HGOIX vs. HABYX

Last updated Jun 5, 2026

HGOIX (The Hartford Growth Opportunities Fund Class I) and HABYX (The Hartford Total Return Bond Fund) are both mutual funds - HGOIX is a Large Cap Growth Equities fund managed by Hartford, while HABYX is a Intermediate Core-Plus Bond fund managed by Hartford. Over the past 10 years, HGOIX returned 16.98%/yr vs 2.40%/yr for HABYX. At a correlation of -0.09, they often move in opposite directions. HGOIX charges 0.82%/yr vs 0.39%/yr for HABYX.

Performance

HGOIX vs. HABYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Growth Opportunities Fund Class I (HGOIX) and The Hartford Total Return Bond Fund (HABYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HGOIX achieves a 13.28% return, which is significantly higher than HABYX's 0.51% return. Over the past 10 years, HGOIX has outperformed HABYX with an annualized return of 16.98%, while HABYX has yielded a comparatively lower 2.40% annualized return.

HGOIX

• 1D: -1.13%
• 1M: 9.22%
• YTD: 13.28%
• 6M: 11.25%
• 1Y: 29.64%
• 3Y*: 27.41%
• 5Y*: 11.41%
• 10Y*: 16.98%

HABYX

• 1D: 0.11%
• 1M: 0.58%
• YTD: 0.51%
• 6M: 0.33%
• 1Y: 6.00%
• 3Y*: 4.78%
• 5Y*: 0.55%
• 10Y*: 2.40%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HGOIX vs. HABYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HGOIX The Hartford Growth Opportunities Fund Class I	13.28%	13.52%	42.27%	40.98%	-36.87%	7.59%	62.12%	30.28%	-0.78%	30.63%
HABYX The Hartford Total Return Bond Fund	0.51%	7.25%	2.41%	6.96%	-14.02%	-1.08%	9.29%	10.62%	-0.73%	5.26%

Correlation

The correlation between HGOIX and HABYX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.14
Correlation (10Y) Calculated over the trailing 10-year period	0.06
Correlation (All Time) Calculated using the full available price history since Sep 1, 2006	-0.09

The correlation between HGOIX and HABYX shifts across timeframes, from -0.09 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

HGOIX vs. HABYX — Risk / Return Rank

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

HGOIX

HGOIX Risk / Return Rank: 28
HGOIX Sharpe Ratio Rank: 33
HGOIX Sortino Ratio Rank: 29
HGOIX Omega Ratio Rank: 30
HGOIX Calmar Ratio Rank: 23
HGOIX Martin Ratio Rank: 23

HABYX

HABYX Risk / Return Rank: 25
HABYX Sharpe Ratio Rank: 25
HABYX Sortino Ratio Rank: 26
HABYX Omega Ratio Rank: 24
HABYX Calmar Ratio Rank: 27
HABYX Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HGOIX vs. HABYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and The Hartford Total Return Bond Fund (HABYX). 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.

	HGOIX	HABYX	Difference
Sharpe ratio: Return per unit of total volatility	1.65	1.44	+0.21
Sortino ratio: Return per unit of downside risk	2.26	2.13	+0.13
Omega ratio: Gain probability vs. loss probability	1.29	1.26	+0.03
Calmar ratio: Return relative to maximum drawdown	1.74	1.93	-0.19
Martin ratio: Return relative to average drawdown	5.81	5.79	+0.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HGOIX vs. HABYX - Sharpe Ratio Comparison

The current HGOIX Sharpe Ratio is 1.65, which is comparable to the HABYX Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of HGOIX and HABYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HGOIX	HABYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.65	1.44	+0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.09	+0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	0.48	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	1.05	-0.50

Drawdowns

HGOIX vs. HABYX - Drawdown Comparison

The maximum HGOIX drawdown since its inception was -58.07%, which is greater than HABYX's maximum drawdown of -19.42%. Use the drawdown chart below to compare losses from any high point for HGOIX and HABYX.

Drawdown Indicators

	HGOIX	HABYX	Difference
Max Drawdown Largest peak-to-trough decline	-58.07%	-19.42%	-38.65%
Max Drawdown (1Y) Largest decline over 1 year	-17.71%	-3.06%	-14.65%
Max Drawdown (3Y) Largest decline over 3 years	-25.42%	-6.50%	-18.92%
Max Drawdown (5Y) Largest decline over 5 years	-44.99%	-19.38%	-25.61%
Max Drawdown (10Y) Largest decline over 10 years	-44.99%	-19.42%	-25.57%
Current Drawdown Current decline from peak	-1.22%	-1.30%	+0.08%
Average Drawdown Average peak-to-trough decline	-11.99%	-2.24%	-9.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.28%	1.02%	+4.26%

Volatility

HGOIX vs. HABYX - Volatility Comparison

The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 5.51% compared to The Hartford Total Return Bond Fund (HABYX) at 1.51%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than HABYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HGOIX	HABYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.51%	1.51%	+4.00%
Volatility (6M) Calculated over the trailing 6-month period	14.58%	2.94%	+11.64%
Volatility (1Y) Calculated over the trailing 1-year period	18.69%	4.11%	+14.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.13%	6.04%	+19.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.47%	5.06%	+18.41%

HGOIX vs. HABYX - Expense Ratio Comparison

HGOIX has a 0.82% expense ratio, which is higher than HABYX's 0.39% expense ratio.

Dividends

HGOIX vs. HABYX - Dividend Comparison

HGOIX's dividend yield for the trailing twelve months is around 5.59%, more than HABYX's 4.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HABYX The Hartford Total Return Bond Fund	4.54%	4.56%	4.39%	3.99%	3.10%	3.96%	3.19%	3.76%	4.08%	3.89%	3.10%	2.94%
HGOIX The Hartford Growth Opportunities Fund Class I	5.59%	6.34%	0.00%	0.00%	0.00%	22.80%	13.21%	6.01%	30.76%	8.69%	3.76%	8.81%

Frequently Asked Questions

Can I hold both HGOIX and HABYX in my portfolio?

HGOIX and HABYX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HGOIX or HABYX?

HGOIX has higher volatility (5.51%) compared to HABYX (1.51%). In terms of maximum drawdown, HGOIX dropped -58.07% vs HABYX's -19.42%.

Which has better risk-adjusted returns?

HGOIX currently has the higher Sharpe Ratio (1.65 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.