HSLYX vs. HGOIX
Compare and contrast key facts about Hartford Small Cap Growth Fund (HSLYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HSLYX is managed by Hartford. It was launched on Feb 19, 2002. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HSLYX vs. HGOIX - Performance Comparison
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HSLYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | -1.65% | 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 | -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, HSLYX achieves a -1.65% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HSLYX has underperformed HGOIX with an annualized return of 8.66%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HSLYX
- 1D
- 4.55%
- 1M
- -7.34%
- YTD
- -1.65%
- 6M
- 1.59%
- 1Y
- 20.51%
- 3Y*
- 9.81%
- 5Y*
- -0.38%
- 10Y*
- 8.66%
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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HSLYX vs. HGOIX - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
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.
| HSLYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.68 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.11 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.91 | +0.46 |
Martin ratioReturn relative to average drawdown | 4.95 | 3.09 | +1.86 |
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
| HSLYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.68 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.25 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.63 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.50 | -0.16 |
Correlation
The correlation between HSLYX and HGOIX 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
HSLYX vs. HGOIX - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 7.53%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 7.53% | 7.41% | 12.15% | 2.89% | 0.00% | 20.41% | 6.23% | 2.68% | 28.57% | 4.51% | 0.58% | 8.29% |
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
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 | -14.40% | -17.71% | +3.31% |
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 | -9.52% | -13.88% | +4.36% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -12.07% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 5.20% | -1.24% |
Volatility
HSLYX vs. HGOIX - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 9.14% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 8.30%. This indicates that HSLYX's price experiences larger fluctuations and is considered to be riskier 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 | 9.14% | 8.30% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 14.82% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.82% | 24.05% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.69% | 25.14% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 23.37% | +0.48% |