HWDIX vs. HGOIX
Compare and contrast key facts about The Hartford World Bond Fund (HWDIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HWDIX is managed by Hartford. It was launched on May 30, 2011. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HWDIX vs. HGOIX - Performance Comparison
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HWDIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWDIX The Hartford World Bond Fund | -1.51% | 4.05% | 2.13% | 4.23% | -3.83% | -0.96% | 1.79% | 3.96% | 4.05% | 2.54% |
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, HWDIX achieves a -1.51% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, HWDIX has underperformed HGOIX with an annualized return of 1.59%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
HWDIX
- 1D
- 0.00%
- 1M
- -2.87%
- YTD
- -1.51%
- 6M
- -1.47%
- 1Y
- 2.59%
- 3Y*
- 2.11%
- 5Y*
- 0.77%
- 10Y*
- 1.59%
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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HWDIX vs. HGOIX - Expense Ratio Comparison
HWDIX has a 0.71% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HWDIX vs. HGOIX — Risk / Return Rank
HWDIX
HGOIX
HWDIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford World Bond Fund (HWDIX) 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.
| HWDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.46 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.22 | 0.81 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.46 | +0.55 |
Martin ratioReturn relative to average drawdown | 4.55 | 1.60 | +2.95 |
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
| HWDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.46 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.22 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.49 | +0.37 |
Correlation
The correlation between HWDIX and HGOIX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HWDIX vs. HGOIX - Dividend Comparison
HWDIX's dividend yield for the trailing twelve months is around 4.52%, less than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWDIX The Hartford World Bond Fund | 4.52% | 4.45% | 2.93% | 3.12% | 0.22% | 1.71% | 0.82% | 3.06% | 4.31% | 0.01% | 0.28% | 3.61% |
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
HWDIX vs. HGOIX - Drawdown Comparison
The maximum HWDIX drawdown since its inception was -8.33%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HWDIX and HGOIX.
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Drawdown Indicators
| HWDIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.33% | -58.07% | +49.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -17.71% | +14.84% |
Max Drawdown (5Y)Largest decline over 5 years | -8.33% | -44.99% | +36.66% |
Max Drawdown (10Y)Largest decline over 10 years | -8.33% | -44.99% | +36.66% |
Current DrawdownCurrent decline from peak | -2.87% | -17.71% | +14.84% |
Average DrawdownAverage peak-to-trough decline | -1.24% | -12.07% | +10.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 5.13% | -4.49% |
Volatility
HWDIX vs. HGOIX - Volatility Comparison
The current volatility for The Hartford World Bond Fund (HWDIX) is 1.49%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that HWDIX 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
| HWDIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 6.70% | -5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.90% | 14.08% | -12.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.99% | 23.66% | -20.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 25.06% | -22.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.61% | 23.33% | -20.72% |