HGOIX vs. HGOYX

Last updated Apr 2, 2026

Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and The Hartford Growth Opportunities Fund (HGOYX).

HGOIX is managed by Hartford. It was launched on Feb 19, 2002. HGOYX is managed by Hartford. It was launched on Feb 19, 2002.

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.

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	-10.11%	13.52%	42.27%	40.98%	-36.87%	7.59%	62.12%	30.28%	-0.78%	30.63%
HGOYX The Hartford Growth Opportunities Fund	-10.11%	13.55%	42.30%	40.99%	-36.88%	7.60%	62.18%	30.37%	-0.67%	30.76%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with HGOIX at -10.11% and HGOYX at -10.11%. Both investments have delivered pretty close results over the past 10 years, with HGOIX having a 14.72% annualized return and HGOYX not far ahead at 14.78%.

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%

HGOYX

• 1D: 4.65%
• 1M: -5.18%
• YTD: -10.11%
• 6M: -10.13%
• 1Y: 15.50%
• 3Y*: 21.20%
• 5Y*: 6.18%
• 10Y*: 14.78%

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

HGOIX vs. HGOYX - Expense Ratio Comparison

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

HGOYX

The Hartford Growth Opportunities Fund

HGOIX

The Hartford Growth Opportunities Fund Class I

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: 25
HGOIX Sortino Ratio Rank: 29
HGOIX Omega Ratio Rank: 27
HGOIX Calmar Ratio Rank: 30
HGOIX Martin Ratio Rank: 27

HGOYX

HGOYX Risk / Return Rank: 26
HGOYX Sharpe Ratio Rank: 24
HGOYX Sortino Ratio Rank: 28
HGOYX Omega Ratio Rank: 25
HGOYX Calmar Ratio Rank: 28
HGOYX Martin Ratio Rank: 25

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	0.68	0.68	0.00
Sortino ratio Return per unit of downside risk	1.11	1.12	0.00
Omega ratio Gain probability vs. loss probability	1.15	1.15	0.00
Calmar ratio Return relative to maximum drawdown	0.91	0.91	0.00
Martin ratio Return relative to average drawdown	3.09	3.10	-0.01
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 0.68, which is comparable to the HGOYX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of HGOIX and HGOYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HGOIX	HGOYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	0.68	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.25	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	0.63	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.52	-0.02

Correlation

The correlation between HGOIX and HGOYX is 1.00, 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

HGOIX vs. HGOYX - Dividend Comparison

HGOIX's dividend yield for the trailing twelve months is around 7.05%, more than HGOYX's 6.19% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
HGOYX The Hartford Growth Opportunities Fund	6.19%	5.56%	0.00%	0.00%	0.00%	20.17%	11.94%	5.50%	28.31%	8.15%	3.55%	8.46%

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 (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	-13.88%	-13.87%	-0.01%
Average Drawdown Average peak-to-trough decline	-12.07%	-11.47%	-0.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.20%	5.19%	+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 8.30% and 8.31%, 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	8.30%	8.31%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	14.82%	14.82%	0.00%
Volatility (1Y) Calculated over the trailing 1-year period	24.05%	24.05%	0.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.14%	25.14%	0.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.37%	23.37%	0.00%