HSMYX vs. HGOIX
Compare and contrast key facts about Hartford Small Cap Value Fund (HSMYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HSMYX is managed by Hartford. It was launched on Dec 31, 2004. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HSMYX vs. HGOIX - Performance Comparison
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HSMYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | 1.77% | 2.45% | 11.99% | 17.29% | -12.02% | 31.98% | 4.41% | 28.25% | -10.65% | 10.04% |
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, HSMYX achieves a 1.77% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HSMYX has underperformed HGOIX with an annualized return of 9.43%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HSMYX
- 1D
- 1.77%
- 1M
- -4.28%
- YTD
- 1.77%
- 6M
- 3.35%
- 1Y
- 13.07%
- 3Y*
- 10.19%
- 5Y*
- 4.84%
- 10Y*
- 9.43%
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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HSMYX vs. HGOIX - Expense Ratio Comparison
HSMYX has a 0.85% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HSMYX vs. HGOIX — Risk / Return Rank
HSMYX
HGOIX
HSMYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Value Fund (HSMYX) 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.
| HSMYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.68 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.11 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.91 | +0.03 |
Martin ratioReturn relative to average drawdown | 2.82 | 3.09 | -0.27 |
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
| HSMYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.68 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.25 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.63 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.50 | -0.16 |
Correlation
The correlation between HSMYX and HGOIX is 0.74, 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
HSMYX vs. HGOIX - Dividend Comparison
HSMYX's dividend yield for the trailing twelve months is around 6.57%, less than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | 6.57% | 6.68% | 2.91% | 3.35% | 9.64% | 6.82% | 1.27% | 12.08% | 36.32% | 5.07% | 1.16% | 6.70% |
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
HSMYX vs. HGOIX - Drawdown Comparison
The maximum HSMYX drawdown since its inception was -60.81%, roughly equal to the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HSMYX and HGOIX.
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Drawdown Indicators
| HSMYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.81% | -58.07% | -2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -17.71% | +3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -27.70% | -44.99% | +17.29% |
Max Drawdown (10Y)Largest decline over 10 years | -46.51% | -44.99% | -1.52% |
Current DrawdownCurrent decline from peak | -7.57% | -13.88% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -12.07% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 5.20% | -0.34% |
Volatility
HSMYX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Small Cap Value Fund (HSMYX) is 5.36%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HSMYX 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
| HSMYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 8.30% | -2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.52% | 14.82% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.15% | 24.05% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.25% | 25.14% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 23.37% | +0.35% |