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SSCVX vs. HSMYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SSCVX vs. HSMYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Select Small Cap Value Fund (SSCVX) and Hartford Small Cap Value Fund (HSMYX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SSCVX achieves a 9.23% return, which is significantly higher than HSMYX's 2.70% return. Over the past 10 years, SSCVX has underperformed HSMYX with an annualized return of 8.78%, while HSMYX has yielded a comparatively higher 9.64% annualized return.


SSCVX

1D
0.11%
1M
-1.88%
YTD
9.23%
6M
8.69%
1Y
41.54%
3Y*
12.38%
5Y*
6.11%
10Y*
8.78%

HSMYX

1D
0.38%
1M
-2.20%
YTD
2.70%
6M
3.91%
1Y
27.41%
3Y*
10.45%
5Y*
5.03%
10Y*
9.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SSCVX vs. HSMYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSCVX
Columbia Select Small Cap Value Fund
9.23%5.46%12.33%12.47%-15.35%31.25%9.61%18.76%-13.70%12.65%
HSMYX
Hartford Small Cap Value Fund
2.70%2.45%11.99%17.29%-12.02%31.98%4.41%28.25%-10.65%10.04%

Correlation

The correlation between SSCVX and HSMYX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.


SSCVX vs. HSMYX - Expense Ratio Comparison

SSCVX has a 1.28% expense ratio, which is higher than HSMYX's 0.85% expense ratio.


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Return for Risk

SSCVX vs. HSMYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSCVX
SSCVX Risk / Return Rank: 5151
Overall Rank
SSCVX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SSCVX Sortino Ratio Rank: 5050
Sortino Ratio Rank
SSCVX Omega Ratio Rank: 4545
Omega Ratio Rank
SSCVX Calmar Ratio Rank: 5757
Calmar Ratio Rank
SSCVX Martin Ratio Rank: 5757
Martin Ratio Rank

HSMYX
HSMYX Risk / Return Rank: 1818
Overall Rank
HSMYX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
HSMYX Sortino Ratio Rank: 1717
Sortino Ratio Rank
HSMYX Omega Ratio Rank: 1515
Omega Ratio Rank
HSMYX Calmar Ratio Rank: 2323
Calmar Ratio Rank
HSMYX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SSCVX vs. HSMYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) and Hartford Small Cap Value Fund (HSMYX). 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.


SSCVXHSMYXDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.56

+0.51

Sortino ratio

Return per unit of downside risk

1.61

0.94

+0.67

Omega ratio

Gain probability vs. loss probability

1.22

1.12

+0.10

Calmar ratio

Return relative to maximum drawdown

1.71

0.96

+0.75

Martin ratio

Return relative to average drawdown

6.98

2.88

+4.11

SSCVX vs. HSMYX - Sharpe Ratio Comparison

The current SSCVX Sharpe Ratio is 1.07, which is higher than the HSMYX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of SSCVX and HSMYX, 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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Sharpe Ratios by Period


SSCVXHSMYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.56

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.24

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.41

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.33

-0.02

Drawdowns

SSCVX vs. HSMYX - Drawdown Comparison

The maximum SSCVX drawdown since its inception was -65.34%, which is greater than HSMYX's maximum drawdown of -60.81%. Use the drawdown chart below to compare losses from any high point for SSCVX and HSMYX.


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Drawdown Indicators


SSCVXHSMYXDifference

Max Drawdown

Largest peak-to-trough decline

-65.34%

-60.81%

-4.53%

Max Drawdown (1Y)

Largest decline over 1 year

-7.88%

-11.25%

+3.37%

Max Drawdown (5Y)

Largest decline over 5 years

-29.22%

-27.70%

-1.52%

Max Drawdown (10Y)

Largest decline over 10 years

-48.87%

-46.51%

-2.36%

Current Drawdown

Current decline from peak

-4.91%

-6.73%

+1.82%

Average Drawdown

Average peak-to-trough decline

-11.91%

-9.85%

-2.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

4.90%

-1.12%

Volatility

SSCVX vs. HSMYX - Volatility Comparison

Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.31% compared to Hartford Small Cap Value Fund (HSMYX) at 5.33%. This indicates that SSCVX's price experiences larger fluctuations and is considered to be riskier than HSMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSCVXHSMYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.31%

5.33%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

13.53%

-0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

22.93%

23.15%

-0.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.20%

21.24%

-0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.44%

23.72%

-0.28%

Dividends

SSCVX vs. HSMYX - Dividend Comparison

SSCVX's dividend yield for the trailing twelve months is around 10.04%, more than HSMYX's 6.51% yield.


TTM20252024202320222021202020192018201720162015
SSCVX
Columbia Select Small Cap Value Fund
10.04%10.96%20.45%6.56%4.62%6.64%6.45%0.12%7.59%13.50%6.18%12.44%
HSMYX
Hartford Small Cap Value Fund
6.51%6.68%2.91%3.35%9.64%6.82%1.27%12.08%36.32%5.07%1.16%6.70%