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HSLIX: THE HARTFORD SMALL CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 41.74 0.07(0.17%) July 08
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/05/2006 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 14.12% |
| Expenses | 0.89% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -4.3 | 2.4 | 9.2 | 5.6 | 6.1 | 10.8 | 7.9 | -1.3 | 14.2 | -28.8 | -15.6 | 23.6 | 35.9 | -12.7 | 20.0 | 12.0 | -1.2 | 7.0 | 44.4 | 16.7 | 0.2 | 34.6 | 32.6 | -37.5 | -2.3 | 8.3 |
| Sharpe Ratio | NA | -0.31 | 0.02 | 0.28 | 0.16 | 0.18 | NA | 0.26 | -0.34 | 0.53 | -0.94 | -0.51 | 0.56 | 1.98 | -0.35 | 1.65 | 0.62 | -0.07 | 0.4 | 2.99 | 0.96 | 0.01 | 1.45 | 1.03 | -0.89 | -0.27 | 1.71 |
| Draw Down(%) | NA | 27.5 | 30.3 | 30.3 | 39.8 | 40.6 | NA | 59.1 | 20.1 | 17.0 | 35.0 | 28.9 | 40.6 | 10.0 | 30.4 | 6.0 | 17.9 | 15.9 | 13.2 | 4.7 | 13.8 | 29.4 | 17.1 | 27.6 | 51.6 | 17.1 | 3.4 |
| Standard Deviation(%) | NA | 28.5 | 25.5 | 22.8 | 24.0 | 26.4 | NA | 26.1 | 23.0 | 18.9 | 32.2 | 30.7 | 41.3 | 17.4 | 40.4 | 11.8 | 18.8 | 17.7 | 17.2 | 14.9 | 17.6 | 32.7 | 23.8 | 31.7 | 43.1 | 19.4 | 14.6 |
| Treynor Ratio | NA | -0.09 | 0.0 | 0.07 | 0.04 | 0.05 | NA | 0.07 | -0.08 | 0.11 | -0.31 | -0.15 | 0.22 | 0.32 | -0.18 | 0.18 | 0.11 | -0.01 | 0.06 | 0.44 | 0.17 | 0.0 | 0.35 | 0.34 | -0.39 | -0.05 | 0.24 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.06 | -0.02 | -0.01 | -0.08 | -0.04 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | -0.05 | 0.0 |
| Beta | NA | 0.97 | 1.01 | 0.97 | 0.99 | 1.0 | NA | 1.0 | 1.03 | 0.93 | 0.97 | 1.05 | 1.05 | 1.07 | 0.8 | 1.11 | 1.05 | 1.08 | 1.07 | 1.01 | 1.01 | 1.01 | 0.99 | 0.96 | 0.98 | 1.03 | 1.02 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.96 | 0.77 | NA | 0.87 | 0.71 | 0.93 | 0.98 | 0.56 | 0.95 | 0.94 | 0.15 | 0.93 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 14.0 | 6.8 | 9.9 | 8.4 | 14.2 | N/A | 15.1 | 3.7 | 0.0 | 19.2 | 8.3 | 1.9 | 20.4 | 5.4 | 0.7 | 7.9 | 4.4 | 9.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 369.4 | -53.6 | 24.6 | N/A | N/A | N/A | 369.4 | N/A | -100.0 | 180.8 | 476.9 | -93.7 | 334.6 | 788.6 | -92.2 | 85.5 | -38.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
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