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
US4165298161
416529816
Feb 19, 2002
$250,000
Large-Cap
Growth
Expense Ratio
HGOYX has an expense ratio of 0.84%, 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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Returns By Period
The Hartford Growth Opportunities Fund (HGOYX) returned -2.82% year-to-date (YTD) and 13.75% over the past 12 months. Over the past 10 years, HGOYX delivered an annualized return of 13.68%, outperforming the S&P 500 benchmark at 10.84%.
HGOYX
-2.82%
8.41%
-0.95%
13.75%
21.21%
13.57%
13.68%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.00% | -5.43% | -9.87% | 2.18% | 8.33% | -2.82% | |||||||
| 2024 | 3.90% | 11.51% | 1.95% | -5.25% | 6.01% | 7.38% | -3.24% | 2.75% | 2.60% | 0.90% | 7.34% | 1.09% | 42.30% |
| 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% | -16.25% | -6.75% | -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% | 11.60% | 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% | 0.57% | 30.36% |
| 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% | 30.77% |
| 2016 | -10.04% | -1.22% | 6.77% | 1.44% | 2.74% | -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% | 4.02% | 3.69% | -2.64% | 5.07% | -2.24% | 3.73% | 4.20% | -1.40% | 13.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HGOYX is 44, indicating average performance compared to other mutual funds on our website. Here’s 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 (HGOYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
The Hartford Growth Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $11.96 | $7.91 | $2.53 | $10.54 | $3.88 | $1.40 | $3.47 | $7.73 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% | 19.25% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $3.47 | $3.47 |
| 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. 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 991 trading sessions.
The current The Hartford Growth Opportunities Fund drawdown is 7.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.14% | Nov 1, 2007 | 338 | Mar 9, 2009 | 991 | Feb 14, 2013 | 1329 |
| -44.98% | Nov 9, 2021 | 235 | Oct 14, 2022 | 405 | May 28, 2024 | 640 |
| -38.83% | Mar 20, 2002 | 141 | Oct 9, 2002 | 268 | Nov 3, 2003 | 409 |
| -33.26% | Feb 20, 2020 | 20 | Mar 18, 2020 | 46 | May 22, 2020 | 66 |
| -25.4% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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