Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFDTX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R5) | 15.76% | 27.86% | 16.20% | 8.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFDTX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R5) | 10/25/2016 | 06/04/2026 |
| 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 (%) | 2.47 | 27.86 | 16.20 | 8.92 | NA | NA | NA | … | … | 15.76 | -0.26 | 15.42 | 12.62 | -12.43 | 25.99 | 9.15 | 27.87 | -10.91 | 15.43 | 4.41 |
| Sharpe Ratio | NA | 1.66 | 0.85 | 0.37 | NA | NA | NA | … | … | 2.28 | -0.16 | 0.98 | 0.68 | -0.63 | 1.87 | 0.24 | 2.07 | -0.84 | 1.87 | 2.50 |
| Standard Deviation(%) | NA | 13.57 | 14.52 | 16.17 | NA | NA | NA | … | … | 14.42 | 19.63 | 12.07 | 13.28 | 22.08 | 13.88 | 36.48 | 12.77 | 14.61 | 7.93 | 10.56 |
| Draw Down(%) | NA | 7.42 | 20.21 | 20.91 | NA | NA | NA | … | … | 7.42 | 18.93 | 6.89 | 11.67 | 20.91 | 5.92 | 40.71 | 6.26 | 20.35 | 4.40 | 3.70 |
| Yield(%) | 0.00 | 9.97 | 7.56 | 7.06 | 6.44 | 4.29 | 3.22 | … | … | 0.00 | 9.75 | 9.15 | 1.85 | 2.78 | 16.58 | 0.31 | 1.11 | 2.15 | 1.73 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HFDTX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R5) |
-2.64%
Mar 2017 – Mar 2020 |
5.73%
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 |
|---|---|---|---|---|
| HFDTX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS R5) |
20.70%
Dec 2018 – Dec 2021 |
15.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart