- ISIN
- US41664T7928
- CUSIP
- 41664T792
- Issuer
- Hartford
- Inception Date
- Feb 27, 2017
- Category
- Global Equities
- Min. Investment
- $5,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HGXIX Performance Chart
Hartford Global Impact Fund (HGXIX) is up 12.9% since the beginning of the year. HGXIX is currently trading at $19 per share. Investors who bought $1,000 worth of HGXIX shares 5 years ago would now be looking at an investment worth $1,209.
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Returns By Period
Hartford Global Impact Fund (HGXIX) has returned 12.88% so far this year and 16.47% over the past 12 months.
Hartford Global Impact Fund
- 1D
- 1.07%
- 1M
- 1.61%
- YTD
- 12.88%
- 6M
- 12.21%
- 1Y
- 16.47%
- 3Y*
- 12.16%
- 5Y*
- 3.87%
- 10Y*
- —
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%
HGXIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 28, 2017, HGXIX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +13.0%, while the worst month was Mar 2020 at -19.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, HGXIX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.6%, 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 | 4.41% | 2.06% | -7.22% | 7.42% | 6.46% | -0.16% | 12.88% | ||||||
| 2025 | 5.98% | -3.01% | -3.35% | 1.90% | 5.33% | 3.11% | -0.77% | 3.52% | -0.00% | -2.19% | -0.24% | -0.53% | 9.62% |
| 2024 | -3.29% | 4.86% | 2.28% | -4.46% | 4.81% | -0.74% | 3.67% | 4.92% | 1.50% | -3.26% | 3.12% | -5.06% | 7.78% |
| 2023 | 7.46% | -3.14% | -0.23% | -0.38% | -2.05% | 5.27% | 3.53% | -5.33% | -5.71% | -4.14% | 11.22% | 7.69% | 13.19% |
| 2022 | -8.03% | -0.79% | 0.46% | -9.29% | -2.69% | -8.51% | 9.30% | -4.33% | -6.63% | 6.02% | 6.23% | -4.83% | -22.53% |
| 2021 | 0.33% | 0.39% | -0.13% | 5.50% | 1.29% | 1.88% | 1.13% | 3.41% | -5.57% | 4.69% | -4.89% | 2.95% | 10.86% |
Benchmark Metrics
Hartford Global Impact Fund has an annualized alpha of -0.91%, beta of 0.84, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since February 28, 2017.
- This fund participated in 94.94% of S&P 500 Index downside but only 83.47% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.91%
- Beta
- 0.84
- R²
- 0.81
- Upside Capture
- 83.47%
- Downside Capture
- 94.94%
Expense Ratio
HGXIX has an expense ratio of 0.89%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HGXIX ranks 19 for risk / return — in the bottom 19% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hartford Global Impact Fund (HGXIX) 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.
| HGXIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.78 | -1.25 |
| Martin ratioReturn relative to average drawdown | 4.64 | 12.44 | -7.80 |
Dividends
Dividend History
Hartford Global Impact Fund provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.09 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.09 | $0.09 | $0.00 | $0.14 | $0.10 | $0.47 | $0.11 | $0.08 | $1.38 | $0.48 |
Dividend yield | 0.48% | 0.54% | 0.00% | 0.97% | 0.78% | 2.85% | 0.69% | 0.71% | 14.85% | 4.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Global Impact 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.09 | $0.09 |
| 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 | $0.14 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
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 Hartford Global Impact 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 Hartford Global Impact Fund was 36.01%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current Hartford Global Impact Fund drawdown is 1.61%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -36.01%Mar 2020 | 1mo 2d | 4mo 16d | 5mo 18dFeb 2020 - Aug 2020 |
Bear market2022 | -32.08%Oct 2022 | 1y 1mo | 2y 8mo | 3y 10moSep 2021 - Jul 2025 |
Rate-hike selloffLate 2018 | -19.11%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2026 correction2026 | -10.61%Mar 2026 | 1mo 16d | 1mo 6d | 2mo 22dFeb 2026 - May 2026 |
2021 pullback2021 | -9.24%Mar 2021 | 20d | 1mo 16d | 2mo 6dFeb 2021 - Apr 2021 |
Drawdown Indicators
| HGXIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.01% | -56.78% | +20.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -9.10% | -1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -15.74% | -18.90% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -25.43% | -6.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.61% | -1.80% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -10.71% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.03% | +1.48% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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