HFHIX vs. HGOIX
Compare and contrast key facts about Hartford Floating Rate High Income Fund (HFHIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HFHIX is managed by Hartford. It was launched on Sep 29, 2011. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HFHIX vs. HGOIX - Performance Comparison
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HFHIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFHIX Hartford Floating Rate High Income Fund | -1.18% | 7.69% | 6.61% | 9.35% | -4.54% | 4.21% | 1.04% | 9.28% | -0.31% | 5.62% |
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 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, HFHIX achieves a -1.18% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HFHIX has underperformed HGOIX with an annualized return of 4.83%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HFHIX
- 1D
- 0.12%
- 1M
- -1.14%
- YTD
- -1.18%
- 6M
- 0.38%
- 1Y
- 5.01%
- 3Y*
- 6.56%
- 5Y*
- 3.95%
- 10Y*
- 4.83%
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
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HFHIX vs. HGOIX - Expense Ratio Comparison
HFHIX has a 0.80% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HFHIX vs. HGOIX — Risk / Return Rank
HFHIX
HGOIX
HFHIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Floating Rate High Income Fund (HFHIX) 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.
| HFHIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 0.68 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.78 | 1.11 | +1.66 |
Omega ratioGain probability vs. loss probability | 1.65 | 1.15 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 3.03 | 0.91 | +2.13 |
Martin ratioReturn relative to average drawdown | 9.86 | 3.09 | +6.78 |
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
| HFHIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.68 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.25 | +1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.16 | 0.63 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.50 | +0.75 |
Correlation
The correlation between HFHIX and HGOIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HFHIX vs. HGOIX - Dividend Comparison
HFHIX's dividend yield for the trailing twelve months is around 6.74%, less than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFHIX Hartford Floating Rate High Income Fund | 6.74% | 6.70% | 6.73% | 6.60% | 5.21% | 3.30% | 3.86% | 4.75% | 6.55% | 4.24% | 5.01% | 5.58% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HFHIX vs. HGOIX - Drawdown Comparison
The maximum HFHIX drawdown since its inception was -23.31%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HFHIX and HGOIX.
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Drawdown Indicators
| HFHIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.31% | -58.07% | +34.76% |
Max Drawdown (1Y)Largest decline over 1 year | -1.85% | -17.71% | +15.86% |
Max Drawdown (5Y)Largest decline over 5 years | -8.21% | -44.99% | +36.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.31% | -44.99% | +21.68% |
Current DrawdownCurrent decline from peak | -1.73% | -13.88% | +12.15% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -12.07% | +10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 5.20% | -4.63% |
Volatility
HFHIX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Floating Rate High Income Fund (HFHIX) is 0.52%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HFHIX 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
| HFHIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 8.30% | -7.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 14.82% | -12.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 24.05% | -21.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.89% | 25.14% | -22.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 23.37% | -19.19% |