Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDVX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS A) | 13.77% | 26.01% | 15.33% | 4.58% | 8.34% | 9.33% | 8.65% | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDVX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS A) | 04/11/2006 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 26.01 | 15.33 | 4.58 | 8.34 | 9.33 | 8.65 | … | … | 13.77 | 7.26 | 15.07 | 12.38 | -15.14 | 8.26 | 8.88 | 27.71 | -11.26 | 15.30 | 17.94 | 1.52 | 10.33 | 35.12 | 9.97 | -1.39 | 17.92 | 33.95 | -32.56 | 12.36 | 7.16 |
| Sharpe Ratio | NA | 1.65 | 0.83 | 0.11 | 0.36 | NA | NA | … | … | 2.26 | 0.25 | 0.95 | 0.66 | -0.75 | 0.41 | 0.24 | 2.06 | -0.87 | 1.84 | 1.26 | 0.11 | 0.87 | 3.03 | 0.79 | -0.06 | 1.09 | 1.36 | -0.96 | 0.69 | 0.50 |
| Standard Deviation(%) | NA | 13.49 | 14.52 | 17.41 | 18.62 | NA | NA | … | … | 14.38 | 17.74 | 12.11 | 13.27 | 22.13 | 19.98 | 36.40 | 12.73 | 14.63 | 7.99 | 14.07 | 13.79 | 11.92 | 11.59 | 12.67 | 23.22 | 16.40 | 24.90 | 34.76 | 13.50 | 13.17 |
| Draw Down(%) | NA | 7.37 | 20.28 | 31.06 | 40.75 | NA | NA | … | … | 7.37 | 18.94 | 6.93 | 11.74 | 20.98 | 17.46 | 40.75 | 6.16 | 20.36 | 4.49 | 9.71 | 10.59 | 8.68 | 4.52 | 10.97 | 23.60 | 14.91 | 22.24 | 46.35 | 8.62 | 12.79 |
| Yield(%) | 0.00 | 10.35 | 7.71 | 3.81 | 3.88 | 6.49 | 6.67 | … | … | 0.00 | 10.07 | 9.41 | 1.72 | 0.22 | 0.00 | 0.09 | 0.87 | 1.92 | 1.63 | 1.98 | 10.84 | 16.13 | 25.93 | 6.53 | 1.34 | 2.51 | 0.00 | 0.00 | 7.12 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SMDVX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS A) |
-4.56%
Jun 2007 – Jun 2010 |
1.44%
Oct 2007 – Oct 2012 |
5.82%
Oct 2013 – Oct 2023 |
6.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDVX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS A) |
24.58%
Feb 2009 – Feb 2012 |
21.95%
Feb 2009 – Feb 2014 |
14.97%
Feb 2009 – Feb 2019 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart