HOORX Performance — Hartford Schroders US Small Cap Opportunities Fund, Class R3
Data updated: 2026-09-29
HOORX returned +17.02% year to date and +27.98% over one year to Jul 2026. Annualised returns are +11.07% over 3 years and +5.51% over 5 years. Against its US Small Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $137, against $142 for the category, and to $128 over one year, against $123. Volatility over the past three years was 18.84% a year. In the 12 months to Jul 2026 the fund lost a net $48.9M, and assets reached $171.96M.
HOORX Growth of $100
What $100 invested in Hartford Schroders US Small Cap Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Growth category average over the same months.
| Period | HOORX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $128 | $123 |
| 3 years (Aug 2023 – Jul 2026) | $137 | $142 |
| 5 years (Aug 2021 – Jul 2026) | $131 | $121 |
| Since data start (Aug 2019 – Jul 2026) | $173 | $189 |
HOORX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.02% |
| 1 year | +27.98% |
| 3 years (annualised) | +11.07% |
| 5 years (annualised) | +5.51% |
HOORX Annual Returns
Calendar-year total returns of Hartford Schroders US Small Cap Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +17.02% |
| 2025 | +4.32% |
| 2024 | +11.88% |
| 2023 | +7.94% |
| 2022 | −17.26% |
| 2021 | +22.18% |
| 2020 | +7.36% |
| 2019 (Aug–Dec) | +7.94% |
HOORX 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 | +5.2% | +2.7% | −6.6% | +10.3% | +2.3% | +5.1% | −2.2% | — | — | — | — | — |
| 2025 | +3.8% | −4.8% | −6.8% | −4.5% | +3.8% | +3.6% | +0.9% | +4.7% | −0.1% | +1.2% | +4.6% | −1.2% |
| 2024 | −2.1% | +4.3% | +3.1% | −6.3% | +4.5% | −1.0% | +8.9% | −1.3% | +0.2% | −3.0% | +11.8% | −5.9% |
| 2023 | +9.5% | −1.7% | −4.0% | −2.6% | −2.6% | +6.7% | +2.9% | −2.8% | −7.2% | −7.8% | +9.3% | +10.4% |
| 2022 | −7.7% | +1.6% | −1.0% | −7.1% | +1.2% | −7.9% | +8.3% | −4.9% | −8.9% | +11.9% | +2.0% | −3.8% |
| 2021 | +1.6% | +9.3% | +1.9% | +2.9% | +0.2% | −0.5% | −1.8% | +1.6% | −1.1% | +3.2% | −2.7% | +6.3% |
| 2020 | −3.0% | −10.6% | −22.3% | +12.5% | +5.2% | +2.2% | +4.2% | +4.9% | −4.3% | +3.3% | +12.6% | +8.1% |
| 2019 | — | — | — | — | — | — | — | −3.5% | +2.5% | +1.6% | +3.7% | +3.5% |
HOORX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 18.84%
- 3-year Sharpe ratio: 0.35 (vs 4.5% risk-free rate)
- Best month: +11.77% (Nov 2024)
- Worst month: −7.83% (Oct 2023)
HOORX Fund Flows
Monthly money in and out of Hartford Schroders US Small Cap Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$48.9M
- 12-month gross sales (incl. reinvestments): $37.4M
- Sales ÷ redemptions: 0.43×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.1M | $10.2M | −$9.0M |
| Jun 2026 | $976K | $3.6M | −$2.6M |
| May 2026 | $3.0M | $5.3M | −$2.4M |
| Apr 2026 | $1.6M | $4.9M | −$3.3M |
| Mar 2026 | $1.1M | $5.5M | −$4.4M |
| Feb 2026 | $1.7M | $4.2M | −$2.5M |
| Jan 2026 | $1.5M | $4.9M | −$3.3M |
| Dec 2025 | $22.0M | $10.0M | $11.9M |
| Nov 2025 | $572K | $3.0M | −$2.5M |
| Oct 2025 | $1.4M | $7.1M | −$5.8M |
| Sep 2025 | $1.3M | $11.0M | −$9.8M |
| Aug 2025 | $1.2M | $16.4M | −$15.2M |
HOORX Assets Under Management
Net assets of Hartford Schroders US Small Cap Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $171.96M |
| 2026-04-30 | $176.87M |
| 2026-01-31 | $177.08M |
| 2025-10-31 | $176.92M |
| 2025-07-31 | $196.73M |
| 2025-04-30 | $186.93M |
| 2025-01-31 | $228.49M |
| 2024-10-31 | $253.70M |
| 2024-07-31 | $270.50M |
| 2024-04-30 | $268.11M |
| 2024-01-31 | $274.70M |
| 2023-10-31 | $256.09M |
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.