HGIYX vs. HCAYX
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and The Hartford Capital Appreciation Fund (HCAYX).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. HCAYX is managed by Hartford. It was launched on Jul 22, 1996.
Performance
HGIYX vs. HCAYX - Performance Comparison
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HGIYX vs. HCAYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | -3.58% | 14.67% | 25.87% | 21.45% | -18.68% | 24.53% | 18.42% | 36.27% | -1.66% | 22.11% |
HCAYX The Hartford Capital Appreciation Fund | -5.09% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 35.95% | -4.83% | 21.82% |
Returns By Period
In the year-to-date period, HGIYX achieves a -3.58% return, which is significantly higher than HCAYX's -5.09% return. Over the past 10 years, HGIYX has outperformed HCAYX with an annualized return of 13.29%, while HCAYX has yielded a comparatively lower 11.35% annualized return.
HGIYX
- 1D
- 0.68%
- 1M
- -3.95%
- YTD
- -3.58%
- 6M
- -1.64%
- 1Y
- 14.37%
- 3Y*
- 17.05%
- 5Y*
- 10.09%
- 10Y*
- 13.29%
HCAYX
- 1D
- 0.64%
- 1M
- -4.25%
- YTD
- -5.09%
- 6M
- -3.28%
- 1Y
- 10.74%
- 3Y*
- 12.65%
- 5Y*
- 6.23%
- 10Y*
- 11.35%
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HGIYX vs. HCAYX - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is lower than HCAYX's 0.80% expense ratio.
Return for Risk
HGIYX vs. HCAYX — Risk / Return Rank
HGIYX
HCAYX
HGIYX vs. HCAYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and The Hartford Capital Appreciation Fund (HCAYX). 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.
| HGIYX | HCAYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.64 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.04 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.00 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.50 | 4.21 | +2.28 |
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
| HGIYX | HCAYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.64 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.37 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.63 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.61 | -0.14 |
Correlation
The correlation between HGIYX and HCAYX is 0.92, 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
HGIYX vs. HCAYX - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 12.10%, more than HCAYX's 5.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 12.10% | 11.67% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 4.39% | 5.62% | 3.75% | 1.62% | 2.10% |
HCAYX The Hartford Capital Appreciation Fund | 5.80% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
Drawdowns
HGIYX vs. HCAYX - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.88%, smaller than the maximum HCAYX drawdown of -59.00%. Use the drawdown chart below to compare losses from any high point for HGIYX and HCAYX.
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Drawdown Indicators
| HGIYX | HCAYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.88% | -59.00% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -10.10% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.64% | -26.48% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -36.31% | +2.84% |
Current DrawdownCurrent decline from peak | -5.64% | -6.84% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -10.18% | -10.43% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.85% | -0.46% |
Volatility
HGIYX vs. HCAYX - Volatility Comparison
Hartford Core Equity Fund (HGIYX) and The Hartford Capital Appreciation Fund (HCAYX) have volatilities of 5.38% and 5.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGIYX | HCAYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 5.58% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 9.79% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 18.23% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 16.93% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 18.03% | -0.63% |