HGOYX vs. HHMIX
Compare and contrast key facts about The Hartford Growth Opportunities Fund (HGOYX) and Hartford Municipal Opportunities Fund (HHMIX).
HGOYX is managed by Hartford. It was launched on Feb 19, 2002. HHMIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HGOYX vs. HHMIX - Performance Comparison
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HGOYX vs. HHMIX - 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% |
HHMIX Hartford Municipal Opportunities Fund | -0.38% | 5.70% | 2.14% | 5.92% | -8.97% | 1.73% | 4.66% | 7.89% | 1.35% | 5.74% |
Returns By Period
In the year-to-date period, HGOYX achieves a -10.11% return, which is significantly lower than HHMIX's -0.38% return. Over the past 10 years, HGOYX has outperformed HHMIX with an annualized return of 14.78%, while HHMIX has yielded a comparatively lower 2.30% 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%
HHMIX
- 1D
- 0.24%
- 1M
- -2.23%
- YTD
- -0.38%
- 6M
- 0.94%
- 1Y
- 3.84%
- 3Y*
- 3.60%
- 5Y*
- 1.10%
- 10Y*
- 2.30%
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HGOYX vs. HHMIX - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is higher than HHMIX's 0.44% expense ratio.
Return for Risk
HGOYX vs. HHMIX — Risk / Return Rank
HGOYX
HHMIX
HGOYX vs. HHMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) and Hartford Municipal Opportunities Fund (HHMIX). 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 | HHMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.13 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.53 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.31 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.40 | -0.50 |
Martin ratioReturn relative to average drawdown | 3.10 | 5.28 | -2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HGOYX | HHMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.13 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.33 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.65 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.68 | -0.16 |
Correlation
The correlation between HGOYX and HHMIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HGOYX vs. HHMIX - Dividend Comparison
HGOYX's dividend yield for the trailing twelve months is around 6.19%, more than HHMIX's 3.40% 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% |
HHMIX Hartford Municipal Opportunities Fund | 3.40% | 4.40% | 2.72% | 2.41% | 2.28% | 1.72% | 2.17% | 2.83% | 2.86% | 2.98% | 2.77% | 3.04% |
Drawdowns
HGOYX vs. HHMIX - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -58.04%, which is greater than HHMIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for HGOYX and HHMIX.
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Drawdown Indicators
| HGOYX | HHMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -30.49% | -27.55% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -3.59% | -14.11% |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | -13.76% | -31.22% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -13.76% | -31.22% |
Current DrawdownCurrent decline from peak | -13.87% | -2.57% | -11.30% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -3.90% | -7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 0.96% | +4.23% |
Volatility
HGOYX vs. HHMIX - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 8.31% compared to Hartford Municipal Opportunities Fund (HHMIX) at 0.96%. This indicates that HGOYX's price experiences larger fluctuations and is considered to be riskier than HHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGOYX | HHMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 0.96% | +7.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 1.61% | +13.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 3.83% | +20.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 3.29% | +21.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 3.56% | +19.81% |