HERIX vs. HGOIX
Compare and contrast key facts about Hartford Emerging Markets Equity Fund (HERIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HERIX is managed by Hartford. It was launched on May 30, 2011. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HERIX vs. HGOIX - Performance Comparison
Loading graphics...
HERIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 2.88% | 29.11% | 10.97% | 16.56% | -21.76% | 5.58% | 10.12% | 18.67% | -16.04% | 41.83% |
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, HERIX achieves a 2.88% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HERIX has underperformed HGOIX with an annualized return of 8.95%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HERIX
- 1D
- -0.95%
- 1M
- -11.86%
- YTD
- 2.88%
- 6M
- 6.33%
- 1Y
- 28.43%
- 3Y*
- 17.27%
- 5Y*
- 5.84%
- 10Y*
- 8.95%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HERIX vs. HGOIX - Expense Ratio Comparison
HERIX has a 1.16% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HERIX vs. HGOIX — Risk / Return Rank
HERIX
HGOIX
HERIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Equity Fund (HERIX) 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.
| HERIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.46 | +1.15 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.81 | +1.30 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.11 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.46 | +1.56 |
Martin ratioReturn relative to average drawdown | 7.65 | 1.60 | +6.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HERIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.46 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.22 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.61 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.49 | -0.24 |
Correlation
The correlation between HERIX and HGOIX is 0.63, 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
HERIX vs. HGOIX - Dividend Comparison
HERIX's dividend yield for the trailing twelve months is around 5.22%, less than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 5.22% | 5.37% | 0.00% | 3.82% | 3.73% | 2.17% | 1.14% | 3.16% | 2.26% | 1.57% | 1.44% | 4.09% |
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
HERIX vs. HGOIX - Drawdown Comparison
The maximum HERIX drawdown since its inception was -39.70%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HERIX and HGOIX.
Loading graphics...
Drawdown Indicators
| HERIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.70% | -58.07% | +18.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -17.71% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -44.99% | +9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -39.70% | -44.99% | +5.29% |
Current DrawdownCurrent decline from peak | -12.78% | -17.71% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -12.07% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 5.13% | -1.75% |
Volatility
HERIX vs. HGOIX - Volatility Comparison
Hartford Emerging Markets Equity Fund (HERIX) has a higher volatility of 8.55% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 6.70%. This indicates that HERIX's price experiences larger fluctuations and is considered to be riskier than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HERIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 6.70% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 14.08% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 23.66% | -6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 25.06% | -8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 23.33% | -6.05% |