The Hartford Healthcare Fund (HGHYX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.
Fund Info
US4166453641
416645364
Apr 30, 2000
$250,000
Large-Cap
Growth
Expense Ratio
HGHYX has a high expense ratio of 1.00%, indicating above-average management fees.
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
The Hartford Healthcare Fund (HGHYX) returned -7.17% year-to-date (YTD) and -10.46% over the past 12 months. Over the past 10 years, HGHYX returned 5.26% annually, underperforming the S&P 500 benchmark at 10.84%.
HGHYX
-7.17%
-5.22%
-13.12%
-10.46%
-0.36%
2.05%
5.26%
^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 HGHYX, 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 | 6.01% | -1.68% | -3.46% | -1.70% | -6.15% | -7.17% | |||||||
| 2024 | 1.42% | 3.74% | 2.15% | -4.33% | 2.24% | 2.05% | 2.46% | 6.05% | -2.66% | -5.53% | 0.10% | -6.58% | 0.24% |
| 2023 | -0.58% | -4.64% | 1.56% | 4.07% | -2.60% | 4.42% | -0.41% | -1.32% | -4.24% | -3.75% | 6.62% | 5.70% | 4.04% |
| 2022 | -10.69% | 0.36% | 3.14% | -7.71% | -0.36% | -1.60% | 4.84% | -5.73% | -3.43% | 7.59% | 4.93% | -1.80% | -11.49% |
| 2021 | 1.72% | -2.01% | -0.12% | 4.60% | 0.08% | 3.86% | 1.26% | 2.37% | -5.48% | 2.79% | -4.97% | 6.41% | 10.24% |
| 2020 | -1.93% | -5.00% | -6.99% | 14.12% | 6.24% | -0.17% | 3.46% | 3.47% | -0.87% | -2.22% | 8.32% | 4.40% | 23.07% |
| 2019 | 9.64% | 2.91% | 1.15% | -2.22% | -3.35% | 7.42% | -0.37% | -1.47% | -1.64% | 6.15% | 7.83% | 4.47% | 33.74% |
| 2018 | 6.67% | -3.68% | -1.07% | -0.72% | 4.64% | -0.07% | 4.29% | 4.73% | 0.07% | -10.85% | 4.68% | -9.71% | -2.81% |
| 2017 | 4.73% | 7.08% | 0.52% | 1.54% | 0.85% | 5.63% | 0.23% | 1.02% | 0.27% | -2.76% | 1.80% | -0.37% | 22.09% |
| 2016 | -13.04% | -2.09% | 2.89% | 2.99% | 3.47% | 0.49% | 5.91% | -4.83% | 1.98% | -8.09% | 2.69% | 0.91% | -8.15% |
| 2015 | 2.94% | 4.49% | 1.87% | -2.26% | 6.48% | 1.10% | 3.32% | -7.01% | -8.14% | 6.75% | 3.62% | 0.30% | 12.90% |
| 2014 | 3.96% | 6.62% | -3.16% | -3.01% | 3.45% | 4.04% | -1.63% | 4.31% | -1.17% | 6.78% | 3.66% | 0.84% | 26.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HGHYX is 1, meaning it’s performing worse than 99% 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 The Hartford Healthcare Fund (HGHYX) 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
The Hartford Healthcare Fund provided a 5.10% dividend yield over the last twelve months, with an annual payout of $2.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.05 | $2.05 | $0.00 | $0.36 | $4.37 | $5.17 | $2.36 | $2.48 | $1.79 | $3.02 | $5.22 | $2.49 |
Dividend yield | 5.10% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 5.36% | 7.15% | 4.67% | 9.23% | 13.39% | 6.36% |
Monthly Dividends
The table displays the monthly dividend distributions for The Hartford Healthcare 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 | $2.05 | $2.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.37 | $4.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.17 | $5.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 | $2.36 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 | $2.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $1.79 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.02 | $3.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.22 | $5.22 |
| 2014 | $2.49 | $2.49 |
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 The Hartford Healthcare 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 The Hartford Healthcare Fund was 42.58%, occurring on Mar 5, 2009. Recovery took 522 trading sessions.
The current The Hartford Healthcare Fund drawdown is 20.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.58% | Dec 11, 2007 | 309 | Mar 5, 2009 | 522 | Mar 30, 2011 | 831 |
| -30.58% | Mar 19, 2002 | 87 | Jul 23, 2002 | 226 | Jun 16, 2003 | 313 |
| -28.51% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -25.42% | Sep 7, 2021 | 197 | Jun 16, 2022 | 543 | Aug 15, 2024 | 740 |
| -24.62% | Jul 21, 2015 | 143 | Feb 11, 2016 | 328 | Jun 1, 2017 | 471 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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