HMDYX vs. CTIGX
HMDYX (The Hartford MidCap Fund) and CTIGX (Calamos Timpani SMID Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, HMDYX returned -0.84%/yr vs 7.68%/yr for CTIGX. Their correlation of 0.87 means they have usually moved in the same direction. HMDYX charges 0.79%/yr vs 1.10%/yr for CTIGX.
Performance
HMDYX vs. CTIGX - Performance Comparison
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Returns By Period
In the year-to-date period, HMDYX achieves a 2.83% return, which is significantly lower than CTIGX's 13.72% return.
HMDYX
- 1D
- 2.90%
- 1M
- -5.22%
- 6M
- 2.03%
- YTD
- 2.83%
- 1Y
- -0.27%
- 3Y*
- 3.38%
- 5Y*
- -0.84%
- 10Y*
- 8.20%
- ALL TIME*
- 10.88%
CTIGX
- 1D
- 3.61%
- 1M
- -9.09%
- 6M
- 13.72%
- YTD
- 13.72%
- 1Y
- 33.66%
- 3Y*
- 25.27%
- 5Y*
- 7.68%
- 10Y*
- —
- ALL TIME*
- 13.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HMDYX vs. CTIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | 2.83% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 7.42% |
CTIGX Calamos Timpani SMID Growth Fund | 13.72% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
Correlation
The correlation between HMDYX and CTIGX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2019 | 0.87 |
The correlation between HMDYX and CTIGX has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
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Return for Risk
HMDYX vs. CTIGX — Risk / Return Rank
HMDYX
CTIGX
HMDYX vs. CTIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and Calamos Timpani SMID Growth Fund (CTIGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HMDYX | CTIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.20 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.90 | -2.08 |
| Martin ratioReturn relative to average drawdown | -0.51 | 7.98 | -8.49 |
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Drawdowns
HMDYX vs. CTIGX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, which is greater than CTIGX's maximum drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for HMDYX and CTIGX.
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Drawdown Indicators
| HMDYX | CTIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -46.26% | -4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -16.83% | +0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -26.77% | -29.30% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -46.26% | +13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | — | — |
Current DrawdownCurrent decline from peak | -8.22% | -13.83% | +5.61% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -18.30% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.64% | 4.00% | +1.64% |
Volatility
HMDYX vs. CTIGX - Volatility Comparison
The current volatility for The Hartford MidCap Fund (HMDYX) is 6.45%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 9.62%. This indicates that HMDYX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMDYX | CTIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 9.62% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.79% | 23.84% | -7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 29.20% | -8.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.96% | 27.53% | -5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 29.28% | -7.65% |
HMDYX vs. CTIGX - Expense Ratio Comparison
HMDYX has a 0.79% expense ratio, which is lower than CTIGX's 1.10% expense ratio.
Dividends
HMDYX vs. CTIGX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 18.07%, more than CTIGX's 4.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 4.03% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HMDYX The Hartford MidCap Fund | 18.07% | 18.58% | 4.80% | 1.73% | 7.40% | 10.29% | 9.17% | 8.60% | 11.42% | 3.95% | 2.61% | 7.05% |
Frequently Asked Questions
HMDYX and CTIGX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTIGX has higher volatility (9.62%) compared to HMDYX (6.45%). In terms of maximum drawdown, HMDYX dropped -50.76% vs CTIGX's -46.26%.
CTIGX currently has the higher Sharpe Ratio (1.10 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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