HGOIX vs. HGOYX

Last updated Jun 5, 2026

HGOIX (The Hartford Growth Opportunities Fund Class I) and HGOYX (The Hartford Growth Opportunities Fund) are both Large Cap Growth Equities funds from Hartford. Over the past 10 years, HGOIX returned 16.98%/yr vs 17.04%/yr for HGOYX. With a 1.00 correlation, they move nearly in lockstep. HGOIX charges 0.82%/yr vs 0.84%/yr for HGOYX.

Performance

HGOIX vs. HGOYX - 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 Growth Opportunities Fund (HGOYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with HGOIX at 13.28% and HGOYX at 13.28%. Both investments have delivered pretty close results over the past 10 years, with HGOIX having a 16.98% annualized return and HGOYX not far ahead at 17.04%.

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%

HGOYX

• 1D: -1.13%
• 1M: 9.21%
• YTD: 13.28%
• 6M: 11.25%
• 1Y: 29.68%
• 3Y*: 27.44%
• 5Y*: 11.43%
• 10Y*: 17.04%

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

HGOIX vs. HGOYX - 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%
HGOYX The Hartford Growth Opportunities Fund	13.28%	13.55%	42.30%	40.99%	-36.88%	7.60%	62.18%	30.37%	-0.67%	30.76%

Correlation

The correlation between HGOIX and HGOYX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	1.00
Correlation (5Y) Calculated over the trailing 5-year period	1.00
Correlation (10Y) Calculated over the trailing 10-year period	1.00
Correlation (All Time) Calculated using the full available price history since Sep 1, 2006	1.00

The correlation between HGOIX and HGOYX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Return for Risk

HGOIX vs. HGOYX — 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

HGOYX

HGOYX Risk / Return Rank: 28
HGOYX Sharpe Ratio Rank: 34
HGOYX Sortino Ratio Rank: 30
HGOYX Omega Ratio Rank: 31
HGOYX Calmar Ratio Rank: 23
HGOYX Martin Ratio Rank: 24

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. HGOYX - 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 Growth Opportunities Fund (HGOYX). 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	HGOYX	Difference
Sharpe ratio: Return per unit of total volatility	1.65	1.65	0.00
Sortino ratio: Return per unit of downside risk	2.26	2.26	0.00
Omega ratio: Gain probability vs. loss probability	1.29	1.29	0.00
Calmar ratio: Return relative to maximum drawdown	1.74	1.74	0.00
Martin ratio: Return relative to average drawdown	5.81	5.83	-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. HGOYX - Sharpe Ratio Comparison

The current HGOIX Sharpe Ratio is 1.65, which is comparable to the HGOYX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of HGOIX and HGOYX, 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	HGOYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.65	1.65	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.46	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	0.73	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	0.56	-0.01

Drawdowns

HGOIX vs. HGOYX - Drawdown Comparison

The maximum HGOIX drawdown since its inception was -58.07%, roughly equal to the maximum HGOYX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for HGOIX and HGOYX.

Drawdown Indicators

	HGOIX	HGOYX	Difference
Max Drawdown Largest peak-to-trough decline	-58.07%	-58.04%	-0.03%
Max Drawdown (1Y) Largest decline over 1 year	-17.71%	-17.70%	-0.01%
Max Drawdown (3Y) Largest decline over 3 years	-25.42%	-25.40%	-0.02%
Max Drawdown (5Y) Largest decline over 5 years	-44.99%	-44.98%	-0.01%
Max Drawdown (10Y) Largest decline over 10 years	-44.99%	-44.98%	-0.01%
Current Drawdown Current decline from peak	-1.22%	-1.22%	0.00%
Average Drawdown Average peak-to-trough decline	-11.99%	-11.41%	-0.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.28%	5.27%	+0.01%

Volatility

HGOIX vs. HGOYX - Volatility Comparison

The Hartford Growth Opportunities Fund Class I (HGOIX) and The Hartford Growth Opportunities Fund (HGOYX) have volatilities of 5.51% and 5.52%, 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.

Volatility by Period

	HGOIX	HGOYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.51%	5.52%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	14.58%	14.58%	0.00%
Volatility (1Y) Calculated over the trailing 1-year period	18.69%	18.68%	+0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.13%	25.14%	-0.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.47%	23.47%	0.00%

HGOIX vs. HGOYX - Expense Ratio Comparison

HGOIX has a 0.82% expense ratio, which is lower than HGOYX's 0.84% expense ratio.

Dividends

HGOIX vs. HGOYX - Dividend Comparison

HGOIX's dividend yield for the trailing twelve months is around 5.59%, more than HGOYX's 4.91% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
HGOYX The Hartford Growth Opportunities Fund	4.91%	5.56%	0.00%	0.00%	0.00%	20.17%	11.94%	5.50%	28.31%	8.15%	3.55%	8.46%

Frequently Asked Questions

Can I hold both HGOIX and HGOYX in my portfolio?

With a correlation of 1.00, HGOIX and HGOYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, HGOIX or HGOYX?

HGOYX has higher volatility (5.52%) compared to HGOIX (5.51%). In terms of maximum drawdown, HGOIX dropped -58.07% vs HGOYX's -58.04%.

Which has better risk-adjusted returns?

HGOYX currently has the higher Sharpe Ratio (1.65 vs 1.65), 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.