HQIYX vs. HGOIX
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HQIYX vs. HGOIX - Performance Comparison
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HQIYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 0.83% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 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, HQIYX achieves a 0.83% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HQIYX has underperformed HGOIX with an annualized return of 11.44%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HQIYX
- 1D
- 1.47%
- 1M
- -5.15%
- YTD
- 0.83%
- 6M
- 4.04%
- 1Y
- 11.89%
- 3Y*
- 11.72%
- 5Y*
- 9.37%
- 10Y*
- 11.44%
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
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HQIYX vs. HGOIX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HQIYX vs. HGOIX — Risk / Return Rank
HQIYX
HGOIX
HQIYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) 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.
| HQIYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.68 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.11 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.91 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.16 | 3.09 | +2.08 |
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
| HQIYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.68 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.25 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.63 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.50 | +0.08 |
Correlation
The correlation between HQIYX and HGOIX is 0.71, 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
HQIYX vs. HGOIX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.06%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.06% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HQIYX vs. HGOIX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HQIYX and HGOIX.
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Drawdown Indicators
| HQIYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -58.07% | +7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -17.71% | +7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -44.99% | +31.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -44.99% | +10.00% |
Current DrawdownCurrent decline from peak | -5.54% | -13.88% | +8.34% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -12.07% | +6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 5.20% | -2.77% |
Volatility
HQIYX vs. HGOIX - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.65%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HQIYX 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
| HQIYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 8.30% | -4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 14.82% | -7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 24.05% | -9.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 25.14% | -11.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 23.37% | -7.15% |