HSLYX vs. HGOIX
HSLYX (Hartford Small Cap Growth Fund) and HGOIX (The Hartford Growth Opportunities Fund Class I) are both mutual funds - HSLYX is a Small Cap Growth Equities fund managed by Hartford, while HGOIX is a Large Cap Growth Equities fund managed by Hartford. Over the past 10 years, HSLYX returned 9.40%/yr vs 15.28%/yr for HGOIX. Their correlation of 0.85 means they have usually moved in the same direction. HSLYX charges 0.87%/yr vs 0.82%/yr for HGOIX.
Performance
HSLYX vs. HGOIX - Performance Comparison
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Returns By Period
In the year-to-date period, HSLYX achieves a 16.62% return, which is significantly higher than HGOIX's 1.75% return. Over the past 10 years, HSLYX has underperformed HGOIX with an annualized return of 9.40%, while HGOIX has yielded a comparatively higher 15.28% annualized return.
HSLYX
- 1D
- 2.88%
- 1M
- -4.45%
- 6M
- 11.88%
- YTD
- 16.62%
- 1Y
- 31.41%
- 3Y*
- 12.06%
- 5Y*
- 2.76%
- 10Y*
- 9.40%
- ALL TIME*
- 8.81%
HGOIX
- 1D
- 2.93%
- 1M
- -4.88%
- 6M
- 3.76%
- YTD
- 1.75%
- 1Y
- 9.45%
- 3Y*
- 19.88%
- 5Y*
- 7.24%
- 10Y*
- 15.28%
- ALL TIME*
- 11.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HSLYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 16.62% | 6.86% | 11.36% | 18.16% | -28.82% | 3.49% | 32.45% | 37.76% | -12.65% | 20.14% |
HGOIX The Hartford Growth Opportunities Fund Class I | 1.75% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
Correlation
The correlation between HSLYX and HGOIX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2006 | 0.85 |
The correlation between HSLYX and HGOIX shifts across timeframes, from 0.72 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HSLYX vs. HGOIX — Risk / Return Rank
HSLYX
HGOIX
HSLYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) 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.
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.
| HSLYX | HGOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.07 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 0.37 | +1.68 |
| Martin ratioReturn relative to average drawdown | 7.43 | 1.08 | +6.35 |
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Drawdowns
HSLYX vs. HGOIX - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, roughly equal to the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HSLYX and HGOIX.
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Drawdown Indicators
| HSLYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -58.07% | -1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -17.71% | +4.33% |
Max Drawdown (3Y)Largest decline over 3 years | -31.16% | -25.42% | -5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -44.99% | +5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -44.99% | +4.35% |
Current DrawdownCurrent decline from peak | -6.48% | -11.27% | +4.79% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -11.94% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 6.00% | -2.31% |
Volatility
HSLYX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Small Cap Growth Fund (HSLYX) is 6.30%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 7.03%. This indicates that HSLYX 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
| HSLYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 7.03% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 17.55% | 17.68% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 21.42% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 25.54% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.00% | 23.65% | +0.35% |
HSLYX vs. HGOIX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Dividends
HSLYX vs. HGOIX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 6.35%, more than HGOIX's 6.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 6.23% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
HSLYX Hartford Small Cap Growth Fund | 6.35% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
Frequently Asked Questions
HSLYX and HGOIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGOIX has higher volatility (7.03%) compared to HSLYX (6.30%). In terms of maximum drawdown, HSLYX dropped -59.62% vs HGOIX's -58.07%.
HSLYX currently has the higher Sharpe Ratio (1.23 vs 0.30), 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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