HFYSX Performance — Hartford Schroders International Multi-Cap Value Fund, Class R4
Data updated: 2026-09-29
HFYSX returned +19.11% year to date and +38.79% over one year to Jul 2026. Annualised returns are +23.04% over 3 years and +13.12% over 5 years. The fund beat its Global Large Blend category average: $100 invested three years ago grew to $186, against $152 for the category, and to $139 over one year, against $118. Volatility over the past three years was 12.33% a year. In the 12 months to Jul 2026 the fund took in a net $527.7M, and assets reached $3.69B.
HFYSX Growth of $100
What $100 invested in Hartford Schroders International Multi-Cap Value Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.
| Period | HFYSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $139 | $118 |
| 3 years (Aug 2023 – Jul 2026) | $186 | $152 |
| 5 years (Aug 2021 – Jul 2026) | $185 | $148 |
| Since data start (Aug 2019 – Jul 2026) | $231 | $203 |
HFYSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +19.11% |
| 1 year | +38.79% |
| 3 years (annualised) | +23.04% |
| 5 years (annualised) | +13.12% |
HFYSX Annual Returns
Calendar-year total returns of Hartford Schroders International Multi-Cap Value Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +19.11% |
| 2025 | +45.40% |
| 2024 | +6.65% |
| 2023 | +13.28% |
| 2022 | −11.96% |
| 2021 | +13.50% |
| 2020 | +0.72% |
| 2019 (Aug–Dec) | +9.80% |
HFYSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.6% | +7.1% | −8.0% | +7.2% | +4.1% | −0.4% | +2.1% | — | — | — | — | — |
| 2025 | +4.0% | +3.3% | +2.5% | +3.2% | +5.5% | +4.0% | +0.1% | +5.4% | +3.1% | +1.3% | +2.2% | +3.6% |
| 2024 | −0.9% | +3.0% | +3.9% | −1.3% | +4.2% | −2.0% | +2.5% | +2.5% | +1.6% | −4.2% | −0.6% | −2.0% |
| 2023 | +7.8% | −2.8% | +1.0% | +1.4% | −4.3% | +5.1% | +4.0% | −3.7% | −1.7% | −4.2% | +6.8% | +4.2% |
| 2022 | +0.3% | −1.2% | −0.5% | −5.2% | +4.0% | −10.4% | +1.7% | −3.8% | −10.2% | +4.3% | +12.7% | −2.1% |
| 2021 | +0.4% | +4.5% | +3.4% | +2.9% | +3.0% | −0.5% | −1.3% | +0.3% | −2.5% | +2.1% | −4.1% | +5.0% |
| 2020 | −5.3% | −8.2% | −17.1% | +8.7% | +3.4% | +3.1% | +3.1% | +2.4% | −2.8% | −2.6% | +13.1% | +6.8% |
| 2019 | — | — | — | — | — | — | — | −4.1% | +4.4% | +4.2% | +1.1% | +4.2% |
HFYSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.33%
- 3-year Sharpe ratio: 1.50 (vs 4.5% risk-free rate)
- Best month: +7.19% (Apr 2026)
- Worst month: −7.98% (Mar 2026)
HFYSX Fund Flows
Monthly money in and out of Hartford Schroders International Multi-Cap Value Fund, from SEC Form N-PORT.
- 12-month net flow: $527.7M
- 12-month gross sales (incl. reinvestments): $1.2B
- Sales ÷ redemptions: 1.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $81.6M | $47.2M | $34.4M |
| Jun 2026 | $101.4M | $50.6M | $50.7M |
| May 2026 | $80.0M | $47.5M | $32.5M |
| Apr 2026 | $206.8M | $69.8M | $137.0M |
| Mar 2026 | $80.6M | $80.8M | −$162K |
| Feb 2026 | $70.3M | $68.6M | $1.8M |
| Jan 2026 | $71.8M | $44.0M | $27.8M |
| Dec 2025 | $237.3M | $76.9M | $160.5M |
| Nov 2025 | $97.0M | $44.0M | $53.0M |
| Oct 2025 | $63.6M | $55.8M | $7.8M |
| Sep 2025 | $56.9M | $37.0M | $19.9M |
| Aug 2025 | $39.3M | $36.7M | $2.5M |
HFYSX Assets Under Management
Net assets of Hartford Schroders International Multi-Cap Value Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $3.69B |
| 2026-04-30 | $3.40B |
| 2026-01-31 | $3.10B |
| 2025-10-31 | $2.65B |
| 2025-07-31 | $2.39B |
| 2025-04-30 | $2.16B |
| 2025-01-31 | $2.05B |
| 2024-10-31 | $2.11B |
| 2024-07-31 | $2.15B |
| 2024-04-30 | $2.10B |
| 2024-01-31 | $2.20B |
| 2023-10-31 | $2.29B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.