HGOIX vs. STWTX
HGOIX (The Hartford Growth Opportunities Fund Class I) and STWTX (Hartford Schroders Tax-Aware Bond Fund) are both mutual funds - HGOIX is a Large Cap Growth Equities fund managed by Hartford, while STWTX is a Intermediate Core Bond fund managed by Hartford. Over the past 10 years, HGOIX returned 16.85%/yr vs 1.77%/yr for STWTX. At a correlation of -0.04, they often move in opposite directions. HGOIX charges 0.82%/yr vs 0.49%/yr for STWTX.
Performance
HGOIX vs. STWTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HGOIX achieves a 10.79% return, which is significantly higher than STWTX's 1.28% return. Over the past 10 years, HGOIX has outperformed STWTX with an annualized return of 16.85%, while STWTX has yielded a comparatively lower 1.77% annualized return.
HGOIX
- 1D
- 2.25%
- 1M
- 2.14%
- YTD
- 10.79%
- 6M
- 9.80%
- 1Y
- 27.66%
- 3Y*
- 25.38%
- 5Y*
- 10.27%
- 10Y*
- 16.85%
STWTX
- 1D
- 0.10%
- 1M
- 1.61%
- YTD
- 1.28%
- 6M
- 1.43%
- 1Y
- 6.70%
- 3Y*
- 2.54%
- 5Y*
- 0.32%
- 10Y*
- 1.77%
HGOIX vs. STWTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 10.79% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
STWTX Hartford Schroders Tax-Aware Bond Fund | 1.28% | 1.67% | 1.33% | 6.86% | -8.46% | 0.01% | 6.01% | 7.59% | 0.34% | 4.13% |
Correlation
The correlation between HGOIX and STWTX is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2011 | -0.04 |
The correlation between HGOIX and STWTX shifts across timeframes, from -0.04 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.
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. STWTX — Risk / Return Rank
HGOIX
STWTX
HGOIX vs. STWTX - 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 Tax-Aware Bond Fund (STWTX). 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 | STWTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.46 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.01 | -0.49 |
| Martin ratioReturn relative to average drawdown | 4.96 | 6.08 | -1.11 |
Loading charts...
Drawdowns
HGOIX vs. STWTX - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than STWTX's maximum drawdown of -14.44%. Use the drawdown chart below to compare losses from any high point for HGOIX and STWTX.
Loading charts...
Drawdown Indicators
| HGOIX | STWTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -14.44% | -43.63% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -3.34% | -14.37% |
Max Drawdown (3Y)Largest decline over 3 years | -25.42% | -8.66% | -16.76% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -14.44% | -30.55% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -14.44% | -30.55% |
Current DrawdownCurrent decline from peak | -3.39% | -0.98% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -2.60% | -9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 1.10% | +4.31% |
Volatility
HGOIX vs. STWTX - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 8.82% compared to Hartford Schroders Tax-Aware Bond Fund (STWTX) at 0.73%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than STWTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HGOIX | STWTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 0.73% | +8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 2.30% | +14.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 3.22% | +16.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.34% | 4.96% | +20.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 3.93% | +19.65% |
HGOIX vs. STWTX - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than STWTX's 0.49% expense ratio.
Dividends
HGOIX vs. STWTX - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 5.72%, more than STWTX's 3.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 5.72% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
STWTX Hartford Schroders Tax-Aware Bond Fund | 3.41% | 2.90% | 3.20% | 3.01% | 2.20% | 2.61% | 2.90% | 4.34% | 3.47% | 2.03% | 2.85% | 2.91% |
Frequently Asked Questions
HGOIX and STWTX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGOIX has higher volatility (8.82%) compared to STWTX (0.73%). In terms of maximum drawdown, HGOIX dropped -58.07% vs STWTX's -14.44%.
STWTX currently has the higher Sharpe Ratio (2.09 vs 1.34), 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 STWTX
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