Hartford Small Cap Fund Key Fundamental Indicators
| HISCX Fund | USD 26.49 0.27 1.03% |
As of the 10th of February, Hartford Small retains the Market Risk Adjusted Performance of 0.1156, risk adjusted performance of 0.09, and Downside Deviation of 1.37. Hartford Small technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Hartford Small's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Hartford Small's valuation are provided below:Hartford Small Cap does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Hartford |
Hartford Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Hartford Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Hartford Small.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Hartford Small on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Hartford Small Cap or generate 0.0% return on investment in Hartford Small over 90 days. Hartford Small is related to or competes with Eaton Vance, Deutsche Health, Schwab Health, Alphacentric Lifesci, T Rowe, and Delaware Healthcare. The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that t... More
Hartford Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Hartford Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Hartford Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.37 | |||
| Information Ratio | 0.0351 | |||
| Maximum Drawdown | 5.7 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.99 |
Hartford Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hartford Small's standard deviation. In reality, there are many statistical measures that can use Hartford Small historical prices to predict the future Hartford Small's volatility.| Risk Adjusted Performance | 0.09 | |||
| Jensen Alpha | 0.0223 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.035 | |||
| Treynor Ratio | 0.1056 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Hartford Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hartford Small February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.09 | |||
| Market Risk Adjusted Performance | 0.1156 | |||
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.22 | |||
| Downside Deviation | 1.37 | |||
| Coefficient Of Variation | 933.82 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0351 | |||
| Jensen Alpha | 0.0223 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.035 | |||
| Treynor Ratio | 0.1056 | |||
| Maximum Drawdown | 5.7 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.99 | |||
| Downside Variance | 1.88 | |||
| Semi Variance | 1.49 | |||
| Expected Short fall | (1.09) | |||
| Skewness | (0.03) | |||
| Kurtosis | 1.0 |
Hartford Small Cap Backtested Returns
At this stage we consider Hartford Mutual Fund to be very steady. Hartford Small Cap holds Efficiency (Sharpe) Ratio of 0.1, which attests that the entity had a 0.1 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Hartford Small Cap, which you can use to evaluate the volatility of the entity. Please check out Hartford Small's Market Risk Adjusted Performance of 0.1156, downside deviation of 1.37, and Risk Adjusted Performance of 0.09 to validate if the risk estimate we provide is consistent with the expected return of 0.14%. The fund retains a Market Volatility (i.e., Beta) of 1.29, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Hartford Small will likely underperform.
Auto-correlation | 0.67 |
Good predictability
Hartford Small Cap has good predictability. Overlapping area represents the amount of predictability between Hartford Small time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Hartford Small Cap price movement. The serial correlation of 0.67 indicates that around 67.0% of current Hartford Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.67 | |
| Spearman Rank Test | 0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.32 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Hartford Small Price To Sales Component Assessment
Based on the latest financial disclosure, Hartford Small Cap has a Price To Sales of 1.33 times. This is 9.02% higher than that of the Hartford Mutual Funds family and about the same as Small Growth (which currently averages 1.32) category. The price to sales for all United States funds is 118.03% lower than that of the firm.
Hartford Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hartford Small's current stock value. Our valuation model uses many indicators to compare Hartford Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hartford Small competition to find correlations between indicators driving Hartford Small's intrinsic value. More Info.Hartford Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Hartford Small Cap is roughly 8.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hartford Small's earnings, one of the primary drivers of an investment's value.Hartford Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Hartford Small's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Hartford Small could also be used in its relative valuation, which is a method of valuing Hartford Small by comparing valuation metrics of similar companies.Hartford Small is currently under evaluation in price to sales among similar funds.
Hartford Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hartford Small's current stock value. Our valuation model uses many indicators to compare Hartford Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hartford Small competition to find correlations between indicators driving Hartford Small's intrinsic value. More Info.Hartford Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Hartford Small Cap is roughly 8.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hartford Small's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Hartford Small
The fund consists of 98.61% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Hartford Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Hartford Fundamentals
| Price To Earning | 22.16 X | ||||
| Price To Book | 2.76 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 1.01 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 6.43 % | ||||
| One Year Return | 11.55 % | ||||
| Three Year Return | 11.92 % | ||||
| Five Year Return | 2.30 % | ||||
| Ten Year Return | 13.27 % | ||||
| Net Asset | 1.45 B | ||||
| Cash Position Weight | 1.39 % | ||||
| Equity Positions Weight | 98.61 % |
About Hartford Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Hartford Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hartford Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hartford Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the funds sub-adviser, Wellington Management Company LLP , believes have superior growth potential. It invests at least 80 percent of its assets in common stocks of small capitalization companies. The advisor defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and SP SmallCap 600 Indices.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Hartford Mutual Fund
Hartford Small financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Small security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |