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The Hartford Growth Opportunities Fund Class I (HG...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US4166412076

CUSIP

416641207

Issuer

Hartford

Inception Date

Feb 19, 2002

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

HGOIX has an expense ratio of 0.82%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

The Hartford Growth Opportunities Fund Class I (HGOIX) returned -2.83% year-to-date (YTD) and 13.71% over the past 12 months. Over the past 10 years, HGOIX delivered an annualized return of 13.61%, outperforming the S&P 500 benchmark at 10.84%.


HGOIX

YTD

-2.83%

1M

8.40%

6M

-0.97%

1Y

13.71%

3Y*

21.19%

5Y*

13.56%

10Y*

13.61%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of HGOIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.00%-5.42%-9.88%2.20%8.31%-2.83%
20243.90%11.51%1.96%-5.24%6.01%7.37%-3.25%2.75%2.60%0.91%7.34%1.08%42.27%
202310.21%-2.55%7.09%-0.21%6.08%5.53%4.65%-2.04%-7.38%-2.01%12.35%4.97%40.98%
2022-11.08%-3.00%1.35%-16.25%-6.74%-9.77%12.84%-3.07%-9.71%5.83%5.24%-6.84%-36.87%
2021-1.25%3.33%-0.65%5.17%-3.92%5.72%2.44%1.81%-4.44%4.13%-4.15%-0.13%7.59%
20202.97%-5.13%-11.30%17.48%11.61%6.30%10.02%9.32%-1.19%-3.06%10.65%5.30%62.12%
201911.85%6.34%1.72%5.02%-4.94%5.99%-0.36%-1.99%-4.01%1.97%5.87%0.58%30.28%
20187.64%-1.46%-1.58%0.13%7.59%1.91%0.04%6.69%0.09%-12.14%3.79%-11.14%-0.78%
20175.17%2.59%2.20%2.22%3.49%0.72%3.05%1.09%1.39%4.19%0.92%0.14%30.63%
2016-10.06%-1.23%6.75%1.41%2.73%-0.91%5.18%-0.20%0.68%-3.01%-0.03%-1.22%-0.92%
20150.42%6.04%-0.02%1.20%2.40%0.07%3.51%-6.68%-3.87%7.09%1.52%-0.79%10.57%
2014-2.00%7.09%-3.73%-2.17%4.02%3.69%-2.68%5.06%-2.26%3.73%4.17%-1.40%13.50%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HGOIX is 43, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HGOIX is 4343
Overall Rank
The Sharpe Ratio Rank of HGOIX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of HGOIX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of HGOIX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of HGOIX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of HGOIX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The Hartford Growth Opportunities Fund Class I Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.51
  • 5-Year: 0.53
  • 10-Year: 0.58
  • All Time: 0.52

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of The Hartford Growth Opportunities Fund Class I compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

The Hartford Growth Opportunities Fund Class I provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$2.00$4.00$6.00$8.00$10.00$12.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$11.96$7.91$2.53$10.54$3.88$1.40$3.42$7.73

Dividend yield

0.00%0.00%0.00%0.00%22.80%13.21%6.00%30.76%8.69%3.76%8.81%20.22%

Monthly Dividends

The table displays the monthly dividend distributions for The Hartford Growth Opportunities Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.00$0.00
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$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$11.96$11.96
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.91$7.91
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.53$2.53
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$10.54$10.54
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.88$3.88
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.40$1.40
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.42$3.42
2014$7.73$7.73

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 Growth Opportunities Fund Class I. 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 Growth Opportunities Fund Class I was 58.18%, occurring on Mar 9, 2009. Recovery took 993 trading sessions.

The current The Hartford Growth Opportunities Fund Class I drawdown is 7.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.18%Nov 1, 2007338Mar 9, 2009993Feb 19, 20131331
-44.99%Nov 9, 2021235Oct 14, 2022405May 28, 2024640
-33.26%Feb 20, 202020Mar 18, 202046May 22, 202066
-25.48%Aug 30, 201880Dec 24, 201875Apr 12, 2019155
-25.42%Jan 24, 202552Apr 8, 2025
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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