HSLSX Performance — The Hartford Small Cap Growth Fund, Class R4
Data updated: 2026-09-29
HSLSX returned +15.46% year to date and +27.67% over one year to Jul 2026. Annualised returns are +11.76% over 3 years and +2.48% 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 $140, against $142 for the category, and to $128 over one year, against $123. Volatility over the past three years was 20.61% a year. In the 12 months to Jul 2026 the fund lost a net $61.9M, and assets reached $277.50M.
HSLSX Growth of $100
What $100 invested in The Hartford Small Cap Growth 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 | HSLSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $128 | $123 |
| 3 years (Aug 2023 – Jul 2026) | $140 | $142 |
| 5 years (Aug 2021 – Jul 2026) | $113 | $121 |
| Since data start (Aug 2019 – Jul 2026) | $170 | $189 |
HSLSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +15.46% |
| 1 year | +27.67% |
| 3 years (annualised) | +11.76% |
| 5 years (annualised) | +2.48% |
HSLSX Annual Returns
Calendar-year total returns of The Hartford Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +15.46% |
| 2025 | +6.36% |
| 2024 | +12.27% |
| 2023 | +17.72% |
| 2022 | −29.06% |
| 2021 | +3.30% |
| 2020 | +31.82% |
| 2019 (Aug–Dec) | +8.74% |
HSLSX 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 | +4.2% | +1.0% | −6.6% | +15.5% | +5.0% | +4.5% | −7.2% | — | — | — | — | — |
| 2025 | +3.6% | −8.2% | −8.4% | −1.5% | +5.1% | +5.6% | +1.1% | +3.8% | +3.4% | +4.0% | +1.0% | −1.9% |
| 2024 | −1.5% | +6.1% | +2.9% | −7.4% | +5.0% | +1.3% | +5.7% | +0.2% | +1.3% | −2.7% | +10.5% | −8.1% |
| 2023 | +9.2% | −2.2% | −2.2% | −0.7% | +0.9% | +7.9% | +3.1% | −4.2% | −5.2% | −7.0% | +8.4% | +10.6% |
| 2022 | −12.9% | −0.5% | −1.1% | −10.6% | −4.0% | −6.3% | +10.7% | −3.0% | −8.1% | +8.4% | +3.1% | −6.7% |
| 2021 | +0.2% | +3.9% | −2.2% | +4.5% | −4.5% | +3.2% | +0.4% | +2.1% | −3.9% | +3.5% | −5.7% | +2.5% |
| 2020 | −1.2% | −7.6% | −19.7% | +15.9% | +7.9% | +3.2% | +3.6% | +5.1% | −2.6% | +3.6% | +16.1% | +9.5% |
| 2019 | — | — | — | — | — | — | — | −3.9% | +0.1% | +2.8% | +5.9% | +3.9% |
HSLSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 20.61%
- 3-year Sharpe ratio: 0.35 (vs 4.5% risk-free rate)
- Best month: +15.50% (Apr 2026)
- Worst month: −8.41% (Mar 2025)
HSLSX Fund Flows
Monthly money in and out of The Hartford Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$61.9M
- 12-month gross sales (incl. reinvestments): $48.1M
- Sales ÷ redemptions: 0.44×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.0M | $9.9M | −$7.9M |
| Jun 2026 | $2.5M | $25.8M | −$23.3M |
| May 2026 | $1.7M | $5.0M | −$3.3M |
| Apr 2026 | $1.9M | $6.5M | −$4.6M |
| Mar 2026 | $2.7M | $5.1M | −$2.4M |
| Feb 2026 | $1.4M | $3.8M | −$2.4M |
| Jan 2026 | $2.6M | $16.2M | −$13.6M |
| Dec 2025 | $25.7M | $10.9M | $14.8M |
| Nov 2025 | $1.9M | $6.4M | −$4.5M |
| Oct 2025 | $2.3M | $8.1M | −$5.8M |
| Sep 2025 | $1.8M | $6.4M | −$4.6M |
| Aug 2025 | $1.6M | $6.0M | −$4.3M |
HSLSX Assets Under Management
Net assets of The Hartford Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $277.50M |
| 2026-04-30 | $304.74M |
| 2026-01-31 | $289.04M |
| 2025-10-31 | $305.97M |
| 2025-07-31 | $288.07M |
| 2025-04-30 | $266.43M |
| 2025-01-31 | $332.80M |
| 2024-10-31 | $349.67M |
| 2024-07-31 | $377.47M |
| 2024-04-30 | $405.60M |
| 2024-01-31 | $407.15M |
| 2023-10-31 | $377.07M |
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.