HGHYX vs. HGOIX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HGHYX vs. HGOIX - Performance Comparison
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HGHYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -5.03% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
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, HGHYX achieves a -5.03% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HGHYX has underperformed HGOIX with an annualized return of 9.12%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HGHYX
- 1D
- 3.24%
- 1M
- -5.34%
- YTD
- -5.03%
- 6M
- 6.71%
- 1Y
- 11.36%
- 3Y*
- 6.05%
- 5Y*
- 2.39%
- 10Y*
- 9.12%
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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HGHYX vs. HGOIX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HGHYX vs. HGOIX — Risk / Return Rank
HGHYX
HGOIX
HGHYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) 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.
| HGHYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.68 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.11 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.91 | -0.04 |
Martin ratioReturn relative to average drawdown | 1.90 | 3.09 | -1.19 |
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
| HGHYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.68 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.25 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.63 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.50 | +0.09 |
Correlation
The correlation between HGHYX and HGOIX is 0.73, 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
HGHYX vs. HGOIX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.03%, less than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 3.03% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
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
HGHYX vs. HGOIX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HGHYX and HGOIX.
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Drawdown Indicators
| HGHYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -58.07% | +15.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -17.71% | +6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -44.99% | +19.57% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -44.99% | +16.48% |
Current DrawdownCurrent decline from peak | -7.81% | -13.88% | +6.07% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -12.07% | +4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 5.20% | -0.27% |
Volatility
HGHYX vs. HGOIX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 6.01%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HGHYX 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
| HGHYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 8.30% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 14.82% | -3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 24.05% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 25.14% | -9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 23.37% | -5.61% |