HAHYX vs. HGOYX
HAHYX (Hartford High Yield Fund) and HGOYX (The Hartford Growth Opportunities Fund) are both mutual funds - HAHYX is a High Yield Bonds fund managed by Hartford, while HGOYX is a Large Cap Growth Equities fund managed by Hartford. Over the past 10 years, HAHYX returned 5.24%/yr vs 17.04%/yr for HGOYX. At a 0.33 correlation, their price movements are largely independent. HAHYX charges 0.66%/yr vs 0.84%/yr for HGOYX.
Performance
HAHYX vs. HGOYX - Performance Comparison
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Returns By Period
In the year-to-date period, HAHYX achieves a 1.25% return, which is significantly lower than HGOYX's 13.28% return. Over the past 10 years, HAHYX has underperformed HGOYX with an annualized return of 5.24%, while HGOYX has yielded a comparatively higher 17.04% annualized return.
HAHYX
- 1D
- -0.43%
- 1M
- 0.49%
- YTD
- 1.25%
- 6M
- 1.91%
- 1Y
- 7.43%
- 3Y*
- 7.72%
- 5Y*
- 3.58%
- 10Y*
- 5.24%
HGOYX
- 1D
- -1.13%
- 1M
- 9.21%
- YTD
- 13.28%
- 6M
- 11.25%
- 1Y
- 29.68%
- 3Y*
- 27.44%
- 5Y*
- 11.43%
- 10Y*
- 17.04%
HAHYX vs. HGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAHYX Hartford High Yield Fund | 1.25% | 9.35% | 5.52% | 11.88% | -10.40% | 3.37% | 7.02% | 15.01% | -3.27% | 8.11% |
HGOYX The Hartford Growth Opportunities Fund | 13.28% | 13.55% | 42.30% | 40.99% | -36.88% | 7.60% | 62.18% | 30.37% | -0.67% | 30.76% |
Correlation
The correlation between HAHYX and HGOYX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2002 | 0.33 |
Over the past year, HAHYX and HGOYX have become more correlated (0.54) than their long-term average of 0.33, meaning their price movements have been converging.
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Return for Risk
HAHYX vs. HGOYX — Risk / Return Rank
HAHYX
HGOYX
HAHYX vs. HGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford High Yield Fund (HAHYX) and The Hartford Growth Opportunities Fund (HGOYX). 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.
| HAHYX | HGOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.29 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.74 | +0.76 |
| Martin ratioReturn relative to average drawdown | 11.86 | 5.83 | +6.03 |
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
| HAHYX | HGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.65 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.46 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.73 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.56 | +0.51 |
Drawdowns
HAHYX vs. HGOYX - Drawdown Comparison
The maximum HAHYX drawdown since its inception was -32.78%, smaller than the maximum HGOYX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for HAHYX and HGOYX.
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Drawdown Indicators
| HAHYX | HGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -58.04% | +25.26% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -17.70% | +14.65% |
Max Drawdown (3Y)Largest decline over 3 years | -4.27% | -25.40% | +21.13% |
Max Drawdown (5Y)Largest decline over 5 years | -15.07% | -44.98% | +29.91% |
Max Drawdown (10Y)Largest decline over 10 years | -22.17% | -44.98% | +22.81% |
Current DrawdownCurrent decline from peak | -0.43% | -1.22% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -2.98% | -11.41% | +8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 5.27% | -4.63% |
Volatility
HAHYX vs. HGOYX - Volatility Comparison
The current volatility for Hartford High Yield Fund (HAHYX) is 1.23%, while The Hartford Growth Opportunities Fund (HGOYX) has a volatility of 5.52%. This indicates that HAHYX experiences smaller price fluctuations and is considered to be less risky than HGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAHYX | HGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 5.52% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 14.58% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 18.68% | -14.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.28% | 25.14% | -19.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.82% | 23.47% | -17.65% |
HAHYX vs. HGOYX - Expense Ratio Comparison
HAHYX has a 0.66% expense ratio, which is lower than HGOYX's 0.84% expense ratio.
Dividends
HAHYX vs. HGOYX - Dividend Comparison
HAHYX's dividend yield for the trailing twelve months is around 6.17%, more than HGOYX's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAHYX Hartford High Yield Fund | 6.17% | 6.11% | 4.91% | 4.86% | 5.28% | 3.84% | 4.25% | 5.26% | 6.11% | 5.74% | 5.14% | 5.41% |
HGOYX The Hartford Growth Opportunities Fund | 4.91% | 5.56% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% |
Frequently Asked Questions
HAHYX and HGOYX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGOYX has higher volatility (5.52%) compared to HAHYX (1.23%). In terms of maximum drawdown, HAHYX dropped -32.78% vs HGOYX's -58.04%.
HAHYX currently has the higher Sharpe Ratio (2.05 vs 1.65), 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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