HIACX vs. HGOIX
Compare and contrast key facts about Hartford Capital Appreciation HLS Fund (HIACX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HIACX is managed by Hartford. It was launched on Apr 2, 1984. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HIACX vs. HGOIX - Performance Comparison
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HIACX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIACX Hartford Capital Appreciation HLS Fund | -5.28% | 13.68% | 21.26% | 20.01% | -15.73% | 14.85% | 21.82% | 31.00% | -7.15% | 22.13% |
HGOIX The Hartford Growth Opportunities Fund Class I | -8.94% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
Returns By Period
In the year-to-date period, HIACX achieves a -5.28% return, which is significantly higher than HGOIX's -8.94% return. Over the past 10 years, HIACX has underperformed HGOIX with an annualized return of 11.49%, while HGOIX has yielded a comparatively higher 14.87% annualized return.
HIACX
- 1D
- 0.60%
- 1M
- -3.82%
- YTD
- -5.28%
- 6M
- -2.28%
- 1Y
- 13.10%
- 3Y*
- 13.96%
- 5Y*
- 7.56%
- 10Y*
- 11.49%
HGOIX
- 1D
- 1.30%
- 1M
- -3.09%
- YTD
- -8.94%
- 6M
- -8.95%
- 1Y
- 15.66%
- 3Y*
- 21.70%
- 5Y*
- 6.44%
- 10Y*
- 14.87%
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HIACX vs. HGOIX - Expense Ratio Comparison
HIACX has a 0.67% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HIACX vs. HGOIX — Risk / Return Rank
HIACX
HGOIX
HIACX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Capital Appreciation HLS Fund (HIACX) 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.
| HIACX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.71 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.15 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.00 | +0.20 |
Martin ratioReturn relative to average drawdown | 4.83 | 3.37 | +1.46 |
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
| HIACX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.71 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.26 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.64 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.50 | -0.49 |
Correlation
The correlation between HIACX and HGOIX is 0.91, 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
HIACX vs. HGOIX - Dividend Comparison
HIACX's dividend yield for the trailing twelve months is around 13.68%, more than HGOIX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIACX Hartford Capital Appreciation HLS Fund | 13.68% | 12.96% | 4.89% | 2.43% | 16.98% | 9.56% | 7.62% | 12.43% | 13.46% | 6.53% | 11.26% | 24.92% |
HGOIX The Hartford Growth Opportunities Fund Class I | 6.96% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HIACX vs. HGOIX - Drawdown Comparison
The maximum HIACX drawdown since its inception was -93.13%, which is greater than HGOIX's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HIACX and HGOIX.
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Drawdown Indicators
| HIACX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.13% | -58.07% | -35.06% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -17.71% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.19% | -44.99% | +19.80% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -44.99% | +9.66% |
Current DrawdownCurrent decline from peak | -7.40% | -12.76% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -24.98% | -12.07% | -12.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 5.26% | -2.28% |
Volatility
HIACX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Capital Appreciation HLS Fund (HIACX) is 5.32%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.42%. This indicates that HIACX 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
| HIACX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 8.42% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 14.89% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 24.08% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 25.13% | -8.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 23.37% | -5.52% |