HGIYX vs. HGOIX
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HGIYX vs. HGOIX - Performance Comparison
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HGIYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | -4.23% | 14.67% | 25.87% | 21.45% | -18.68% | 24.53% | 18.42% | 36.27% | -1.66% | 22.11% |
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, HGIYX achieves a -4.23% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HGIYX has underperformed HGOIX with an annualized return of 13.21%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HGIYX
- 1D
- 2.91%
- 1M
- -5.55%
- YTD
- -4.23%
- 6M
- -2.21%
- 1Y
- 14.23%
- 3Y*
- 16.79%
- 5Y*
- 9.94%
- 10Y*
- 13.21%
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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HGIYX vs. HGOIX - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HGIYX vs. HGOIX — Risk / Return Rank
HGIYX
HGOIX
HGIYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) 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.
| HGIYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.68 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.11 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.91 | +0.50 |
Martin ratioReturn relative to average drawdown | 6.55 | 3.09 | +3.46 |
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 | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.68 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.25 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.63 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.50 | -0.03 |
Correlation
The correlation between HGIYX and HGOIX is 0.89, 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. HGOIX - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 12.19%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 12.19% | 11.67% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 4.39% | 5.62% | 3.75% | 1.62% | 2.10% |
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
HGIYX vs. HGOIX - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.88%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HGIYX and HGOIX.
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Drawdown Indicators
| HGIYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.88% | -58.07% | +6.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -17.71% | +6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.64% | -44.99% | +20.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -44.99% | +11.52% |
Current DrawdownCurrent decline from peak | -6.28% | -13.88% | +7.60% |
Average DrawdownAverage peak-to-trough decline | -10.18% | -12.07% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 5.20% | -2.84% |
Volatility
HGIYX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Core Equity Fund (HGIYX) is 5.35%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HGIYX 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
| HGIYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 8.30% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 14.82% | -5.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 24.05% | -7.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.35% | 25.14% | -8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 23.37% | -5.97% |