Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDRX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS SDR) | 13.95% | 26.38% | 15.71% | 8.76% | 10.71% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDRX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS SDR) | 01/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 26.38 | 15.71 | 8.76 | 10.71 | NA | NA | … | … | 13.95 | -0.05 | 15.47 | 12.81 | -12.35 | 26.10 | 9.25 | 28.41 | -10.83 | 15.63 | 18.44 | 2.17 |
| Sharpe Ratio | NA | 1.73 | 0.86 | 0.38 | 0.51 | NA | NA | … | … | 2.29 | -0.15 | 0.98 | 0.69 | -0.63 | 1.88 | 0.25 | 2.11 | -0.84 | 1.89 | 1.30 | 0.16 |
| Standard Deviation(%) | NA | 13.74 | 14.55 | 16.22 | 18.08 | NA | NA | … | … | 14.48 | 19.69 | 12.07 | 13.33 | 22.12 | 13.90 | 36.45 | 12.74 | 14.57 | 7.96 | 14.05 | 13.63 |
| Draw Down(%) | NA | 7.38 | 20.20 | 20.83 | 40.74 | NA | NA | … | … | 7.38 | 18.89 | 6.86 | 11.68 | 20.83 | 5.94 | 40.74 | 6.18 | 20.30 | 4.38 | 9.65 | 10.49 |
| Yield(%) | 0.00 | 10.05 | 7.64 | 7.15 | 6.90 | 5.32 | 3.99 | … | … | 0.00 | 9.80 | 9.24 | 1.96 | 2.86 | 16.66 | 0.44 | 1.54 | 2.20 | 1.80 | 2.04 | 10.66 |
Data as of 06/05/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDRX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS SDR) |
-2.45%
Mar 2017 – Mar 2020 |
2.17%
Mar 2015 – Mar 2020 |
8.35%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDRX (HARTFORD SCHRODERS US SMALL/MID CAP OPPORTUNITIES FUND CLASS SDR) |
20.94%
Dec 2018 – Dec 2021 |
15.39%
Mar 2020 – Mar 2025 |
11.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart