HQIFX vs. UPDDX

Last updated Jun 4, 2026

HQIFX (Hartford Equity Income Fund Class F) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a correlation of -0.50, they often move in opposite directions. HQIFX charges 0.64%/yr vs 2.57%/yr for UPDDX.

Performance

HQIFX vs. UPDDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Equity Income Fund Class F (HQIFX) and Upright Growth & Income Fund (UPDDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HQIFX

• 1D: 0.33%
• 1M: 1.78%
• YTD: 6.01%
• 6M: 6.61%
• 1Y: 17.28%
• 3Y*: 13.00%
• 5Y*: 8.83%
• 10Y*: —

UPDDX

• 1D: 1.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HQIFX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
HQIFX Hartford Equity Income Fund Class F	0.14%
UPDDX Upright Growth & Income Fund	3.68%

Correlation

The correlation between HQIFX and UPDDX is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.50

Return for Risk

HQIFX vs. UPDDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HQIFX

HQIFX Risk / Return Rank: 37
HQIFX Sharpe Ratio Rank: 37
HQIFX Sortino Ratio Rank: 37
HQIFX Omega Ratio Rank: 34
HQIFX Calmar Ratio Rank: 38
HQIFX Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HQIFX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Equity Income Fund Class F (HQIFX) and Upright Growth & Income Fund (UPDDX). 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.

	HQIFX	UPDDX	Difference
Sharpe ratio Return per unit of total volatility	1.75	—	—
Sortino ratio Return per unit of downside risk	2.53	—	—
Omega ratio Gain probability vs. loss probability	1.31	—	—
Calmar ratio Return relative to maximum drawdown	2.33	—	—
Martin ratio Return relative to average drawdown	8.33	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	HQIFX	UPDDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.75	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	112.11	-111.44

Drawdowns

HQIFX vs. UPDDX - Drawdown Comparison

The maximum HQIFX drawdown since its inception was -34.99%, which is greater than UPDDX's maximum drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for HQIFX and UPDDX.

Drawdown Indicators

	HQIFX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-34.99%	-0.33%	-34.66%
Max Drawdown (1Y) Largest decline over 1 year	-7.69%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.03%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-13.93%	—	—
Current Drawdown Current decline from peak	-0.70%	0.00%	-0.70%
Average Drawdown Average peak-to-trough decline	-3.65%	-0.11%	-3.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.15%	—	—

Volatility

Volatility by Period

	HQIFX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.47%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.22%	21.67%	-11.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.61%	21.67%	-8.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.62%	21.67%	-5.05%

HQIFX vs. UPDDX - Expense Ratio Comparison

HQIFX has a 0.64% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

HQIFX vs. UPDDX - Dividend Comparison

HQIFX's dividend yield for the trailing twelve months is around 12.30%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
HQIFX Hartford Equity Income Fund Class F	12.30%	13.04%	10.07%	7.97%	13.25%	9.19%	3.01%	15.01%	11.12%	7.12%
UPDDX Upright Growth & Income Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both HQIFX and UPDDX in my portfolio?

HQIFX and UPDDX have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.