- ISIN
- US4166412076
- CUSIP
- 416641207
- Issuer
- Hartford
- Inception Date
- Feb 19, 2002
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HGOIX Performance Chart
The Hartford Growth Opportunities Fund Class I (HGOIX) is up 10.8% since the beginning of the year. HGOIX is currently trading at $79 per share. Investors who bought $1,000 worth of HGOIX shares 5 years ago would now be looking at an investment worth $1,630.
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Returns By Period
The Hartford Growth Opportunities Fund Class I (HGOIX) has returned 10.79% so far this year and 27.66% over the past 12 months. Looking at the last ten years, HGOIX has achieved an annualized return of 16.85%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
The Hartford Growth Opportunities Fund Class I
- 1D
- 2.25%
- 1M
- 2.14%
- YTD
- 10.79%
- 6M
- 9.80%
- 1Y
- 27.66%
- 3Y*
- 25.38%
- 5Y*
- 10.27%
- 10Y*
- 16.85%
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%
HGOIX Monthly Returns History
Based on dividend-adjusted daily data since Aug 31, 2006, HGOIX's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.94% | -3.99% | -4.52% | 14.21% | 9.53% | -1.48% | 10.79% | ||||||
| 2025 | 3.00% | -5.42% | -9.88% | 2.20% | 8.29% | 7.59% | 3.07% | 0.75% | 4.24% | 3.79% | -1.97% | -1.40% | 13.52% |
| 2024 | 3.90% | 11.51% | 1.96% | -5.24% | 6.01% | 7.37% | -3.25% | 2.75% | 2.60% | 0.91% | 7.34% | 1.08% | 42.27% |
| 2023 | 10.21% | -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% |
Benchmark Metrics
The Hartford Growth Opportunities Fund Class I has an annualized alpha of 2.87%, beta of 1.07, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since August 31, 2006.
- This fund captured 122.34% of S&P 500 Index gains and 107.89% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.87% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.07 and R2 of 0.83, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.87%
- Beta
- 1.07
- R²
- 0.83
- Upside Capture
- 122.34%
- Downside Capture
- 107.89%
Expense Ratio
HGOIX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HGOIX ranks 23 for risk / return — below 23% of mutual funds 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 The Hartford Growth Opportunities Fund Class I (HGOIX) 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.
| HGOIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.78 | -1.27 |
| Martin ratioReturn relative to average drawdown | 4.96 | 12.44 | -7.47 |
Dividends
Dividend History
The Hartford Growth Opportunities Fund Class I provided a 5.72% dividend yield over the last twelve months, with an annual payout of $4.50 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.50 | $4.50 | $0.00 | $0.00 | $0.00 | $11.96 | $7.91 | $2.53 | $10.54 | $3.88 | $1.40 | $3.42 |
Dividend yield | 5.72% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.50 | $4.50 |
| 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 |
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 58.07%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
The current The Hartford Growth Opportunities Fund Class I drawdown is 3.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.07%Mar 2009 | 1y 4mo | 3y 11mo | 5y 3moNov 2007 - Feb 2013 |
Bear market2022 | -44.99%Oct 2022 | 11mo 9d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
COVID crash2020 | -33.26%Mar 2020 | 27d | 2mo 5d | 3mo 2dFeb 2020 - May 2020 |
Rate-hike selloffLate 2018 | -25.48%Dec 2018 | 3mo 26d | 3mo 19d | 7mo 15dAug 2018 - Apr 2019 |
2025 selloff2025 | -25.42%Apr 2025 | 2mo 14d | 3mo 2d | 5mo 16dJan 2025 - Jul 2025 |
Drawdown Indicators
| HGOIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -56.78% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -9.10% | -8.61% |
Max Drawdown (3Y)Largest decline over 3 years | -25.42% | -18.90% | -6.52% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -25.43% | -19.56% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -33.92% | -11.07% |
Current DrawdownCurrent decline from peak | -3.39% | -1.80% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -10.71% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 2.03% | +3.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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