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Hartford Dividend and Growth HLS Fund (HIADX) Sharpe Ratio: 2.14

Mutual Fund · Currency in USD · Last updated Jul 22, 2026

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser.At least 80% of the fund's net assets are invested in dividend paying equity securities. The advisor tends to focus on securities of larger, well-established companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

HIADX's Sharpe Ratio of 2.14 indicates that for each unit of volatility, it generates 2.14 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 22, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

HIADX Sharpe Ratio Rank

HIADX Sharpe Ratio Rank: 82.783
Exceptional

HIADX ranks above 82.7% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Suitable as a core holding given strong risk-adjusted returns
  • Monitor rank changes to detect deteriorating return-to-volatility profile
  • Exceptional Sharpe ratio supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

HIADX Sharpe Ratio Market Positioning

The chart shows HIADX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.01 or lower
  • Yellow zone (middle 50%): 1.01 to 1.87
  • Green zone (top 25%): 1.87 or higher
  • Top 1%: 3.82+
  • Median: 1.48 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Hartford Dividend and Growth HLS Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how HIADX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 22, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.56
FGINXDelaware Growth and Income Fund3.54
PKAIXPIMCO RAE US Fund3.15
MALVXBlackRock Advantage Large Cap Value Fund3.11
LSVVXLSV Conservative Value Equity Fund3.07
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class3.01
SUVZXPGIM Quant Solutions Large-Cap Value Fund2.98
SABTXSA U.S. Value Fund2.97
ABVYXAB Value Fund2.96
SLVIXColumbia Select Large Cap Value Fund Institutional Class 22.93
HIADXHartford Dividend and Growth HLS Fund2.14

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows HIADX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HIADX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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