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HGOYX vs. FKDNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HGOYX and FKDNX is 0.94, 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.


-0.50.00.51.00.9

Performance

HGOYX vs. FKDNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Growth Opportunities Fund (HGOYX) and Franklin DynaTech Fund (FKDNX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
14.96%
9.99%
HGOYX
FKDNX

Key characteristics

Sharpe Ratio

HGOYX:

2.39

FKDNX:

1.66

Sortino Ratio

HGOYX:

3.06

FKDNX:

2.22

Omega Ratio

HGOYX:

1.42

FKDNX:

1.30

Calmar Ratio

HGOYX:

1.42

FKDNX:

1.39

Martin Ratio

HGOYX:

13.06

FKDNX:

9.27

Ulcer Index

HGOYX:

3.65%

FKDNX:

3.87%

Daily Std Dev

HGOYX:

19.93%

FKDNX:

21.62%

Max Drawdown

HGOYX:

-63.04%

FKDNX:

-55.85%

Current Drawdown

HGOYX:

-0.64%

FKDNX:

-0.89%

Returns By Period

In the year-to-date period, HGOYX achieves a 47.42% return, which is significantly higher than FKDNX's 35.71% return. Over the past 10 years, HGOYX has underperformed FKDNX with an annualized return of 6.77%, while FKDNX has yielded a comparatively higher 14.53% annualized return.


HGOYX

YTD

47.42%

1M

5.58%

6M

15.86%

1Y

47.73%

5Y*

10.99%

10Y*

6.77%

FKDNX

YTD

35.71%

1M

3.89%

6M

10.75%

1Y

35.90%

5Y*

15.30%

10Y*

14.53%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HGOYX vs. FKDNX - Expense Ratio Comparison

HGOYX has a 0.84% expense ratio, which is higher than FKDNX's 0.79% expense ratio.


HGOYX
The Hartford Growth Opportunities Fund
Expense ratio chart for HGOYX: current value at 0.84% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.84%
Expense ratio chart for FKDNX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

HGOYX vs. FKDNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) and Franklin DynaTech Fund (FKDNX). 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.


Sharpe ratio
The chart of Sharpe ratio for HGOYX, currently valued at 2.39, compared to the broader market-1.000.001.002.003.004.002.391.66
The chart of Sortino ratio for HGOYX, currently valued at 3.06, compared to the broader market-2.000.002.004.006.008.0010.003.062.22
The chart of Omega ratio for HGOYX, currently valued at 1.42, compared to the broader market0.501.001.502.002.503.003.501.421.30
The chart of Calmar ratio for HGOYX, currently valued at 1.42, compared to the broader market0.002.004.006.008.0010.0012.0014.001.421.39
The chart of Martin ratio for HGOYX, currently valued at 13.06, compared to the broader market0.0020.0040.0060.0013.069.27
HGOYX
FKDNX

The current HGOYX Sharpe Ratio is 2.39, which is higher than the FKDNX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of HGOYX and FKDNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.39
1.66
HGOYX
FKDNX

Dividends

HGOYX vs. FKDNX - Dividend Comparison

Neither HGOYX nor FKDNX has paid dividends to shareholders.


TTM202320222021202020192018201720162015
HGOYX
The Hartford Growth Opportunities Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.26%
FKDNX
Franklin DynaTech Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HGOYX vs. FKDNX - Drawdown Comparison

The maximum HGOYX drawdown since its inception was -63.04%, which is greater than FKDNX's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for HGOYX and FKDNX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.64%
-0.89%
HGOYX
FKDNX

Volatility

HGOYX vs. FKDNX - Volatility Comparison

The Hartford Growth Opportunities Fund (HGOYX) and Franklin DynaTech Fund (FKDNX) have volatilities of 6.00% and 6.03%, 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.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.00%
6.03%
HGOYX
FKDNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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