HISCX vs. HGOIX
Compare and contrast key facts about Hartford Small Cap Growth HLS Fund (HISCX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HISCX is managed by Hartford. It was launched on May 2, 1994. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HISCX vs. HGOIX - Performance Comparison
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HISCX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | -5.78% | 6.50% | 13.13% | 18.42% | -29.00% | 4.25% | 33.20% | 35.53% | -11.71% | 20.07% |
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% | 30.63% |
Returns By Period
In the year-to-date period, HISCX achieves a -5.78% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HISCX has underperformed HGOIX with an annualized return of 8.39%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HISCX
- 1D
- -2.03%
- 1M
- -10.61%
- YTD
- -5.78%
- 6M
- -2.85%
- 1Y
- 15.12%
- 3Y*
- 8.77%
- 5Y*
- -0.47%
- 10Y*
- 8.39%
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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HISCX vs. HGOIX - Expense Ratio Comparison
HISCX has a 0.64% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HISCX vs. HGOIX — Risk / Return Rank
HISCX
HGOIX
HISCX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) 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.
| HISCX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.46 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.81 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.46 | +0.36 |
Martin ratioReturn relative to average drawdown | 3.03 | 1.60 | +1.43 |
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
| HISCX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.46 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.22 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.61 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.49 | -0.21 |
Correlation
The correlation between HISCX and HGOIX is 0.86, 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
HISCX vs. HGOIX - Dividend Comparison
HISCX's dividend yield for the trailing twelve months is around 25.66%, more than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | 25.66% | 24.18% | 0.29% | 0.00% | 22.03% | 8.72% | 2.93% | 19.12% | 7.80% | 0.04% | 4.39% | 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
HISCX vs. HGOIX - Drawdown Comparison
The maximum HISCX drawdown since its inception was -82.02%, which is greater than HGOIX's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HISCX and HGOIX.
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Drawdown Indicators
| HISCX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -58.07% | -23.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -17.71% | +3.35% |
Max Drawdown (5Y)Largest decline over 5 years | -39.40% | -44.99% | +5.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -44.99% | +4.74% |
Current DrawdownCurrent decline from peak | -13.26% | -17.71% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -32.42% | -12.07% | -20.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 5.13% | -1.22% |
Volatility
HISCX vs. HGOIX - Volatility Comparison
Hartford Small Cap Growth HLS Fund (HISCX) has a higher volatility of 7.70% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 6.70%. This indicates that HISCX's price experiences larger fluctuations and is considered to be riskier 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
| HISCX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 6.70% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 15.48% | 14.08% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 23.66% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 25.06% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.74% | 23.33% | +0.41% |