HIADX vs. HGOIX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HIADX vs. HGOIX - Performance Comparison
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HIADX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | -2.84% | 17.35% | 12.78% | 14.23% | -9.23% | 32.06% | 7.67% | 28.38% | -5.52% | 18.35% |
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 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, HIADX achieves a -2.84% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HIADX has underperformed HGOIX with an annualized return of 11.89%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HIADX
- 1D
- 2.11%
- 1M
- -5.89%
- YTD
- -2.84%
- 6M
- 1.94%
- 1Y
- 12.62%
- 3Y*
- 13.38%
- 5Y*
- 9.53%
- 10Y*
- 11.89%
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
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HIADX vs. HGOIX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HIADX vs. HGOIX — Risk / Return Rank
HIADX
HGOIX
HIADX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) 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.
| HIADX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.68 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.11 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.91 | +0.38 |
Martin ratioReturn relative to average drawdown | 5.70 | 3.09 | +2.61 |
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
| HIADX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.68 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.25 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.63 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.50 | -0.39 |
Correlation
The correlation between HIADX 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
HIADX vs. HGOIX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.27%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | 19.27% | 18.72% | 9.10% | 10.50% | 14.03% | 5.91% | 6.55% | 14.16% | 14.98% | 8.53% | 14.00% | 18.67% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HIADX vs. HGOIX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HIADX and HGOIX.
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Drawdown Indicators
| HIADX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -58.07% | +6.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -17.71% | +6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -44.99% | +25.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -44.99% | +9.35% |
Current DrawdownCurrent decline from peak | -6.05% | -13.88% | +7.83% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -12.07% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 5.20% | -2.78% |
Volatility
HIADX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Dividend and Growth HLS Fund (HIADX) is 4.45%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HIADX 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
| HIADX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 8.30% | -3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 14.82% | -6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 24.05% | -8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 25.14% | -10.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 23.37% | -6.52% |