HGXIX vs. HGOIX
Compare and contrast key facts about Hartford Global Impact Fund (HGXIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HGXIX is managed by Hartford. It was launched on Feb 27, 2017. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HGXIX vs. HGOIX - Performance Comparison
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HGXIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGXIX Hartford Global Impact Fund | -4.00% | 9.62% | 7.78% | 13.19% | -22.53% | 10.86% | 31.37% | 27.97% | -10.10% | 23.00% |
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 21.08% |
Returns By Period
In the year-to-date period, HGXIX achieves a -4.00% return, which is significantly higher than HGOIX's -14.11% return.
HGXIX
- 1D
- -0.68%
- 1M
- -9.90%
- YTD
- -4.00%
- 6M
- -6.82%
- 1Y
- 5.93%
- 3Y*
- 7.33%
- 5Y*
- 1.85%
- 10Y*
- —
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
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HGXIX vs. HGOIX - Expense Ratio Comparison
HGXIX has a 0.89% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HGXIX vs. HGOIX — Risk / Return Rank
HGXIX
HGOIX
HGXIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Global Impact Fund (HGXIX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.
| HGXIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.46 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.61 | 0.81 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.46 | -0.04 |
Martin ratioReturn relative to average drawdown | 1.28 | 1.60 | -0.32 |
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
| HGXIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.46 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.22 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.49 | -0.01 |
Correlation
The correlation between HGXIX and HGOIX is 0.78, 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
HGXIX vs. HGOIX - Dividend Comparison
HGXIX's dividend yield for the trailing twelve months is around 0.56%, less than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGXIX Hartford Global Impact Fund | 0.56% | 0.54% | 0.00% | 0.97% | 0.78% | 2.85% | 0.69% | 0.71% | 14.85% | 4.04% | 0.00% | 0.00% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HGXIX vs. HGOIX - Drawdown Comparison
The maximum HGXIX drawdown since its inception was -36.01%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HGXIX and HGOIX.
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Drawdown Indicators
| HGXIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.01% | -58.07% | +22.06% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -17.71% | +7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -44.99% | +12.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.99% | — |
Current DrawdownCurrent decline from peak | -10.61% | -17.71% | +7.10% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -12.07% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 5.13% | -1.58% |
Volatility
HGXIX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Global Impact Fund (HGXIX) is 5.51%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HGXIX experiences smaller price fluctuations and is considered to be less risky than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGXIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 6.70% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 14.08% | -4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 23.66% | -7.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.39% | 25.06% | -8.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 23.33% | -5.96% |