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SCUIX: HARTFORD SCHRODERS US SMALL CAP OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 32.75 0.56(1.68%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/20/1993 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 13.49% |
| Expenses | 2.11% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/1993 |
2025 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 13.1 | 29.4 | 12.9 | 2.3 | 8.1 | 8.6 | 8.1 | 8.7 | 5.0 | 12.6 | 8.5 | -17.5 | 10.2 | 8.0 | 32.0 | -11.0 | 14.9 | 19.3 | -1.4 | 8.2 | 34.3 | 12.5 | -4.3 | 20.9 | 32.3 | -31.3 | 10.1 | 20.8 | 6.4 | 25.3 | 37.1 | -18.9 | 11.7 | 31.7 | 13.1 | -9.2 | 16.1 | -18.0 | 31.2 | 0.7 | 2.5 |
| Sharpe Ratio | NA | 1.66 | 1.51 | 0.5 | -0.01 | 0.3 | NA | NA | 0.33 | 0.1 | 0.49 | 0.28 | -0.79 | 0.47 | 0.19 | 2.2 | -0.81 | 1.5 | 1.28 | -0.1 | 0.62 | 2.88 | 0.92 | -0.16 | 1.1 | 1.14 | -0.87 | 0.47 | 1.32 | 0.33 | 1.82 | 2.27 | -0.89 | 0.49 | 1.19 | 0.76 | -0.64 | 0.76 | -0.51 | 1.69 | -0.21 | 18.84 |
| Draw Down(%) | NA | 10.9 | 10.9 | 24.3 | 35.8 | 42.8 | NA | NA | 50.5 | 22.7 | 9.3 | 21.1 | 25.3 | 17.3 | 42.8 | 7.5 | 23.1 | 5.6 | 12.2 | 12.0 | 10.5 | 4.7 | 10.7 | 26.3 | 14.9 | 26.8 | 46.4 | 9.1 | 11.1 | 8.0 | 10.3 | 12.9 | 31.4 | 17.5 | 11.3 | 12.9 | 39.7 | 18.4 | 35.5 | 14.7 | 9.6 | 0.4 |
| Standard Deviation(%) | NA | 18.6 | 17.7 | 19.2 | 20.6 | 21.3 | NA | NA | 20.8 | 21.6 | 18.4 | 17.8 | 24.1 | 21.5 | 40.0 | 13.9 | 15.3 | 9.5 | 14.9 | 13.8 | 13.2 | 11.9 | 13.6 | 27.1 | 19.0 | 28.3 | 36.9 | 14.8 | 13.2 | 12.7 | 13.4 | 16.0 | 22.5 | 19.0 | 23.2 | 12.8 | 19.9 | 16.4 | 42.0 | 16.1 | 11.3 | 6.1 |
| Treynor Ratio | NA | 0.44 | 0.35 | 0.12 | 0.0 | 0.08 | NA | NA | 0.09 | 0.03 | 0.1 | 0.06 | -0.28 | 0.14 | 0.08 | 0.37 | -0.16 | 0.17 | 0.23 | -0.02 | 0.1 | 0.43 | 0.16 | -0.05 | 0.27 | 0.38 | -0.38 | 0.09 | 0.23 | 0.05 | 0.35 | 0.46 | -0.23 | 0.13 | 0.49 | 0.14 | -0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.03 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.01 | -0.04 | 0.01 | 0.02 | -0.08 | 0.02 | -0.03 | -0.01 | 0.04 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 | 0.01 | 0.04 | 0.0 | 0.05 | 0.01 | -0.03 | 0.04 | 0.11 | 0.0 | -0.04 | NA | NA | NA | NA | NA |
| Beta | NA | 0.7 | 0.77 | 0.83 | 0.78 | 0.84 | NA | NA | 0.8 | 0.84 | 0.91 | 0.85 | 0.69 | 0.75 | 0.99 | 0.82 | 0.76 | 0.86 | 0.83 | 0.85 | 0.81 | 0.8 | 0.78 | 0.83 | 0.78 | 0.85 | 0.84 | 0.78 | 0.76 | 0.83 | 0.7 | 0.79 | 0.88 | 0.71 | 0.56 | 0.67 | 0.79 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.75 | 0.84 | 0.8 | 0.83 | NA | NA | 0.75 | 0.88 | 0.85 | 0.87 | 0.88 | 0.54 | 0.89 | 0.86 | 0.92 | 0.86 | 0.95 | 0.95 | 0.92 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 | 0.94 | 0.95 | 0.95 | 0.93 | 0.91 | 0.94 | 0.9 | 0.75 | 0.68 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 13.5 | 7.2 | 3.3 | 5.6 | 7.0 | 6.9 | N/A | 12.5 | 6.8 | 0.1 | 0.0 | 0.0 | 0.1 | 6.2 | 8.4 | 9.4 | 6.6 | 7.4 | 11.7 | 19.8 | 8.6 | 3.2 | 0.0 | 0.0 | 0.0 | 10.6 | 9.8 | 3.9 | 11.8 | 0.0 | 2.2 | 9.2 | 23.6 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 94.8 | 38993.3 | -23.2 | -18.3 | 112.7 | N/A | N/A | 94.8 | 8154.2 | N/A | N/A | -100.0 | -98.9 | -40.5 | -5.6 | 65.8 | -20.3 | -38.5 | -35.2 | 141.8 | 147.3 | N/A | N/A | N/A | -100.0 | 17.5 | 164.2 | -63.0 | N/A | -100.0 | -74.9 | -59.2 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1993
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