HMDYX vs. HGOYX
HMDYX (The Hartford MidCap Fund) and HGOYX (The Hartford Growth Opportunities Fund) are both mutual funds - HMDYX is a Mid Cap Growth Equities fund managed by Hartford, while HGOYX is a Large Cap Growth Equities fund managed by Hartford. Over the past 10 years, HMDYX returned 9.46%/yr vs 17.00%/yr for HGOYX. Their correlation of 0.89 suggests significant overlap in exposure. HMDYX charges 0.79%/yr vs 0.84%/yr for HGOYX.
Performance
HMDYX vs. HGOYX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with HMDYX having a 9.31% return and HGOYX slightly lower at 9.05%. Over the past 10 years, HMDYX has underperformed HGOYX with an annualized return of 9.46%, while HGOYX has yielded a comparatively higher 17.00% annualized return.
HMDYX
- 1D
- -0.06%
- 1M
- 3.49%
- YTD
- 9.31%
- 6M
- 7.48%
- 1Y
- 7.86%
- 3Y*
- 8.00%
- 5Y*
- 0.69%
- 10Y*
- 9.46%
HGOYX
- 1D
- -1.57%
- 1M
- 0.55%
- YTD
- 9.05%
- 6M
- 7.29%
- 1Y
- 24.43%
- 3Y*
- 25.26%
- 5Y*
- 9.50%
- 10Y*
- 17.00%
HMDYX vs. HGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | 9.31% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 38.80% | -7.56% | 24.41% |
HGOYX The Hartford Growth Opportunities Fund | 9.05% | 13.55% | 42.30% | 40.99% | -36.88% | 7.60% | 62.18% | 30.37% | -0.67% | 30.76% |
Correlation
The correlation between HMDYX and HGOYX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2002 | 0.89 |
The correlation between HMDYX and HGOYX shifts across timeframes, from 0.75 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HMDYX vs. HGOYX — Risk / Return Rank
HMDYX
HGOYX
HMDYX vs. HGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and The Hartford Growth Opportunities Fund (HGOYX). 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 | HGOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.46 | -0.91 |
| Martin ratioReturn relative to average drawdown | 1.63 | 4.76 | -3.13 |
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Drawdowns
HMDYX vs. HGOYX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, smaller than the maximum HGOYX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for HMDYX and HGOYX.
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Drawdown Indicators
| HMDYX | HGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -58.04% | +7.28% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -17.70% | +1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -26.77% | -25.40% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -44.98% | +12.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | -44.98% | +7.00% |
Current DrawdownCurrent decline from peak | -2.11% | -4.91% | +2.80% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -11.39% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 5.41% | -0.07% |
Volatility
HMDYX vs. HGOYX - Volatility Comparison
The current volatility for The Hartford MidCap Fund (HMDYX) is 6.52%, while The Hartford Growth Opportunities Fund (HGOYX) has a volatility of 8.86%. This indicates that HMDYX experiences smaller price fluctuations and is considered to be less risky than HGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMDYX | HGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 8.86% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 15.70% | 16.23% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 20.20% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.80% | 25.36% | -3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 23.59% | -1.96% |
HMDYX vs. HGOYX - Expense Ratio Comparison
HMDYX has a 0.79% expense ratio, which is lower than HGOYX's 0.84% expense ratio.
Dividends
HMDYX vs. HGOYX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 16.99%, more than HGOYX's 5.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | 5.10% | 5.56% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% |
HMDYX The Hartford MidCap Fund | 16.99% | 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 HGOYX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGOYX has higher volatility (8.86%) compared to HMDYX (6.52%). In terms of maximum drawdown, HMDYX dropped -50.76% vs HGOYX's -58.04%.
HGOYX currently has the higher Sharpe Ratio (1.28 vs 0.45), 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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