielded a comparatively higher 13.14% 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%
WMKSX
- 1D
- 0.87%
- 1M
- -3.29%
- 6M
- 12.39%
- YTD
- 18.70%
- 1Y
- 29.43%
- 3Y*
- 21.54%
- 5Y*
- 11.00%
- 10Y*
- 13.14%
- ALL TIME*
- 9.52%
Liquidity Comparison
| Position | Avg. 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. WMKSX - 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% |
WMKSX WesMark Small Company Fund | 18.70% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between HSLYX and WMKSX is 0.89, 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. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2002 | 0.93 |
The correlation between HSLYX and WMKSX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
HSLYX vs. WMKSX — Risk / Return Rank
HSLYX
WMKSX
HSLYX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) and WesMark Small Company Fund (WMKSX). 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 | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 2.95 | -0.91 |
| Martin ratioReturn relative to average drawdown | 7.43 | 9.24 | -1.81 |
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Drawdowns
HSLYX vs. WMKSX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for HSLYX and WMKSX.
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Drawdown Indicators
| HSLYX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -64.09% | +4.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -8.50% | -4.88% |
Max Drawdown (3Y)Largest decline over 3 years | -31.16% | -24.20% | -6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -39.84% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -39.84% | -0.80% |
Current DrawdownCurrent decline from peak | -6.48% | -4.88% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -15.61% | +3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.73% | +0.96% |
Volatility
HSLYX vs. WMKSX - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 6.30% compared to WesMark Small Company Fund (WMKSX) at 3.66%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSLYX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 3.66% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 17.55% | 12.35% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 17.88% | +4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 26.08% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.00% | 23.92% | +0.08% |
HSLYX vs. WMKSX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Dividends
HSLYX vs. WMKSX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 6.35%, less than WMKSX's 19.30% 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% |
WMKSX WesMark Small Company Fund | 19.30% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
HSLYX and WMKSX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSLYX has higher volatility (6.30%) compared to WMKSX (3.66%). In terms of maximum drawdown, HSLYX dropped -59.62% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.40 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.
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