HGOIX vs. JENSX

In the year-to-date period, HGOIX achieves a 39.59% return, which is significantly higher than JENSX's 1.24% return. Over the past 10 years, HGOIX has underperformed JENSX with an annualized return of 3.37%, while JENSX has yielded a comparatively higher 4.68% annualized return.

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HGOIX has a 0.82% expense ratio, which is higher than JENSX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Jensen Quality Growth Fund (JENSX). 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 current HGOIX Sharpe Ratio is 2.39, which is higher than the JENSX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of HGOIX and JENSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HGOIX has not paid dividends to shareholders, while JENSX's dividend yield for the trailing twelve months is around 0.65%.

The maximum HGOIX drawdown since its inception was -63.20%, which is greater than JENSX's maximum drawdown of -47.93%. Use the drawdown chart below to compare losses from any high point for HGOIX and JENSX. For additional features, visit the drawdowns tool.

The current volatility for The Hartford Growth Opportunities Fund Class I (HGOIX) is 5.43%, while Jensen Quality Growth Fund (JENSX) has a volatility of 11.20%. This indicates that HGOIX experiences smaller price fluctuations and is considered to be less risky than JENSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.