HRAAX vs. HGOIX
Compare and contrast key facts about Hartford Growth Allocation Fund (HRAAX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HRAAX is managed by Hartford. It was launched on May 27, 2004. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HRAAX vs. HGOIX - Performance Comparison
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HRAAX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRAAX Hartford Growth Allocation Fund | -2.00% | 17.15% | 17.00% | 14.99% | -16.26% | 13.52% | 13.08% | 22.02% | -7.40% | 18.48% |
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, HRAAX achieves a -2.00% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HRAAX has underperformed HGOIX with an annualized return of 8.97%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HRAAX
- 1D
- 2.43%
- 1M
- -4.89%
- YTD
- -2.00%
- 6M
- 0.23%
- 1Y
- 15.44%
- 3Y*
- 13.88%
- 5Y*
- 6.79%
- 10Y*
- 8.97%
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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HRAAX vs. HGOIX - Expense Ratio Comparison
HRAAX has a 0.53% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HRAAX vs. HGOIX — Risk / Return Rank
HRAAX
HGOIX
HRAAX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Growth Allocation Fund (HRAAX) 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.
| HRAAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.68 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.11 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.91 | +0.68 |
Martin ratioReturn relative to average drawdown | 7.49 | 3.09 | +4.41 |
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
| HRAAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.68 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.25 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.63 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.50 | -0.03 |
Correlation
The correlation between HRAAX and HGOIX is 0.89, 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
HRAAX vs. HGOIX - Dividend Comparison
HRAAX's dividend yield for the trailing twelve months is around 11.03%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRAAX Hartford Growth Allocation Fund | 11.03% | 10.81% | 4.68% | 1.56% | 6.56% | 7.71% | 4.06% | 4.36% | 3.88% | 2.37% | 0.43% | 7.14% |
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
HRAAX vs. HGOIX - Drawdown Comparison
The maximum HRAAX drawdown since its inception was -48.94%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HRAAX and HGOIX.
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Drawdown Indicators
| HRAAX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -58.07% | +9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -17.71% | +7.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -44.99% | +21.35% |
Max Drawdown (10Y)Largest decline over 10 years | -30.42% | -44.99% | +14.57% |
Current DrawdownCurrent decline from peak | -5.66% | -13.88% | +8.22% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -12.07% | +5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 5.20% | -3.09% |
Volatility
HRAAX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Growth Allocation Fund (HRAAX) is 5.06%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HRAAX 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
| HRAAX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 8.30% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.11% | 14.82% | -6.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 24.05% | -10.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.90% | 25.14% | -12.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.80% | 23.37% | -9.57% |