HADAX vs. HGOIX
Compare and contrast key facts about Hartford Balanced HLS Fund (HADAX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HADAX is managed by Hartford. It was launched on Mar 30, 1983. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HADAX vs. HGOIX - Performance Comparison
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HADAX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HADAX Hartford Balanced HLS Fund | -5.33% | 12.10% | 11.30% | 14.79% | -13.70% | 19.69% | 11.54% | 22.68% | -5.35% | 15.59% |
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
Returns By Period
In the year-to-date period, HADAX achieves a -5.33% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HADAX has underperformed HGOIX with an annualized return of 8.14%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HADAX
- 1D
- 0.11%
- 1M
- -5.55%
- YTD
- -5.33%
- 6M
- -2.33%
- 1Y
- 7.22%
- 3Y*
- 9.34%
- 5Y*
- 5.83%
- 10Y*
- 8.14%
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
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HADAX vs. HGOIX - Expense Ratio Comparison
HADAX has a 0.62% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HADAX vs. HGOIX — Risk / Return Rank
HADAX
HGOIX
HADAX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Balanced HLS Fund (HADAX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.
| HADAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.46 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.81 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.46 | +0.43 |
Martin ratioReturn relative to average drawdown | 3.53 | 1.60 | +1.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HADAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.46 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.22 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.61 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.49 | -0.48 |
Correlation
The correlation between HADAX and HGOIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HADAX vs. HGOIX - Dividend Comparison
HADAX's dividend yield for the trailing twelve months is around 12.57%, more than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HADAX Hartford Balanced HLS Fund | 12.57% | 11.90% | 9.05% | 4.62% | 17.33% | 6.29% | 6.62% | 10.54% | 7.27% | 2.29% | 2.80% | 1.95% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HADAX vs. HGOIX - Drawdown Comparison
The maximum HADAX drawdown since its inception was -91.68%, which is greater than HGOIX's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HADAX and HGOIX.
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Drawdown Indicators
| HADAX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.68% | -58.07% | -33.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -17.71% | +10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.82% | -44.99% | +26.17% |
Max Drawdown (10Y)Largest decline over 10 years | -26.36% | -44.99% | +18.63% |
Current DrawdownCurrent decline from peak | -6.89% | -17.71% | +10.82% |
Average DrawdownAverage peak-to-trough decline | -24.51% | -12.07% | -12.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 5.13% | -3.28% |
Volatility
HADAX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Balanced HLS Fund (HADAX) is 3.05%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HADAX experiences smaller price fluctuations and is considered to be less risky than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HADAX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 6.70% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.58% | 14.08% | -7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.52% | 23.66% | -12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | 25.06% | -14.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.89% | 23.33% | -11.44% |