CTIGX vs. HMDYX
CTIGX (Calamos Timpani SMID Growth Fund) and HMDYX (The Hartford MidCap Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, CTIGX returned 7.63%/yr vs -0.97%/yr for HMDYX. Their correlation of 0.87 means they have usually moved in the same direction. CTIGX charges 1.10%/yr vs 0.79%/yr for HMDYX.
Performance
CTIGX vs. HMDYX - Performance Comparison
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Returns By Period
In the year-to-date period, CTIGX achieves a 13.49% return, which is significantly higher than HMDYX's 2.18% return.
CTIGX
- 1D
- -0.20%
- 1M
- -9.27%
- 6M
- 11.44%
- YTD
- 13.49%
- 1Y
- 33.39%
- 3Y*
- 25.23%
- 5Y*
- 7.63%
- 10Y*
- —
- ALL TIME*
- 13.22%
HMDYX
- 1D
- -0.63%
- 1M
- -5.82%
- 6M
- 0.81%
- YTD
- 2.18%
- 1Y
- -0.90%
- 3Y*
- 3.33%
- 5Y*
- -0.97%
- 10Y*
- 8.24%
- ALL TIME*
- 10.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CTIGX vs. HMDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 13.49% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
HMDYX The Hartford MidCap Fund | 2.18% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 7.42% |
Correlation
The correlation between CTIGX and HMDYX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2019 | 0.87 |
The correlation between CTIGX and HMDYX has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
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Return for Risk
CTIGX vs. HMDYX — Risk / Return Rank
CTIGX
HMDYX
CTIGX vs. HMDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Timpani SMID Growth Fund (CTIGX) and The Hartford MidCap Fund (HMDYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| CTIGX | HMDYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.00 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | -0.15 | +2.00 |
| Martin ratioReturn relative to average drawdown | 7.59 | -0.41 | +8.00 |
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Drawdowns
CTIGX vs. HMDYX - Drawdown Comparison
The maximum CTIGX drawdown since its inception was -46.26%, smaller than the maximum HMDYX drawdown of -50.76%. Use the drawdown chart below to compare losses from any high point for CTIGX and HMDYX.
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Drawdown Indicators
| CTIGX | HMDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.26% | -50.76% | +4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.83% | -15.91% | -0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -29.30% | -26.77% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -46.26% | -32.92% | -13.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.98% | — |
Current DrawdownCurrent decline from peak | -14.01% | -8.80% | -5.21% |
Average DrawdownAverage peak-to-trough decline | -18.30% | -8.86% | -9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 5.66% | -1.56% |
Volatility
CTIGX vs. HMDYX - Volatility Comparison
Calamos Timpani SMID Growth Fund (CTIGX) has a higher volatility of 9.58% compared to The Hartford MidCap Fund (HMDYX) at 6.43%. This indicates that CTIGX's price experiences larger fluctuations and is considered to be riskier than HMDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTIGX | HMDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.58% | 6.43% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 23.85% | 16.80% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.17% | 20.41% | +8.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 21.95% | +5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.27% | 21.63% | +7.64% |
CTIGX vs. HMDYX - Expense Ratio Comparison
CTIGX has a 1.10% expense ratio, which is higher than HMDYX's 0.79% expense ratio.
Dividends
CTIGX vs. HMDYX - Dividend Comparison
CTIGX's dividend yield for the trailing twelve months is around 4.04%, less than HMDYX's 18.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 4.04% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HMDYX The Hartford MidCap Fund | 18.18% | 18.58% | 4.80% | 1.73% | 7.40% | 10.29% | 9.17% | 8.60% | 11.42% | 3.95% | 2.61% | 7.05% |
Frequently Asked Questions
CTIGX and HMDYX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTIGX has higher volatility (9.58%) compared to HMDYX (6.43%). In terms of maximum drawdown, CTIGX dropped -46.26% vs HMDYX's -50.76%.
CTIGX currently has the higher Sharpe Ratio (1.07 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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