HHMIX vs. HDGYX
Compare and contrast key facts about Hartford Municipal Opportunities Fund (HHMIX) and The Hartford Dividend and Growth Fund (HDGYX).
HHMIX is managed by Hartford. It was launched on May 30, 2007. HDGYX is managed by Hartford. It was launched on Jul 22, 1996.
Performance
HHMIX vs. HDGYX - Performance Comparison
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HHMIX vs. HDGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
HDGYX The Hartford Dividend and Growth Fund | -2.90% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
Returns By Period
In the year-to-date period, HHMIX achieves a -0.38% return, which is significantly higher than HDGYX's -2.90% return. Over the past 10 years, HHMIX has underperformed HDGYX with an annualized return of 2.30%, while HDGYX has yielded a comparatively higher 12.16% annualized return.
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%
HDGYX
- 1D
- 2.08%
- 1M
- -5.91%
- YTD
- -2.90%
- 6M
- 1.74%
- 1Y
- 12.40%
- 3Y*
- 13.13%
- 5Y*
- 9.46%
- 10Y*
- 12.16%
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HHMIX vs. HDGYX - Expense Ratio Comparison
HHMIX has a 0.44% expense ratio, which is lower than HDGYX's 0.69% expense ratio.
Return for Risk
HHMIX vs. HDGYX — Risk / Return Rank
HHMIX
HDGYX
HHMIX vs. HDGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Municipal Opportunities Fund (HHMIX) and The Hartford Dividend and Growth Fund (HDGYX). 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.
| HHMIX | HDGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.83 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.24 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.18 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.26 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.28 | 5.59 | -0.31 |
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
| HHMIX | HDGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.83 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.68 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.73 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.57 | +0.11 |
Correlation
The correlation between HHMIX and HDGYX is -0.10. 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
HHMIX vs. HDGYX - Dividend Comparison
HHMIX's dividend yield for the trailing twelve months is around 3.40%, less than HDGYX's 12.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HDGYX The Hartford Dividend and Growth Fund | 12.66% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
Drawdowns
HHMIX vs. HDGYX - Drawdown Comparison
The maximum HHMIX drawdown since its inception was -30.49%, smaller than the maximum HDGYX drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for HHMIX and HDGYX.
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Drawdown Indicators
| HHMIX | HDGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.49% | -50.78% | +20.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.59% | -10.74% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -13.76% | -18.79% | +5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -13.76% | -34.98% | +21.22% |
Current DrawdownCurrent decline from peak | -2.57% | -6.08% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -5.84% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.42% | -1.46% |
Volatility
HHMIX vs. HDGYX - Volatility Comparison
The current volatility for Hartford Municipal Opportunities Fund (HHMIX) is 0.96%, while The Hartford Dividend and Growth Fund (HDGYX) has a volatility of 4.42%. This indicates that HHMIX experiences smaller price fluctuations and is considered to be less risky than HDGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HHMIX | HDGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 4.42% | -3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 1.61% | 8.30% | -6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 15.13% | -11.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.29% | 14.03% | -10.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.56% | 16.61% | -13.05% |