HBLYX vs. HGOYX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and The Hartford Growth Opportunities Fund (HGOYX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. HGOYX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HBLYX vs. HGOYX - Performance Comparison
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HBLYX vs. HGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
HGOYX The Hartford Growth Opportunities Fund | -10.11% | 13.55% | 42.30% | 40.99% | -36.88% | 7.60% | 62.18% | 30.37% | -0.67% | 30.76% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly higher than HGOYX's -10.11% return. Over the past 10 years, HBLYX has underperformed HGOYX with an annualized return of 6.68%, while HGOYX has yielded a comparatively higher 14.78% annualized return.
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
HGOYX
- 1D
- 4.65%
- 1M
- -5.18%
- YTD
- -10.11%
- 6M
- -10.13%
- 1Y
- 15.50%
- 3Y*
- 21.20%
- 5Y*
- 6.18%
- 10Y*
- 14.78%
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HBLYX vs. HGOYX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is lower than HGOYX's 0.84% expense ratio.
Return for Risk
HBLYX vs. HGOYX — Risk / Return Rank
HBLYX
HGOYX
HBLYX vs. HGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) 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.
| HBLYX | HGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.68 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.12 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.91 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.01 | 3.10 | +1.92 |
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
| HBLYX | HGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.68 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.25 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.63 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.52 | +0.29 |
Correlation
The correlation between HBLYX and HGOYX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HBLYX vs. HGOYX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, more than HGOYX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
HGOYX The Hartford Growth Opportunities Fund | 6.19% | 5.56% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% |
Drawdowns
HBLYX vs. HGOYX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, smaller than the maximum HGOYX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for HBLYX and HGOYX.
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Drawdown Indicators
| HBLYX | HGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -58.04% | +26.68% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -17.70% | +11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -44.98% | +29.06% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | -44.98% | +21.79% |
Current DrawdownCurrent decline from peak | -4.55% | -13.87% | +9.32% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -11.47% | +8.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 5.19% | -3.70% |
Volatility
HBLYX vs. HGOYX - Volatility Comparison
The current volatility for The Hartford Balanced Income Fund (HBLYX) is 2.73%, while The Hartford Growth Opportunities Fund (HGOYX) has a volatility of 8.31%. This indicates that HBLYX 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
| HBLYX | HGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 8.31% | -5.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 14.82% | -10.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 24.05% | -16.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 25.14% | -17.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 23.37% | -14.99% |