HGIYX vs. HHMIX
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and Hartford Municipal Opportunities Fund (HHMIX).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. HHMIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HGIYX vs. HHMIX - Performance Comparison
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HGIYX vs. HHMIX - 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% |
HHMIX Hartford Municipal Opportunities Fund | -0.38% | 5.70% | 2.14% | 5.92% | -8.97% | 1.73% | 4.66% | 7.89% | 1.35% | 5.74% |
Returns By Period
In the year-to-date period, HGIYX achieves a -4.23% return, which is significantly lower than HHMIX's -0.38% return. Over the past 10 years, HGIYX has outperformed HHMIX with an annualized return of 13.21%, while HHMIX has yielded a comparatively lower 2.30% 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%
HHMIX
- 1D
- 0.24%
- 1M
- -2.23%
- YTD
- -0.38%
- 6M
- 0.94%
- 1Y
- 3.84%
- 3Y*
- 3.60%
- 5Y*
- 1.10%
- 10Y*
- 2.30%
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HGIYX vs. HHMIX - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than HHMIX's 0.44% expense ratio.
Return for Risk
HGIYX vs. HHMIX — Risk / Return Rank
HGIYX
HHMIX
HGIYX vs. HHMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and Hartford Municipal Opportunities Fund (HHMIX). 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 | HHMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.13 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.53 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.31 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.40 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.55 | 5.28 | +1.27 |
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 | HHMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.13 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.33 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.65 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.68 | -0.21 |
Correlation
The correlation between HGIYX and HHMIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HGIYX vs. HHMIX - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 12.19%, more than HHMIX's 3.40% 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% |
HHMIX Hartford Municipal Opportunities Fund | 3.40% | 4.40% | 2.72% | 2.41% | 2.28% | 1.72% | 2.17% | 2.83% | 2.86% | 2.98% | 2.77% | 3.04% |
Drawdowns
HGIYX vs. HHMIX - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.88%, which is greater than HHMIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for HGIYX and HHMIX.
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Drawdown Indicators
| HGIYX | HHMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.88% | -30.49% | -21.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -3.59% | -7.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.64% | -13.76% | -10.88% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -13.76% | -19.71% |
Current DrawdownCurrent decline from peak | -6.28% | -2.57% | -3.71% |
Average DrawdownAverage peak-to-trough decline | -10.18% | -3.90% | -6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 0.96% | +1.40% |
Volatility
HGIYX vs. HHMIX - Volatility Comparison
Hartford Core Equity Fund (HGIYX) has a higher volatility of 5.35% compared to Hartford Municipal Opportunities Fund (HHMIX) at 0.96%. This indicates that HGIYX's price experiences larger fluctuations and is considered to be riskier than HHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGIYX | HHMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 0.96% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 1.61% | +7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 3.83% | +13.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.35% | 3.29% | +13.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 3.56% | +13.84% |