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HGIYX vs. TQQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HGIYX and TQQQ is 0.97, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

HGIYX vs. TQQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Core Equity Fund (HGIYX) and ProShares UltraPro QQQ (TQQQ). The values are adjusted to include any dividend payments, if applicable.

0.00%5,000.00%10,000.00%15,000.00%20,000.00%NovemberDecember2025FebruaryMarchApril
431.20%
12,878.31%
HGIYX
TQQQ

Key characteristics

Sharpe Ratio

HGIYX:

0.04

TQQQ:

0.04

Sortino Ratio

HGIYX:

0.18

TQQQ:

0.58

Omega Ratio

HGIYX:

1.03

TQQQ:

1.08

Calmar Ratio

HGIYX:

0.03

TQQQ:

0.05

Martin Ratio

HGIYX:

0.10

TQQQ:

0.13

Ulcer Index

HGIYX:

7.31%

TQQQ:

20.43%

Daily Std Dev

HGIYX:

19.39%

TQQQ:

74.97%

Max Drawdown

HGIYX:

-51.89%

TQQQ:

-81.66%

Current Drawdown

HGIYX:

-14.90%

TQQQ:

-41.90%

Returns By Period

In the year-to-date period, HGIYX achieves a -5.49% return, which is significantly higher than TQQQ's -31.73% return. Over the past 10 years, HGIYX has underperformed TQQQ with an annualized return of 8.76%, while TQQQ has yielded a comparatively higher 27.88% annualized return.


HGIYX

YTD

-5.49%

1M

-2.67%

6M

-10.96%

1Y

1.32%

5Y*

11.13%

10Y*

8.76%

TQQQ

YTD

-31.73%

1M

-15.02%

6M

-27.48%

1Y

3.28%

5Y*

28.11%

10Y*

27.88%

*Annualized

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HGIYX vs. TQQQ - Expense Ratio Comparison

HGIYX has a 0.45% expense ratio, which is lower than TQQQ's 0.95% expense ratio.


Expense ratio chart for TQQQ: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TQQQ: 0.95%
Expense ratio chart for HGIYX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HGIYX: 0.45%

Risk-Adjusted Performance

HGIYX vs. TQQQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HGIYX
The Risk-Adjusted Performance Rank of HGIYX is 2424
Overall Rank
The Sharpe Ratio Rank of HGIYX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of HGIYX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of HGIYX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of HGIYX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of HGIYX is 2424
Martin Ratio Rank

TQQQ
The Risk-Adjusted Performance Rank of TQQQ is 3030
Overall Rank
The Sharpe Ratio Rank of TQQQ is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of TQQQ is 4343
Sortino Ratio Rank
The Omega Ratio Rank of TQQQ is 4343
Omega Ratio Rank
The Calmar Ratio Rank of TQQQ is 2222
Calmar Ratio Rank
The Martin Ratio Rank of TQQQ is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HGIYX vs. TQQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and ProShares UltraPro QQQ (TQQQ). 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.


The chart of Sharpe ratio for HGIYX, currently valued at 0.04, compared to the broader market-1.000.001.002.003.00
HGIYX: 0.04
TQQQ: 0.04
The chart of Sortino ratio for HGIYX, currently valued at 0.18, compared to the broader market-2.000.002.004.006.008.00
HGIYX: 0.18
TQQQ: 0.58
The chart of Omega ratio for HGIYX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
HGIYX: 1.03
TQQQ: 1.08
The chart of Calmar ratio for HGIYX, currently valued at 0.03, compared to the broader market0.002.004.006.008.0010.00
HGIYX: 0.03
TQQQ: 0.05
The chart of Martin ratio for HGIYX, currently valued at 0.10, compared to the broader market0.0010.0020.0030.0040.0050.00
HGIYX: 0.10
TQQQ: 0.13

The current HGIYX Sharpe Ratio is 0.04, which is comparable to the TQQQ Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of HGIYX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.04
0.04
HGIYX
TQQQ

Dividends

HGIYX vs. TQQQ - Dividend Comparison

HGIYX's dividend yield for the trailing twelve months is around 0.70%, less than TQQQ's 1.83% yield.


TTM20242023202220212020201920182017201620152014
HGIYX
Hartford Core Equity Fund
0.70%0.66%1.01%1.18%0.69%0.75%0.91%1.10%1.17%0.84%0.32%2.85%
TQQQ
ProShares UltraPro QQQ
1.83%1.27%1.26%0.57%0.00%0.00%0.06%0.11%0.00%0.00%0.01%0.03%

Drawdowns

HGIYX vs. TQQQ - Drawdown Comparison

The maximum HGIYX drawdown since its inception was -51.89%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for HGIYX and TQQQ. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.90%
-41.90%
HGIYX
TQQQ

Volatility

HGIYX vs. TQQQ - Volatility Comparison

The current volatility for Hartford Core Equity Fund (HGIYX) is 12.98%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 48.66%. This indicates that HGIYX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%NovemberDecember2025FebruaryMarchApril
12.98%
48.66%
HGIYX
TQQQ