The Hartford Growth Opportunities Fund Class I (HGOIX)

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The chart shows the growth of an initial investment of $10,000 in The Hartford Growth Opportunities Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The Hartford Growth Opportunities Fund Class I (HGOIX) has returned -14.11% so far this year and 11.06% over the past 12 months. Looking at the last ten years, HGOIX has achieved an annualized return of 14.20%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 31, 2006, HGOIX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +17.5%, while the worst month was Oct 2008 at -21.3%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HGOIX closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +13.8%, while the worst single day was Mar 16, 2020 at -12.1%.

The Hartford Growth Opportunities Fund Class I has an annualized alpha of 2.51%, beta of 1.06, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since September 01, 2006.

• This fund captured 121.00% of S&P 500 Index gains and 108.10% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.51% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R² of 0.84, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

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

HGOIX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and compare them to a chosen benchmark (S&P 500 Index).

The Hartford Growth Opportunities Fund Class I provided a 7.38% dividend yield over the last twelve months, with an annual payout of $4.50 per share.

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.

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.

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 58.07%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.

The current The Hartford Growth Opportunities Fund Class I drawdown is 17.71%.

The chart below shows the rolling one-month volatility.