Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDIX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS I) | 15.72% | 27.90% | 16.21% | 5.29% | 8.89% | 9.79% | 9.06% | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDIX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS I) | 04/11/2006 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 27.90 | 16.21 | 5.29 | 8.89 | 9.79 | 9.06 | … | … | 15.72 | 7.45 | 15.40 | 12.69 | -14.80 | 9.27 | 9.17 | 28.05 | -11.03 | 15.58 | 18.35 | 1.75 | 10.66 | 35.46 | 10.29 | -1.21 | 18.26 | 34.26 | -32.35 | 12.63 | 7.32 |
| Sharpe Ratio | NA | 1.66 | 0.85 | 0.14 | 0.38 | NA | NA | … | … | 2.27 | 0.26 | 0.97 | 0.69 | -0.74 | 0.47 | 0.24 | 2.08 | -0.85 | 1.88 | 1.29 | 0.13 | 0.90 | 3.04 | 0.81 | -0.05 | 1.11 | 1.38 | -0.96 | 0.70 | 0.52 |
| Standard Deviation(%) | NA | 13.59 | 14.58 | 17.34 | 18.60 | NA | NA | … | … | 14.42 | 17.84 | 12.11 | 13.29 | 22.12 | 19.56 | 36.47 | 12.76 | 14.62 | 7.98 | 14.05 | 13.68 | 11.89 | 11.64 | 12.70 | 23.24 | 16.42 | 24.83 | 34.68 | 13.51 | 13.12 |
| Draw Down(%) | NA | 7.40 | 20.25 | 30.52 | 40.70 | NA | NA | … | … | 7.40 | 18.94 | 6.88 | 11.65 | 20.87 | 16.96 | 40.70 | 6.19 | 20.37 | 4.39 | 9.66 | 10.57 | 8.70 | 4.45 | 10.91 | 23.52 | 14.85 | 22.22 | 46.24 | 8.61 | 12.69 |
| Yield(%) | 0.00 | 9.93 | 7.55 | 3.81 | 4.01 | 6.61 | 6.86 | … | … | 0.00 | 9.70 | 9.15 | 1.87 | 0.41 | 0.10 | 0.35 | 1.15 | 2.12 | 1.71 | 2.03 | 10.57 | 15.79 | 25.63 | 6.45 | 1.57 | 2.49 | 0.00 | 0.00 | 7.11 | 0.06 |
Data as of 06/04/2026, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDIX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS I) |
-4.29%
Jun 2007 – Jun 2010 |
1.72%
Oct 2007 – Oct 2012 |
6.19%
Oct 2013 – Oct 2023 |
6.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDIX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS I) |
24.92%
Feb 2009 – Feb 2012 |
22.27%
Feb 2009 – Feb 2014 |
15.28%
Feb 2009 – Feb 2019 |
12.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart