Find A Portfolio/Ticker
Comparison Box
HSLYX: THE HARTFORD SMALL CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 49.02 0.67(1.39%) May 02
Asset Class: | Small Growth |
MyPlanIQ Rating: | (74%) |
Start Date: | 02/25/2002 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 2.97% |
Expenses | 0.89% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/25/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 1.1 | 16.7 | -6.5 | 5.1 | 7.4 | 12.6 | 8.3 | 8.3 | 18.2 | -28.8 | 3.5 | 32.5 | 35.9 | -12.6 | 20.1 | 12.2 | -1.0 | 7.2 | 44.7 | 16.9 | 0.4 | 35.1 | 32.7 | -37.5 | -2.0 | 5.9 | 10.2 | 15.8 | 49.9 | -21.8 |
Sharpe Ratio | NA | -0.03 | 0.73 | -0.37 | 0.12 | 0.25 | NA | NA | 0.29 | 0.75 | -0.94 | 0.16 | 0.78 | 1.98 | -0.36 | 1.66 | 0.64 | -0.06 | 0.41 | 3.0 | 0.97 | 0.01 | 1.47 | 1.03 | -0.89 | -0.26 | 0.15 | 0.52 | 0.82 | 2.48 | -0.86 |
Draw Down(%) | NA | 9.2 | 17.0 | 39.7 | 40.6 | 40.6 | NA | NA | 59.0 | 17.0 | 34.9 | 13.4 | 40.6 | 10.0 | 30.4 | 6.0 | 17.9 | 15.9 | 13.2 | 4.7 | 13.8 | 29.4 | 16.9 | 27.6 | 51.6 | 17.0 | 18.2 | 10.4 | 18.2 | 16.6 | 43.4 |
Standard Deviation(%) | NA | 19.2 | 18.2 | 24.1 | 27.8 | 25.3 | NA | NA | 25.1 | 18.7 | 32.2 | 21.9 | 40.9 | 17.4 | 38.5 | 11.8 | 18.8 | 17.8 | 17.2 | 14.9 | 17.6 | 32.7 | 23.8 | 31.7 | 43.1 | 19.4 | 16.9 | 15.5 | 18.2 | 19.9 | 30.3 |
Treynor Ratio | NA | -0.01 | 0.14 | -0.09 | 0.03 | 0.06 | NA | NA | 0.07 | 0.15 | -0.32 | 0.03 | 0.3 | 0.32 | -0.17 | 0.18 | 0.11 | -0.01 | 0.07 | 0.44 | 0.17 | 0.0 | 0.35 | 0.34 | -0.39 | -0.05 | 0.03 | 0.08 | 0.15 | 0.5 | -0.23 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | -0.04 | -0.02 | 0.01 | 0.0 | 0.02 | -0.04 |
Beta | NA | 1.02 | 0.96 | 0.96 | 1.01 | 1.01 | NA | NA | 1.0 | 0.94 | 0.95 | 1.01 | 1.06 | 1.07 | 0.81 | 1.11 | 1.05 | 1.09 | 1.07 | 1.01 | 1.01 | 1.01 | 0.99 | 0.96 | 0.98 | 1.03 | 0.98 | 1.02 | 0.97 | 0.98 | 1.13 |
RSquared | NA | 0.96 | 0.95 | 0.94 | 0.95 | 0.77 | NA | NA | 0.88 | 0.95 | 0.95 | 0.9 | 0.97 | 0.94 | 0.17 | 0.93 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.97 | 0.96 | 0.96 | 0.92 | 0.93 |
Yield(%) | N/A | 0.0 | 3.2 | 6.1 | 7.2 | 8.1 | 15.4 | 9.5 | N/A | 3.3 | 0.0 | 17.8 | 7.7 | 1.8 | 19.4 | 5.1 | 0.7 | 7.6 | 4.3 | 9.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 10.3 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -20.3 | -11.4 | 479.8 | N/A | N/A | N/A | N/A | -100.0 | 180.8 | 476.0 | -93.7 | 334.3 | 783.9 | -92.1 | 85.4 | -38.2 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 1.74% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 1.40% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 1.24% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 1.46% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 1.58% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 1.70% (97%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 1.64% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 1.52% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 1.39% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 1.86% (96%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.42% (99%)
- IWO (iShares Russell 2000 Growth ETF) 1.91% (99%)
- JKK (iShares Morningstar Small-Cap Growth ETF) (99%)
- RZG (Invesco S&P SmallCap 600® Pure Growth ETF) 1.29% (98%)
- VBK (Vanguard Small-Cap Growth Index Fund ETF Shares) 1.44% (98%)
- VTWG (Vanguard Russell 2000 Growth Index Fund ETF Shares) 1.92% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares) 1.49% (26%)
- FYC (First Trust Small Cap Growth AlphaDEX® Fund) 1.42% (24%)