Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFDSX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R4) | 13.75% | 25.91% | 15.25% | 8.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFDSX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R4) | 10/25/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 25.91 | 15.25 | 8.35 | NA | NA | NA | … | … | 13.75 | -0.62 | 15.02 | 12.38 | -12.65 | 25.68 | 8.86 | 27.59 | -11.23 | 15.25 | 4.33 |
| Sharpe Ratio | NA | 1.63 | 0.83 | 0.35 | NA | NA | NA | … | … | 2.25 | -0.18 | 0.94 | 0.66 | -0.64 | 1.85 | 0.24 | 2.04 | -0.87 | 1.85 | 2.39 |
| Standard Deviation(%) | NA | 13.57 | 14.55 | 16.19 | NA | NA | NA | … | … | 14.41 | 19.74 | 12.07 | 13.33 | 22.04 | 13.90 | 36.43 | 12.77 | 14.56 | 7.93 | 10.79 |
| Draw Down(%) | NA | 7.43 | 20.30 | 20.93 | NA | NA | NA | … | … | 7.43 | 19.00 | 6.94 | 11.75 | 20.93 | 5.95 | 40.74 | 6.22 | 20.38 | 4.40 | 3.77 |
| Yield(%) | 0.00 | 9.81 | 7.31 | 6.91 | 6.17 | 4.11 | 3.08 | … | … | 0.00 | 9.55 | 8.88 | 1.61 | 2.54 | 16.58 | 0.00 | 0.81 | 1.99 | 1.62 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFDSX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R4) |
-2.92%
Mar 2017 – Mar 2020 |
5.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFDSX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R4) |
20.40%
Dec 2018 – Dec 2021 |
14.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart