Hartford Global Impact Fund (HGXIX)
The fund seeks to achieve its objective by investing in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. It may also invest in depositary receipts or other securities that are convertible into securities of foreign issuers and could, at times hold a portion of its assets in cash. Under normal circumstances, the fund will invest at least 40% of its net assets in foreign securities or derivative instruments or other investments with exposure to foreign securities of at least three different countries outside the United States.
Fund Info
US41664T7928
41664T792
Feb 27, 2017
$5,000
Mid-Cap
Growth
Expense Ratio
HGXIX features an expense ratio of 0.89%, 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 Hartford Global Impact 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
Hartford Global Impact Fund had a return of 5.53% year-to-date (YTD) and 14.83% in the last 12 months.
HGXIX
5.53%
1.76%
5.86%
14.83%
6.30%
N/A
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of HGXIX, 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 | 5.98% | 5.53% | |||||||||||
| 2024 | -3.29% | 4.85% | 2.28% | -4.46% | 4.81% | -0.74% | 3.67% | 4.92% | 1.50% | -3.26% | 3.12% | -4.14% | 8.82% |
| 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% | 6.01% | 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% | 0.49% | 8.21% |
| 2020 | 0.85% | -5.05% | -19.24% | 9.33% | 6.02% | 5.30% | 9.08% | 4.86% | 0.86% | 0.39% | 12.97% | 6.36% | 31.37% |
| 2019 | 7.34% | 3.42% | 1.07% | 1.44% | -1.52% | 4.81% | 0.28% | -0.46% | 2.12% | 1.80% | 2.92% | 2.00% | 27.97% |
| 2018 | 4.57% | -5.34% | 2.14% | -1.17% | 0.51% | -0.93% | 3.32% | 1.98% | -3.47% | -7.53% | 3.17% | -18.01% | -20.86% |
| 2017 | 1.30% | 1.18% | 2.44% | 1.81% | 3.17% | -0.00% | 3.17% | 2.28% | 2.66% | -0.26% | 19.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HGXIX is 58, 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 Hartford Global Impact Fund (HGXIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Global Impact Fund provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.15 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.15 | $0.15 | $0.14 | $0.10 | $0.07 | $0.11 | $0.08 | $0.08 | $0.13 |
Dividend yield | 0.93% | 0.98% | 0.97% | 0.78% | 0.43% | 0.68% | 0.70% | 0.82% | 1.08% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 | $0.15 | $0.15 |
| 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 | $0.07 | $0.07 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2017 | $0.13 | $0.13 |
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 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 5.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.01% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -33.7% | Sep 7, 2021 | 280 | Oct 14, 2022 | — | — | — |
| -28.79% | Jan 29, 2018 | 229 | Dec 24, 2018 | 289 | Feb 19, 2020 | 518 |
| -9.24% | Feb 16, 2021 | 15 | Mar 8, 2021 | 33 | Apr 23, 2021 | 48 |
| -6.05% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current Hartford Global Impact Fund volatility is 3.08%, 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.