HMDYX vs. NEEGX
Compare and contrast key facts about The Hartford MidCap Fund (HMDYX) and Needham Growth Fund (NEEGX).
HMDYX is managed by Hartford. It was launched on Dec 31, 1997. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Performance
HMDYX vs. NEEGX - Performance Comparison
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HMDYX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | -5.56% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 38.80% | -7.56% | 24.41% |
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
Returns By Period
In the year-to-date period, HMDYX achieves a -5.56% return, which is significantly lower than NEEGX's 15.68% return. Over the past 10 years, HMDYX has underperformed NEEGX with an annualized return of 7.76%, while NEEGX has yielded a comparatively higher 12.74% annualized return.
HMDYX
- 1D
- 4.49%
- 1M
- -6.42%
- YTD
- -5.56%
- 6M
- -9.28%
- 1Y
- 2.79%
- 3Y*
- 2.52%
- 5Y*
- -2.15%
- 10Y*
- 7.76%
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
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HMDYX vs. NEEGX - Expense Ratio Comparison
HMDYX has a 0.79% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Return for Risk
HMDYX vs. NEEGX — Risk / Return Rank
HMDYX
NEEGX
HMDYX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and Needham Growth Fund (NEEGX). 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.
| HMDYX | NEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.56 | -1.41 |
Sortino ratioReturn per unit of downside risk | 0.40 | 2.16 | -1.76 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.29 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 3.25 | -3.02 |
Martin ratioReturn relative to average drawdown | 0.68 | 10.67 | -9.99 |
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
| HMDYX | NEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.56 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.25 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.51 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.54 | -0.05 |
Correlation
The correlation between HMDYX and NEEGX 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
HMDYX vs. NEEGX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 19.67%, more than NEEGX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | 19.67% | 18.58% | 4.80% | 1.73% | 7.40% | 10.29% | 9.17% | 8.60% | 11.42% | 3.95% | 2.61% | 7.05% |
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
Drawdowns
HMDYX vs. NEEGX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, smaller than the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for HMDYX and NEEGX.
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Drawdown Indicators
| HMDYX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -53.60% | +2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -15.15% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -43.35% | +10.43% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | -43.35% | +5.37% |
Current DrawdownCurrent decline from peak | -15.43% | -7.54% | -7.89% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.95% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 4.61% | +0.70% |
Volatility
HMDYX vs. NEEGX - Volatility Comparison
The current volatility for The Hartford MidCap Fund (HMDYX) is 8.64%, while Needham Growth Fund (NEEGX) has a volatility of 11.31%. This indicates that HMDYX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMDYX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.64% | 11.31% | -2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 20.91% | -6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 32.23% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 28.04% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 25.01% | -3.55% |