HSTAX vs. HGOIX
Compare and contrast key facts about Hartford Stock HLS Fund (HSTAX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HSTAX is managed by Hartford. It was launched on Aug 31, 1977. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HSTAX vs. HGOIX - Performance Comparison
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HSTAX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | -7.06% | 7.84% | 8.78% | 7.76% | -5.43% | 25.01% | 11.93% | 31.03% | -0.16% | 19.84% |
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 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, HSTAX achieves a -7.06% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HSTAX has underperformed HGOIX with an annualized return of 9.73%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HSTAX
- 1D
- 0.14%
- 1M
- -8.71%
- YTD
- -7.06%
- 6M
- -4.29%
- 1Y
- 0.21%
- 3Y*
- 5.52%
- 5Y*
- 5.88%
- 10Y*
- 9.73%
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
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HSTAX vs. HGOIX - Expense Ratio Comparison
HSTAX has a 0.51% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HSTAX vs. HGOIX — Risk / Return Rank
HSTAX
HGOIX
HSTAX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) 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.
| HSTAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.46 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.25 | 0.81 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.11 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.46 | -0.48 |
Martin ratioReturn relative to average drawdown | -0.08 | 1.60 | -1.68 |
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
| HSTAX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.46 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.22 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.61 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.49 | -0.48 |
Correlation
The correlation between HSTAX and HGOIX is 0.76, 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
HSTAX vs. HGOIX - Dividend Comparison
HSTAX's dividend yield for the trailing twelve months is around 17.01%, more than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | 17.01% | 15.81% | 4.69% | 6.22% | 12.74% | 4.55% | 7.87% | 9.95% | 1.70% | 1.73% | 1.87% | 1.72% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HSTAX vs. HGOIX - Drawdown Comparison
The maximum HSTAX drawdown since its inception was -92.92%, which is greater than HGOIX's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HSTAX and HGOIX.
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Drawdown Indicators
| HSTAX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.92% | -58.07% | -34.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -17.71% | +8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.70% | -44.99% | +28.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -44.99% | +11.61% |
Current DrawdownCurrent decline from peak | -9.00% | -17.71% | +8.71% |
Average DrawdownAverage peak-to-trough decline | -31.30% | -12.07% | -19.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 5.13% | -2.71% |
Volatility
HSTAX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Stock HLS Fund (HSTAX) is 3.35%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HSTAX 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
| HSTAX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 6.70% | -3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 14.08% | -6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 23.66% | -9.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 25.06% | -11.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 23.33% | -7.86% |