Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFDYX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS Y) | 15.73% | 27.92% | 16.23% | 8.94% | 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 |
|---|---|---|
| HFDYX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS Y) | 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 (%) | 2.52 | 27.92 | 16.23 | 8.94 | NA | NA | NA | … | … | 15.73 | -0.21 | 15.40 | 12.61 | -12.42 | 25.99 | 9.14 | 28.05 | -10.87 | 15.55 | 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 | 2.09 | -0.84 | 1.88 | 2.46 |
| Standard Deviation(%) | NA | 13.58 | 14.55 | 16.20 | NA | NA | NA | … | … | 14.37 | 19.69 | 12.03 | 13.34 | 22.10 | 13.87 | 36.50 | 12.72 | 14.56 | 7.96 | 10.72 |
| Draw Down(%) | NA | 7.36 | 20.23 | 20.88 | NA | NA | NA | … | … | 7.36 | 18.95 | 6.88 | 11.72 | 20.88 | 5.96 | 40.69 | 6.19 | 20.34 | 4.39 | 3.77 |
| Yield(%) | 0.00 | 9.94 | 7.55 | 7.05 | 6.46 | 4.31 | 3.23 | … | … | 0.00 | 9.72 | 9.14 | 1.85 | 2.77 | 16.58 | 0.32 | 1.22 | 2.19 | 1.78 | 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 |
|---|---|---|---|---|
| HFDYX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS Y) |
-2.58%
Mar 2017 – Mar 2020 |
5.78%
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 |
|---|---|---|---|---|
| HFDYX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS Y) |
20.75%
Dec 2018 – Dec 2021 |
15.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart