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The Hartford Dividend and Growth Fund (HDGYX) Sharpe Ratio: 2.19

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

HDGYX's Sharpe Ratio of 2.19 indicates that for each unit of volatility, it generates 2.19 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

HDGYX Sharpe Ratio Rank

HDGYX Sharpe Ratio Rank: 66.166
Above Average

HDGYX ranks above 66.1% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

HDGYX Sharpe Ratio Market Positioning

The chart shows HDGYX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.30 or lower
  • Yellow zone (middle 50%): 1.30 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.29+
  • Median: 1.94 — half of all investments score higher

How it compares to other similar mutual funds

The table compares The Hartford Dividend and Growth Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how HDGYX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.76
FGINXDelaware Growth and Income Fund3.75
VALAXAl Frank Fund3.63
SABTXSA U.S. Value Fund3.44
MALVXBlackRock Advantage Large Cap Value Fund3.35
NPRTXNeuberger Berman Large Cap Value Fund3.35
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class3.33
IDIVXIntegrity Dividend Harvest Fund3.19
NEIMXNeiman Large Cap Value Fund3.17
IRVSXVoya Russell Large Cap Value Index Portfolio Class S3.17
HDGYXThe Hartford Dividend and Growth Fund2.19

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows HDGYX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HDGYX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does HDGYX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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