Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSMCX (THE HARTFORD SMALL COMPANY FUND CLASS C) | -0.89% | 0.45% | 6.69% | 31.37% | 19.66% | 17.96% | 13.66% | 11.17% |
Data as of 07/25/2025, AR inception is 07/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSMCX (THE HARTFORD SMALL COMPANY FUND CLASS C) | 07/19/1999 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 0.45 | 6.69 | 31.37 | 19.66 | 17.96 | 13.66 | 11.17 | -0.89 | 10.39 | 15.05 | -31.90 | -38.91 | 30.26 | 35.40 | -6.10 | 24.27 | 0.98 | -9.48 | 5.32 | 42.51 | 14.13 | -5.52 | 22.46 | 28.18 | -41.33 | 10.33 | 12.88 | 19.63 | 10.61 | 54.37 | -31.08 | -16.44 | -13.75 | 32.99 |
| Sharpe Ratio | NA | -0.11 | 0.15 | 0.58 | 0.45 | NA | NA | 0.32 | -0.18 | 0.20 | 0.58 | -1.05 | -0.71 | 0.75 | 1.96 | -0.34 | 1.93 | 0.04 | -0.55 | 0.30 | 2.82 | 0.80 | -0.18 | 0.97 | 0.93 | -1.04 | 0.40 | 0.60 | 1.25 | 0.53 | 2.69 | -1.30 | -0.70 | -0.54 | 3.54 |
| Standard Deviation(%) | NA | 23.94 | 21.94 | 51.54 | 40.01 | NA | NA | 31.15 | 26.35 | 18.89 | 18.93 | 31.92 | 55.22 | 40.04 | 17.32 | 21.80 | 12.32 | 19.90 | 17.25 | 17.52 | 15.08 | 17.72 | 31.16 | 23.03 | 30.13 | 40.44 | 18.24 | 16.19 | 14.01 | 18.11 | 19.96 | 24.85 | 27.40 | 32.97 | 23.30 |
| Draw Down(%) | NA | 27.20 | 27.20 | 36.94 | 37.92 | NA | NA | 62.86 | 25.54 | 10.12 | 17.41 | 36.56 | 49.43 | 37.92 | 9.97 | 28.63 | 6.20 | 21.34 | 19.44 | 12.57 | 4.98 | 13.81 | 28.30 | 18.03 | 26.16 | 52.73 | 11.94 | 17.73 | 8.57 | 20.72 | 11.73 | 37.20 | 38.13 | 35.70 | 8.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 25.55 | 15.48 | 16.41 | 11.94 | 10.18 | 0.00 | 0.00 | 0.00 | 0.00 | 78.02 | 42.09 | 12.10 | 25.87 | 0.00 | 0.00 | 15.79 | 21.12 | 17.11 | 8.83 | 5.68 | 0.30 | 0.00 | 0.00 | 13.68 | 9.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 7.59 | 8.01 |
Data as of 07/25/2025, AR inception is 07/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSMCX (THE HARTFORD SMALL COMPANY FUND CLASS C) |
-25.38%
Feb 2000 - Feb 2003 |
-6.21%
Feb 2000 - Feb 2005 |
-1.81%
Feb 2000 - Feb 2010 |
3.65%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSMCX (THE HARTFORD SMALL COMPANY FUND CLASS C) |
90.00%
Dec 2018 - Dec 2021 |
51.59%
Dec 2016 - Dec 2021 |
28.77%
Dec 2011 - Dec 2021 |
21.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart