HGOIX vs. SMDIX
HGOIX (The Hartford Growth Opportunities Fund Class I) and SMDIX (Hartford Schroders US MidCap Opportunities Fund) are both mutual funds - HGOIX is a Large Cap Growth Equities fund managed by Hartford, while SMDIX is a Mid Cap Blend Equities fund managed by Hartford. Over the past 10 years, HGOIX returned 15.56%/yr vs 10.86%/yr for SMDIX. Their correlation of 0.82 means they have usually moved in the same direction. HGOIX charges 0.82%/yr vs 0.89%/yr for SMDIX.
Performance
HGOIX vs. SMDIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HGOIX achieves a 3.44% return, which is significantly lower than SMDIX's 17.19% return. Over the past 10 years, HGOIX has outperformed SMDIX with an annualized return of 15.56%, while SMDIX has yielded a comparatively lower 10.86% annualized return.
HGOIX
- 1D
- 1.66%
- 1M
- -3.30%
- 6M
- 5.49%
- YTD
- 3.44%
- 1Y
- 11.27%
- 3Y*
- 20.85%
- 5Y*
- 7.59%
- 10Y*
- 15.56%
- ALL TIME*
- 11.91%
SMDIX
- 1D
- 0.68%
- 1M
- -0.76%
- 6M
- 12.12%
- YTD
- 17.19%
- 1Y
- 27.83%
- 3Y*
- 14.64%
- 5Y*
- 8.99%
- 10Y*
- 10.86%
- ALL TIME*
- 9.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HGOIX vs. SMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 3.44% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 17.19% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
Correlation
The correlation between HGOIX and SMDIX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2006 | 0.82 |
Over the past year, the correlation between HGOIX and SMDIX has dropped to 0.57 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HGOIX vs. SMDIX — Risk / Return Rank
HGOIX
SMDIX
HGOIX vs. SMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HGOIX | SMDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.33 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 3.45 | -2.94 |
| Martin ratioReturn relative to average drawdown | 1.49 | 14.11 | -12.62 |
Loading charts...
Drawdowns
HGOIX vs. SMDIX - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than SMDIX's maximum drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for HGOIX and SMDIX.
Loading charts...
Drawdown Indicators
| HGOIX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -48.26% | -9.81% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -7.40% | -10.31% |
Max Drawdown (3Y)Largest decline over 3 years | -25.42% | -20.25% | -5.17% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -20.87% | -24.12% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -40.70% | -4.29% |
Current DrawdownCurrent decline from peak | -9.80% | -1.07% | -8.73% |
Average DrawdownAverage peak-to-trough decline | -11.94% | -6.42% | -5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 1.82% | +4.21% |
Volatility
HGOIX vs. SMDIX - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 7.31% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 2.39%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than SMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HGOIX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 2.39% | +4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 17.72% | 9.50% | +8.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 13.56% | +7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.54% | 16.16% | +9.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 17.88% | +5.77% |
HGOIX vs. SMDIX - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is lower than SMDIX's 0.89% expense ratio.
Dividends
HGOIX vs. SMDIX - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 6.13%, less than SMDIX's 8.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 6.13% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 8.41% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Frequently Asked Questions
HGOIX and SMDIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGOIX has higher volatility (7.31%) compared to SMDIX (2.39%). In terms of maximum drawdown, HGOIX dropped -58.07% vs SMDIX's -48.26%.
SMDIX currently has the higher Sharpe Ratio (1.88 vs 0.42), 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.
Find the right allocation for HGOIX and SMDIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer