The Hartford Growth Opportunities Fund Class I (HGOIX)
The Hartford Growth Opportunities Fund (HGOIX) is a type of mutual fund that focuses on investing in stocks with long-term growth potential. The fund is managed by a sub-adviser who chooses a diverse range of stocks across different industries, companies, and market capitalizations. The fund aims to provide investors with exposure to a broad range of growth opportunities.
Fund Info
US4166412076
416641207
Feb 19, 2002
$2,000
Large-Cap
Growth
Expense Ratio
HGOIX features an expense ratio of 0.82%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
The Hartford Growth Opportunities Fund Class I had a return of 45.69% year-to-date (YTD) and 46.01% in the last 12 months. Over the past 10 years, The Hartford Growth Opportunities Fund Class I had an annualized return of 5.85%, while the S&P 500 had an annualized return of 11.11%, indicating that The Hartford Growth Opportunities Fund Class I did not perform as well as the benchmark.
HGOIX
45.69%
4.37%
16.34%
46.01%
10.10%
5.85%
^GSPC (Benchmark)
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.90% | 11.51% | 1.96% | -5.24% | 6.01% | 7.37% | -3.25% | 2.75% | 2.60% | 0.91% | 7.34% | 45.69% | |
| 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% | -18.68% | -12.39% |
| 2020 | 2.97% | -5.13% | -11.30% | 17.48% | 11.61% | 6.30% | 10.02% | 9.32% | -1.19% | -3.06% | 10.65% | -7.52% | 42.38% |
| 2019 | 11.85% | 6.34% | 1.72% | 5.02% | -4.94% | 5.99% | -0.36% | -1.99% | -4.01% | 1.97% | 5.87% | -5.27% | 22.70% |
| 2018 | 7.64% | -1.46% | -1.58% | 0.13% | 7.59% | 1.91% | 0.04% | 6.69% | 0.09% | -12.14% | 3.79% | -31.20% | -23.18% |
| 2017 | 5.17% | 2.59% | 2.20% | 2.22% | 3.49% | 0.72% | 3.05% | 1.09% | 1.39% | 4.19% | 0.92% | -7.93% | 20.11% |
| 2016 | -10.06% | -1.23% | 6.75% | 1.41% | 2.73% | -0.91% | 5.18% | -0.20% | 0.68% | -3.01% | -0.03% | -4.74% | -4.45% |
| 2015 | 0.42% | 6.04% | -0.02% | 1.20% | 2.40% | 0.07% | 3.51% | -6.68% | -3.87% | 7.09% | 1.52% | -8.67% | 1.80% |
| 2014 | -2.00% | 7.09% | -3.74% | -2.17% | 4.02% | 3.69% | -2.68% | 5.06% | -2.26% | 3.73% | 4.17% | -18.10% | -5.72% |
| 2013 | 5.35% | 0.43% | 2.55% | 0.83% | 4.48% | -1.96% | 7.21% | -0.56% | 4.54% | 1.39% | 2.68% | 0.02% | 30.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, HGOIX is among the top 12% of 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 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.
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.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.06 | $0.06 |
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.
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 63.20%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.
The current The Hartford Growth Opportunities Fund Class I drawdown is 2.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.2% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1107 | Aug 1, 2013 | 1445 |
| -55.21% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -42.99% | Aug 30, 2018 | 389 | Mar 18, 2020 | 85 | Jul 20, 2020 | 474 |
| -32.2% | Nov 28, 2014 | 300 | Feb 8, 2016 | 420 | Oct 6, 2017 | 720 |
| -13.47% | Dec 9, 2020 | 107 | May 13, 2021 | 49 | Jul 23, 2021 | 156 |
Volatility
Volatility Chart
The current The Hartford Growth Opportunities Fund Class I volatility is 5.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.