Hartford Climate Opportunities Fund (HEOYX)
The fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. Under normal market conditions, the fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies.
Fund Info
US41664T8348
41664T834
Feb 28, 2016
$250,000
Large-Cap
Growth
Expense Ratio
HEOYX has an expense ratio of 0.79%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Hartford Climate Opportunities Fund (HEOYX) returned 6.81% year-to-date (YTD) and 4.70% over the past 12 months.
HEOYX
6.81%
5.89%
0.62%
4.70%
6.68%
12.54%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of HEOYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.00% | -1.26% | -3.10% | 1.38% | 5.89% | 6.81% | |||||||
| 2024 | -3.64% | 6.41% | 4.44% | -3.09% | 5.95% | -3.61% | 2.88% | 1.19% | 4.00% | -3.85% | 3.42% | -6.44% | 6.75% |
| 2023 | 8.84% | -3.37% | 2.73% | -1.66% | -1.22% | 6.17% | 2.32% | -5.04% | -5.98% | -6.36% | 9.20% | 7.10% | 11.49% |
| 2022 | -7.84% | -2.65% | 1.88% | -7.88% | 0.90% | -9.57% | 9.98% | -3.51% | -9.97% | 5.77% | 10.40% | -4.68% | -18.30% |
| 2021 | 1.01% | 0.44% | 4.11% | 2.81% | -0.12% | 0.06% | 2.39% | 3.41% | -5.71% | 6.47% | -3.67% | 3.30% | 14.78% |
| 2020 | -1.58% | -4.91% | -15.87% | 10.27% | 7.49% | 5.37% | 10.72% | 6.86% | -0.60% | -0.08% | 14.30% | 7.01% | 41.34% |
| 2019 | 8.92% | 4.41% | -0.40% | 4.85% | -6.74% | 8.57% | -1.14% | -1.92% | 3.73% | 3.50% | 2.93% | 3.98% | 33.96% |
| 2018 | 0.88% | -5.00% | 1.42% | -0.25% | -0.99% | -2.92% | 3.01% | 0.17% | -0.25% | -8.10% | 2.09% | -8.71% | -17.85% |
| 2017 | 3.21% | 1.90% | 1.27% | 2.43% | 4.00% | -0.08% | 2.20% | 0.62% | 2.07% | 2.32% | -0.29% | 0.44% | 21.92% |
| 2016 | 7.02% | 1.39% | 2.01% | 0.63% | 3.91% | 0.43% | 1.28% | -2.94% | -1.56% | 1.86% | 14.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HEOYX is 20, meaning it’s performing worse than 80% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Climate Opportunities Fund (HEOYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Hartford Climate Opportunities Fund provided a 2.62% dividend yield over the last twelve months, with an annual payout of $0.45 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.45 | $0.45 | $0.12 | $0.16 | $0.95 | $0.23 | $0.32 | $1.55 | $1.18 | $0.36 |
Dividend yield | 2.62% | 2.80% | 0.77% | 1.15% | 5.53% | 1.48% | 2.81% | 17.79% | 9.43% | 3.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Climate Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $1.55 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.18 |
| 2016 | $0.36 | $0.36 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Climate Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hartford Climate Opportunities Fund was 34.68%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.
The current Hartford Climate Opportunities Fund drawdown is 1.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.68% | Feb 21, 2020 | 22 | Mar 23, 2020 | 78 | Jul 14, 2020 | 100 |
| -28.45% | Nov 5, 2021 | 237 | Oct 14, 2022 | 438 | Jul 16, 2024 | 675 |
| -23.68% | Jan 29, 2018 | 229 | Dec 24, 2018 | 214 | Oct 30, 2019 | 443 |
| -17.09% | Oct 1, 2024 | 130 | Apr 8, 2025 | 26 | May 15, 2025 | 156 |
| -9.07% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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