HCAYX vs. HGOIX
Compare and contrast key facts about The Hartford Capital Appreciation Fund (HCAYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HCAYX is managed by Hartford. It was launched on Jul 22, 1996. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HCAYX vs. HGOIX - Performance Comparison
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HCAYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | -8.42% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 35.95% | -4.83% | 21.82% |
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, HCAYX achieves a -8.42% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HCAYX has underperformed HGOIX with an annualized return of 10.95%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HCAYX
- 1D
- -0.39%
- 1M
- -8.43%
- YTD
- -8.42%
- 6M
- -6.40%
- 1Y
- 8.10%
- 3Y*
- 11.32%
- 5Y*
- 5.74%
- 10Y*
- 10.95%
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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HCAYX vs. HGOIX - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HCAYX vs. HGOIX — Risk / Return Rank
HCAYX
HGOIX
HCAYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) 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.
| HCAYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.46 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.82 | 0.81 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.46 | +0.09 |
Martin ratioReturn relative to average drawdown | 2.39 | 1.60 | +0.79 |
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
| HCAYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.46 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.22 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.49 | +0.11 |
Correlation
The correlation between HCAYX and HGOIX is 0.91, 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
HCAYX vs. HGOIX - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 6.01%, less than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 6.01% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
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
HCAYX vs. HGOIX - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, roughly equal to the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HCAYX and HGOIX.
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Drawdown Indicators
| HCAYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -58.07% | -0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -17.71% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -44.99% | +18.51% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -44.99% | +8.68% |
Current DrawdownCurrent decline from peak | -10.10% | -17.71% | +7.61% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -12.07% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 5.13% | -2.35% |
Volatility
HCAYX vs. HGOIX - Volatility Comparison
The current volatility for The Hartford Capital Appreciation Fund (HCAYX) is 4.50%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HCAYX 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
| HCAYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 6.70% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 14.08% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 23.66% | -5.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 25.06% | -8.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 23.33% | -5.32% |