HGXIX vs. HQIYX
HGXIX (Hartford Global Impact Fund) and HQIYX (The Hartford Equity Income Fund) are both mutual funds - HGXIX is a Global Equities fund managed by Hartford, while HQIYX is a Dividend fund managed by Hartford. Over the past 5 years, HGXIX returned 3.44%/yr vs 10.11%/yr for HQIYX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. HGXIX charges 0.89%/yr vs 0.74%/yr for HQIYX.
Performance
HGXIX vs. HQIYX - Performance Comparison
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Returns By Period
In the year-to-date period, HGXIX achieves a 14.19% return, which is significantly higher than HQIYX's 11.10% return.
HGXIX
- 1D
- 1.32%
- 1M
- -0.52%
- 6M
- 9.37%
- YTD
- 14.19%
- 1Y
- 15.49%
- 3Y*
- 11.41%
- 5Y*
- 3.44%
- 10Y*
- —
- ALL TIME*
- 9.93%
HQIYX
- 1D
- 0.49%
- 1M
- 1.70%
- 6M
- 7.40%
- YTD
- 11.10%
- 1Y
- 21.05%
- 3Y*
- 12.64%
- 5Y*
- 10.11%
- 10Y*
- 11.84%
- ALL TIME*
- 10.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HGXIX vs. HQIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGXIX Hartford Global Impact Fund | 14.19% | 9.62% | 7.78% | 13.19% | -22.53% | 10.86% | 31.37% | 27.97% | -10.10% | 23.00% |
HQIYX The Hartford Equity Income Fund | 11.10% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 12.55% |
Correlation
The correlation between HGXIX and HQIYX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2017 | 0.75 |
The correlation between HGXIX and HQIYX shifts across timeframes, from 0.65 (1 year) to 0.77 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
HGXIX vs. HQIYX — Risk / Return Rank
HGXIX
HQIYX
HGXIX vs. HQIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Global Impact Fund (HGXIX) and The Hartford Equity Income Fund (HQIYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HGXIX | HQIYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.64 | -1.28 |
| Martin ratioReturn relative to average drawdown | 4.08 | 9.50 | -5.42 |
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Drawdowns
HGXIX vs. HQIYX - Drawdown Comparison
The maximum HGXIX drawdown since its inception was -36.01%, smaller than the maximum HQIYX drawdown of -50.48%. Use the drawdown chart below to compare losses from any high point for HGXIX and HQIYX.
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Drawdown Indicators
| HGXIX | HQIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.01% | -50.48% | +14.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -7.14% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -15.74% | -11.89% | -3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -13.94% | -18.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.99% | — |
Current DrawdownCurrent decline from peak | -1.54% | -0.44% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -5.26% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 1.99% | +1.55% |
Volatility
HGXIX vs. HQIYX - Volatility Comparison
Hartford Global Impact Fund (HGXIX) has a higher volatility of 4.01% compared to The Hartford Equity Income Fund (HQIYX) at 3.26%. This indicates that HGXIX's price experiences larger fluctuations and is considered to be riskier than HQIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGXIX | HQIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.26% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 7.67% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.01% | 10.43% | +4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.74% | 13.56% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 16.16% | +1.22% |
HGXIX vs. HQIYX - Expense Ratio Comparison
HGXIX has a 0.89% expense ratio, which is higher than HQIYX's 0.74% expense ratio.
Dividends
HGXIX vs. HQIYX - Dividend Comparison
HGXIX's dividend yield for the trailing twelve months is around 0.47%, less than HQIYX's 11.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGXIX Hartford Global Impact Fund | 0.47% | 0.54% | 0.00% | 0.97% | 0.78% | 2.85% | 0.69% | 0.71% | 14.85% | 4.04% | 0.00% | 0.00% |
HQIYX The Hartford Equity Income Fund | 11.80% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
Frequently Asked Questions
HGXIX and HQIYX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGXIX has higher volatility (4.01%) compared to HQIYX (3.26%). In terms of maximum drawdown, HGXIX dropped -36.01% vs HQIYX's -50.48%.
HQIYX currently has the higher Sharpe Ratio (1.81 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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