HLDIX vs. HGOIX
Compare and contrast key facts about Hartford Emerging Markets Local Debt Fund (HLDIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HLDIX is managed by Hartford. It was launched on May 30, 2011. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HLDIX vs. HGOIX - Performance Comparison
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HLDIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | -3.19% | 17.02% | -3.14% | 12.88% | -10.85% | -6.83% | 3.12% | 14.37% | -8.21% | 16.95% |
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, HLDIX achieves a -3.19% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HLDIX has underperformed HGOIX with an annualized return of 2.69%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HLDIX
- 1D
- -0.42%
- 1M
- -6.84%
- YTD
- -3.19%
- 6M
- -0.27%
- 1Y
- 10.06%
- 3Y*
- 5.64%
- 5Y*
- 1.92%
- 10Y*
- 2.69%
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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HLDIX vs. HGOIX - Expense Ratio Comparison
HLDIX has a 0.93% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HLDIX vs. HGOIX — Risk / Return Rank
HLDIX
HGOIX
HLDIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Local Debt Fund (HLDIX) 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.
| HLDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 0.46 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.22 | 0.81 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.46 | +1.00 |
Martin ratioReturn relative to average drawdown | 7.20 | 1.60 | +5.60 |
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
| HLDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 0.46 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.22 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.61 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.49 | -0.35 |
Correlation
The correlation between HLDIX and HGOIX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HLDIX vs. HGOIX - Dividend Comparison
HLDIX's dividend yield for the trailing twelve months is around 4.97%, less than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | 4.97% | 3.87% | 5.32% | 4.85% | 4.27% | 4.67% | 4.06% | 5.01% | 7.88% | 27.01% | 5.01% | 5.91% |
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
HLDIX vs. HGOIX - Drawdown Comparison
The maximum HLDIX drawdown since its inception was -30.40%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HLDIX and HGOIX.
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Drawdown Indicators
| HLDIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.40% | -58.07% | +27.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.02% | -17.71% | +10.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -44.99% | +19.59% |
Max Drawdown (10Y)Largest decline over 10 years | -26.18% | -44.99% | +18.81% |
Current DrawdownCurrent decline from peak | -7.02% | -17.71% | +10.69% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -12.07% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 5.13% | -3.70% |
Volatility
HLDIX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Emerging Markets Local Debt Fund (HLDIX) is 3.31%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HLDIX 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
| HLDIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 6.70% | -3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 4.53% | 14.08% | -9.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.16% | 23.66% | -17.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 25.06% | -17.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.46% | 23.33% | -14.87% |