It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
HSLIX: THE HARTFORD SMALL CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 49.94 0.32(0.64%) June 08
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/05/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.87% |
| Expenses | 0.89% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 15.9 | 32.0 | 15.1 | 3.9 | 9.8 | 10.2 | 8.9 | -1.1 | 12.7 | 18.1 | -28.8 | 3.4 | 32.4 | 35.9 | -12.7 | 20.0 | 12.0 | -1.2 | 7.0 | 44.4 | 16.7 | 0.2 | 34.6 | 32.6 | -37.5 | -2.3 | 8.3 |
| Sharpe Ratio | NA | 1.51 | 1.41 | 0.53 | 0.05 | 0.31 | NA | 0.3 | -0.08 | 0.45 | 0.78 | -0.94 | 0.16 | 0.78 | 1.98 | -0.35 | 1.64 | 0.62 | -0.07 | 0.4 | 2.99 | 0.96 | 0.01 | 1.45 | 1.03 | -0.89 | -0.28 | 1.7 |
| Draw Down(%) | NA | 13.4 | 13.4 | 30.3 | 39.8 | 40.6 | NA | 59.1 | 27.5 | 10.9 | 17.0 | 35.0 | 13.4 | 40.6 | 10.0 | 30.4 | 6.0 | 17.9 | 15.9 | 13.2 | 4.7 | 13.8 | 29.4 | 17.1 | 27.6 | 51.6 | 17.1 | 3.4 |
| Standard Deviation(%) | NA | 24.1 | 21.3 | 21.8 | 23.8 | 26.5 | NA | 25.9 | 25.4 | 20.0 | 18.7 | 32.2 | 21.9 | 40.9 | 17.4 | 40.4 | 11.8 | 18.8 | 17.7 | 17.2 | 14.9 | 17.6 | 32.7 | 23.8 | 31.7 | 43.1 | 19.4 | 14.6 |
| Treynor Ratio | NA | 0.36 | 0.29 | 0.12 | 0.01 | 0.08 | NA | 0.08 | -0.02 | 0.09 | 0.16 | -0.31 | 0.03 | 0.3 | 0.32 | -0.18 | 0.17 | 0.11 | -0.01 | 0.06 | 0.44 | 0.17 | 0.0 | 0.35 | 0.34 | -0.39 | -0.05 | 0.24 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | -0.05 | 0.0 |
| Beta | NA | 1.02 | 1.03 | 1.0 | 0.99 | 1.0 | NA | 1.0 | 0.98 | 1.05 | 0.93 | 0.97 | 1.02 | 1.06 | 1.07 | 0.8 | 1.11 | 1.05 | 1.08 | 1.07 | 1.01 | 1.01 | 1.01 | 0.99 | 0.96 | 0.98 | 1.03 | 1.02 |
| RSquared | NA | 0.93 | 0.92 | 0.95 | 0.96 | 0.77 | NA | 0.87 | 0.87 | 0.95 | 0.95 | 0.98 | 0.94 | 0.97 | 0.94 | 0.15 | 0.93 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.96 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 15.1 | 3.7 | 0.0 | 19.2 | 8.3 | 1.9 | 20.4 | 5.4 | 0.7 | 7.9 | 4.4 | 9.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -45.6 | 369.4 | N/A | -100.0 | 180.8 | 476.9 | -93.7 | 334.6 | 788.6 | -92.2 | 85.5 | -38.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.58% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.93% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 0.36% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 0.58% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.76% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.64% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 1.12% (23%)
Latest Articles Related to HSLIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
