Hartford Dividend and Growth Fund Class A (IHGIX)

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Hartford Dividend and Growth Fund Class A (IHGIX) is up 8.9% since the beginning of the year. IHGIX is currently trading at $37 per share. Investors who bought $1,000 worth of IHGIX shares 5 years ago would now be looking at an investment worth $1,650.

Hartford Dividend and Growth Fund Class A (IHGIX) has returned 8.85% so far this year and 24.10% over the past 12 months. Over the last ten years, IHGIX has returned 12.89% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 22, 1996, IHGIX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +13.3%, while the worst month was Oct 2008 at -16.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IHGIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -12.1%.

Hartford Dividend and Growth Fund Class A has an annualized alpha of 2.11%, beta of 0.87, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since July 23, 1996.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.95%) than losses (84.34%) - typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.11% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.87 and R2 of 0.92, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

IHGIX has a high expense ratio of 0.96%, indicating above-average management fees.

IHGIX ranks 60 for risk / return — better than 60% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and compare them to S&P 500 Index.

Hartford Dividend and Growth Fund Class A provided a 11.57% dividend yield over the last twelve months, with an annual payout of $4.33 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Hartford Dividend and Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Hartford Dividend and Growth Fund Class A. 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 Dividend and Growth Fund Class A was 51.07%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.

The current Hartford Dividend and Growth Fund Class A drawdown is 0.27%.

The chart below shows the rolling one-month volatility.