HGOYX vs. SMDIX
Compare and contrast key facts about The Hartford Growth Opportunities Fund (HGOYX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX).
HGOYX is managed by Hartford. It was launched on Feb 19, 2002. SMDIX is managed by Hartford. It was launched on Mar 31, 2006.
Performance
HGOYX vs. SMDIX - Performance Comparison
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HGOYX vs. SMDIX - 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% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 3.05% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
Returns By Period
In the year-to-date period, HGOYX achieves a -10.11% return, which is significantly lower than SMDIX's 3.05% return. Over the past 10 years, HGOYX has outperformed SMDIX with an annualized return of 14.78%, while SMDIX has yielded a comparatively lower 9.97% 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%
SMDIX
- 1D
- 2.40%
- 1M
- -5.18%
- YTD
- 3.05%
- 6M
- 8.55%
- 1Y
- 15.92%
- 3Y*
- 11.15%
- 5Y*
- 7.44%
- 10Y*
- 9.97%
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HGOYX vs. SMDIX - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is lower than SMDIX's 0.89% expense ratio.
Return for Risk
HGOYX vs. SMDIX — Risk / Return Rank
HGOYX
SMDIX
HGOYX vs. SMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) 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.
| HGOYX | SMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.89 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.36 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.33 | -0.43 |
Martin ratioReturn relative to average drawdown | 3.10 | 6.04 | -2.94 |
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 | SMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.89 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.46 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.56 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.50 | +0.02 |
Correlation
The correlation between HGOYX and SMDIX is 0.83, 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. SMDIX - Dividend Comparison
HGOYX's dividend yield for the trailing twelve months is around 6.19%, less than SMDIX's 9.57% 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% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.57% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Drawdowns
HGOYX vs. SMDIX - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -58.04%, which is greater than SMDIX's maximum drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for HGOYX and SMDIX.
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Drawdown Indicators
| HGOYX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -48.26% | -9.78% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -12.54% | -5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | -20.87% | -24.11% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -40.70% | -4.28% |
Current DrawdownCurrent decline from peak | -13.87% | -5.18% | -8.69% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -6.51% | -4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 2.77% | +2.42% |
Volatility
HGOYX vs. SMDIX - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 8.31% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 5.35%. This indicates that HGOYX'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.
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Volatility by Period
| HGOYX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 5.35% | +2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 10.63% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 18.22% | +5.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 16.23% | +8.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 17.96% | +5.41% |