The Hartford Growth Opportunities Fund (HGOYX)
The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes exhibit long-term growth potential. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.
Fund Info
| ISIN | US4165298161 |
|---|---|
| CUSIP | 416529816 |
| Issuer | Hartford |
| Inception Date | Feb 19, 2002 |
| Category | Large Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
HGOYX features an expense ratio of 0.84%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: HGOYX vs. FKDNX, HGOYX vs. VOO, HGOYX vs. OLGAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in The Hartford Growth Opportunities Fund, 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 had a return of 25.85% year-to-date (YTD) and 39.03% in the last 12 months. Over the past 10 years, The Hartford Growth Opportunities Fund had an annualized return of 14.25%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.85% | 18.13% |
| 1 month | -0.15% | 1.45% |
| 6 months | 8.07% | 8.81% |
| 1 year | 39.03% | 26.52% |
| 5 years (annualized) | 15.54% | 13.43% |
| 10 years (annualized) | 14.25% | 10.88% |
Monthly Returns
The table below presents the monthly returns of HGOYX, 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% | 1.95% | -5.25% | 6.54% | 6.85% | -3.24% | 2.75% | 25.85% | ||||
| 2023 | 10.21% | -2.55% | 7.09% | -0.21% | 6.08% | 5.53% | 4.64% | -2.05% | -7.39% | -1.97% | 12.32% | 5.00% | 40.99% |
| 2022 | -11.08% | -3.00% | 1.35% | -12.49% | -10.76% | -9.76% | 12.81% | -3.06% | -9.71% | 5.82% | 5.27% | -6.85% | -36.88% |
| 2021 | -1.25% | 3.33% | -0.65% | 5.17% | -3.92% | 5.72% | 2.43% | 1.81% | -4.44% | 4.13% | -4.15% | -0.10% | 7.60% |
| 2020 | 2.98% | -5.11% | -11.29% | 17.47% | 11.61% | 6.30% | 10.05% | 9.31% | -1.20% | -3.06% | 10.65% | 5.30% | 62.18% |
| 2019 | 11.87% | 6.34% | 1.72% | 5.04% | -4.94% | 6.00% | -0.36% | -2.00% | -3.99% | 1.95% | 5.90% | 0.58% | 30.37% |
| 2018 | 7.63% | -1.45% | -1.59% | 0.12% | 7.60% | 1.93% | 0.04% | 6.71% | 0.09% | -12.14% | 3.79% | -11.07% | -0.67% |
| 2017 | 5.16% | 2.61% | 2.21% | 2.23% | 3.49% | 0.74% | 3.05% | 1.11% | 1.37% | 4.19% | 0.92% | 0.15% | 30.76% |
| 2016 | -10.04% | -1.22% | 6.77% | 1.44% | 2.73% | -0.89% | 5.17% | -0.19% | 0.69% | -2.99% | -0.02% | -1.18% | -0.72% |
| 2015 | 0.45% | 6.05% | -0.02% | 1.22% | 2.40% | 0.11% | 3.51% | -6.68% | -3.87% | 7.13% | 1.52% | -0.78% | 10.73% |
| 2014 | -1.97% | 7.11% | -3.72% | -2.16% | 4.03% | 3.68% | -2.64% | 5.06% | -2.24% | 3.73% | 4.20% | -1.40% | 13.69% |
| 2013 | 5.38% | 0.44% | 2.54% | 0.85% | 4.49% | -1.95% | 7.22% | -0.54% | 4.55% | 1.41% | 2.71% | 3.93% | 35.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HGOYX is 56, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) 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 granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $11.96 | $7.91 | $2.53 | $10.54 | $3.88 | $1.40 | $3.47 | $7.73 | $1.51 |
Dividend yield | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% | 19.25% | 3.58% |
Monthly Dividends
The table displays the monthly dividend distributions for The Hartford Growth Opportunities 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $3.47 | $3.47 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.73 | $7.73 |
| 2013 | $1.51 | $1.51 |
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. 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 was 58.14%, occurring on Mar 9, 2009. Recovery took 992 trading sessions.
The current The Hartford Growth Opportunities Fund drawdown is 8.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.14% | Nov 1, 2007 | 339 | Mar 9, 2009 | 992 | Feb 14, 2013 | 1331 |
| -51.74% | Dec 9, 2021 | 214 | Oct 14, 2022 | — | — | — |
| -38.83% | Mar 20, 2002 | 142 | Oct 9, 2002 | 269 | Nov 3, 2003 | 411 |
| -33.26% | Feb 20, 2020 | 20 | Mar 18, 2020 | 46 | May 22, 2020 | 66 |
| -25.39% | Aug 30, 2018 | 80 | Dec 24, 2018 | 74 | Apr 11, 2019 | 154 |
Volatility
Volatility Chart
The current The Hartford Growth Opportunities Fund volatility is 6.81%, 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.