HGOYX vs. HGHYX
Compare and contrast key facts about The Hartford Growth Opportunities Fund (HGOYX) and The Hartford Healthcare Fund (HGHYX).
HGOYX is managed by Hartford. It was launched on Feb 19, 2002. HGHYX is managed by Hartford. It was launched on Apr 30, 2000.
Performance
HGOYX vs. HGHYX - Performance Comparison
Loading graphics...
HGOYX vs. HGHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
HGHYX The Hartford Healthcare Fund | -5.03% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
Returns By Period
In the year-to-date period, HGOYX achieves a -10.11% return, which is significantly lower than HGHYX's -5.03% return. Over the past 10 years, HGOYX has outperformed HGHYX with an annualized return of 14.78%, while HGHYX has yielded a comparatively lower 9.12% annualized return.
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%
HGHYX
- 1D
- 3.24%
- 1M
- -5.34%
- YTD
- -5.03%
- 6M
- 6.71%
- 1Y
- 11.36%
- 3Y*
- 6.05%
- 5Y*
- 2.39%
- 10Y*
- 9.12%
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. HGHYX - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is lower than HGHYX's 1.00% expense ratio.
Return for Risk
HGOYX vs. HGHYX — Risk / Return Rank
HGOYX
HGHYX
HGOYX vs. HGHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) and The Hartford Healthcare Fund (HGHYX). 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.
| HGOYX | HGHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.52 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.12 | 0.84 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.86 | +0.05 |
Martin ratioReturn relative to average drawdown | 3.10 | 1.90 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HGOYX | HGHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.52 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.15 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.52 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.59 | -0.07 |
Correlation
The correlation between HGOYX and HGHYX is 0.75, 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
HGOYX vs. HGHYX - Dividend Comparison
HGOYX's dividend yield for the trailing twelve months is around 6.19%, more than HGHYX's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HGHYX The Hartford Healthcare Fund | 3.03% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
Drawdowns
HGOYX vs. HGHYX - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -58.04%, which is greater than HGHYX's maximum drawdown of -42.58%. Use the drawdown chart below to compare losses from any high point for HGOYX and HGHYX.
Loading graphics...
Drawdown Indicators
| HGOYX | HGHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -42.58% | -15.46% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -10.82% | -6.88% |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | -25.42% | -19.56% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -28.51% | -16.47% |
Current DrawdownCurrent decline from peak | -13.87% | -7.81% | -6.06% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -7.65% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 4.93% | +0.26% |
Volatility
HGOYX vs. HGHYX - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 8.31% compared to The Hartford Healthcare Fund (HGHYX) at 6.01%. This indicates that HGOYX's price experiences larger fluctuations and is considered to be riskier than HGHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HGOYX | HGHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 6.01% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 10.85% | +3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 18.12% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 15.73% | +9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 17.76% | +5.61% |