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SMDVX: HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 18.51 0(0.0%) May 20
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (56%) |
Start Date: | 04/11/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.66% |
Expenses | 1.17% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/11/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 6.9 | 15.7 | 5.1 | 10.0 | 9.5 | 11.8 | 8.9 | 12.4 | -12.7 | 25.7 | 8.9 | 27.7 | -11.3 | 15.3 | 17.9 | 1.5 | 10.3 | 35.1 | 10.0 | -1.4 | 17.9 | 34.0 | -32.6 | 12.4 | 7.2 |
Sharpe Ratio | NA | 1.37 | 1.08 | 0.15 | 0.39 | 0.48 | NA | 0.42 | 0.62 | -0.64 | 1.85 | 0.24 | 2.07 | -0.86 | 1.84 | 1.26 | 0.11 | 0.87 | 3.03 | 0.79 | -0.06 | 1.09 | 1.36 | -0.96 | 0.7 | 0.51 |
Draw Down(%) | NA | 6.9 | 11.7 | 21.0 | 40.7 | 40.7 | NA | 48.4 | 11.7 | 21.0 | 5.9 | 40.7 | 6.2 | 20.4 | 4.5 | 9.7 | 10.6 | 8.7 | 4.5 | 11.0 | 23.6 | 14.9 | 22.2 | 46.4 | 8.6 | 12.8 |
Standard Deviation(%) | NA | 11.4 | 11.9 | 16.5 | 21.5 | 17.7 | NA | 18.9 | 13.3 | 22.1 | 13.9 | 36.2 | 12.7 | 14.6 | 8.0 | 14.1 | 13.8 | 11.9 | 11.6 | 12.7 | 23.2 | 16.4 | 24.9 | 34.8 | 13.5 | 13.2 |
Treynor Ratio | NA | 0.21 | 0.17 | 0.04 | 0.11 | 0.11 | NA | 0.1 | 0.11 | -0.22 | 0.44 | 0.09 | 0.31 | -0.16 | 0.17 | 0.21 | 0.02 | 0.12 | 0.42 | 0.13 | -0.02 | 0.25 | 0.42 | -0.46 | 0.13 | 0.08 |
Alpha | NA | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.03 | 0.05 | -0.08 | 0.0 | -0.03 | -0.01 | 0.04 | 0.01 | 0.0 | 0.03 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 |
Beta | NA | 0.74 | 0.75 | 0.66 | 0.79 | 0.8 | NA | 0.78 | 0.73 | 0.65 | 0.59 | 0.97 | 0.84 | 0.76 | 0.86 | 0.86 | 0.84 | 0.83 | 0.84 | 0.76 | 0.8 | 0.73 | 0.81 | 0.72 | 0.75 | 0.8 |
RSquared | NA | 0.85 | 0.86 | 0.84 | 0.84 | 0.85 | NA | 0.88 | 0.86 | 0.89 | 0.6 | 0.91 | 0.85 | 0.9 | 0.79 | 0.93 | 0.92 | 0.91 | 0.92 | 0.93 | 0.96 | 0.95 | 0.95 | 0.93 | 0.91 | 0.22 |
Yield(%) | N/A | 0.0 | 1.6 | 6.3 | 5.4 | 6.2 | 9.9 | N/A | 1.7 | 2.7 | 17.2 | 0.1 | 0.8 | 2.0 | 1.6 | 2.0 | 10.9 | 16.2 | 25.9 | 6.6 | 1.4 | 2.5 | 0.0 | 0.0 | 7.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -46.7 | 824.4 | -5.1 | N/A | N/A | N/A | -46.0 | -82.8 | 28900.0 | -90.0 | -64.3 | 40.0 | -4.8 | -83.7 | -36.1 | -34.8 | 313.3 | 368.8 | -38.5 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2006
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