HCKAX vs. HGOIX
Compare and contrast key facts about Hartford Checks and Balances Fund (HCKAX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HCKAX is managed by Hartford. It was launched on May 30, 2007. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HCKAX vs. HGOIX - Performance Comparison
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HCKAX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | -4.65% | 11.51% | 12.99% | 13.00% | -13.28% | 14.28% | 13.06% | 22.40% | -3.65% | 14.54% |
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, HCKAX achieves a -4.65% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HCKAX has underperformed HGOIX with an annualized return of 8.17%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HCKAX
- 1D
- -0.13%
- 1M
- -6.27%
- YTD
- -4.65%
- 6M
- -2.17%
- 1Y
- 7.28%
- 3Y*
- 9.56%
- 5Y*
- 5.31%
- 10Y*
- 8.17%
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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HCKAX vs. HGOIX - Expense Ratio Comparison
HCKAX has a 0.37% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HCKAX vs. HGOIX — Risk / Return Rank
HCKAX
HGOIX
HCKAX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Checks and Balances Fund (HCKAX) 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.
| HCKAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.46 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.81 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.46 | +0.40 |
Martin ratioReturn relative to average drawdown | 3.85 | 1.60 | +2.25 |
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
| HCKAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.46 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.22 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.61 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.49 | +0.02 |
Correlation
The correlation between HCKAX 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
HCKAX vs. HGOIX - Dividend Comparison
HCKAX's dividend yield for the trailing twelve months is around 7.79%, more than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 7.79% | 7.43% | 5.85% | 4.57% | 8.94% | 6.33% | 4.41% | 7.45% | 10.66% | 13.93% | 8.70% | 12.58% |
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
HCKAX vs. HGOIX - Drawdown Comparison
The maximum HCKAX drawdown since its inception was -41.69%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HCKAX and HGOIX.
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Drawdown Indicators
| HCKAX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -58.07% | +16.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -17.71% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -44.99% | +24.70% |
Max Drawdown (10Y)Largest decline over 10 years | -26.91% | -44.99% | +18.08% |
Current DrawdownCurrent decline from peak | -6.45% | -17.71% | +11.26% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -12.07% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 5.13% | -3.32% |
Volatility
HCKAX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Checks and Balances Fund (HCKAX) is 3.16%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HCKAX 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
| HCKAX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 6.70% | -3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 5.96% | 14.08% | -8.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.21% | 23.66% | -12.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 25.06% | -14.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 23.33% | -11.78% |