- ISIN
- US41653L8836
- Issuer
- Hartford
- Inception Date
- Nov 9, 2021
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $203M
Share Price Chart
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Performance
HFGO Performance Chart
Hartford Large Cap Growth ETF (HFGO) is up 7.2% since the beginning of the year. HFGO is currently trading at $29 per share.
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Returns By Period
Hartford Large Cap Growth ETF (HFGO) has returned 7.18% so far this year and 24.88% over the past 12 months.
Hartford Large Cap Growth ETF
- 1D
- -1.71%
- 1M
- -0.27%
- YTD
- 7.18%
- 6M
- 6.63%
- 1Y
- 24.88%
- 3Y*
- 24.55%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
HFGO Monthly Returns History
Based on dividend-adjusted daily data since Nov 10, 2021, HFGO's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +14.1%, while the worst month was Apr 2022 at -16.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, HFGO closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.5%, while the worst single day was Apr 4, 2025 at -7.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.93% | -3.55% | -4.46% | 14.13% | 9.19% | -3.84% | 7.18% | ||||||
| 2025 | 2.95% | -4.77% | -10.01% | 2.21% | 8.40% | 7.68% | 3.36% | 1.09% | 4.35% | 4.28% | -1.84% | -1.66% | 15.52% |
| 2024 | 3.36% | 10.03% | 1.50% | -4.77% | 6.05% | 8.06% | -3.24% | 2.62% | 2.95% | 0.71% | 7.07% | 1.34% | 40.73% |
| 2023 | 10.53% | -1.98% | 7.39% | 0.08% | 6.19% | 5.72% | 3.84% | -2.12% | -7.43% | -1.52% | 12.46% | 4.58% | 42.45% |
| 2022 | -11.01% | -3.26% | 1.68% | -16.56% | -6.69% | -9.77% | 13.17% | -2.68% | -9.67% | 5.66% | 5.11% | -6.80% | -36.69% |
| 2021 | -6.86% | -0.09% | -6.95% |
Benchmark Metrics
Hartford Large Cap Growth ETF has an annualized alpha of -4.07%, beta of 1.35, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since November 10, 2021.
- This ETF participated in 125.17% of S&P 500 Index downside but only 120.27% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -4.07% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -4.07%
- Beta
- 1.35
- R²
- 0.82
- Upside Capture
- 120.27%
- Downside Capture
- 125.17%
Expense Ratio
HFGO has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HFGO ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hartford Large Cap Growth ETF (HFGO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HFGO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.78 | -1.42 |
| Martin ratioReturn relative to average drawdown | 4.30 | 12.44 | -8.14 |
Dividends
Dividend History
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 Large Cap Growth ETF. 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 Large Cap Growth ETF was 44.64%, occurring on Jun 16, 2022. Recovery took 489 trading sessions.
The current Hartford Large Cap Growth ETF drawdown is 5.24%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -44.64%Jun 2022 | 7mo 1d | 1y 11mo | 2y 6moNov 2021 - May 2024 |
2025 selloff2025 | -25.19%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
2026 correction2026 | -18.29%Mar 2026 | 5mo 1d | 1mo 7d | 6mo 8dOct 2025 - May 2026 |
2024 correction2024 | -14.24%Aug 2024 | 25d | 2mo 5d | 3moJul 2024 - Oct 2024 |
2026 pullback2026 | -8.58%Jun 2026 | 8d | — | 21d 6hJun 2026 - now |
Drawdown Indicators
| HFGO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.64% | -56.78% | +12.14% |
Max Drawdown (1Y)Largest decline over 1 year | -18.29% | -9.10% | -9.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -18.90% | -6.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.24% | -1.80% | -3.44% |
Average DrawdownAverage peak-to-trough decline | -15.99% | -10.71% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 2.03% | +3.77% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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