JENSX vs. HGOIX
Compare and contrast key facts about Jensen Quality Growth Fund (JENSX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
JENSX is managed by Jensen. It was launched on Aug 3, 1992. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
JENSX vs. HGOIX - Performance Comparison
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JENSX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JENSX Jensen Quality Growth Fund | -10.38% | 4.46% | -1.03% | 16.60% | -16.58% | 30.32% | 8.24% | 29.02% | 2.01% | 23.21% |
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
The year-to-date returns for both investments are quite close, with JENSX having a -10.38% return and HGOIX slightly higher at -10.11%. Over the past 10 years, JENSX has underperformed HGOIX with an annualized return of 8.01%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
JENSX
- 1D
- 2.71%
- 1M
- -7.39%
- YTD
- -10.38%
- 6M
- -11.42%
- 1Y
- -5.32%
- 3Y*
- 1.09%
- 5Y*
- 2.59%
- 10Y*
- 8.01%
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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JENSX vs. HGOIX - Expense Ratio Comparison
JENSX has a 0.81% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
JENSX vs. HGOIX — Risk / Return Rank
JENSX
HGOIX
JENSX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) 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.
| JENSX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.68 | -0.99 |
Sortino ratioReturn per unit of downside risk | -0.35 | 1.11 | -1.46 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.15 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 0.91 | -1.16 |
Martin ratioReturn relative to average drawdown | -0.97 | 3.09 | -4.05 |
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
| JENSX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.68 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.25 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.63 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.50 | +0.01 |
Correlation
The correlation between JENSX and HGOIX is 0.81, 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
JENSX vs. HGOIX - Dividend Comparison
JENSX's dividend yield for the trailing twelve months is around 42.98%, more than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JENSX Jensen Quality Growth Fund | 42.98% | 38.59% | 0.64% | 7.82% | 3.02% | 6.69% | 0.94% | 8.12% | 10.12% | 3.24% | 4.62% | 11.65% |
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
JENSX vs. HGOIX - Drawdown Comparison
The maximum JENSX drawdown since its inception was -45.54%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for JENSX and HGOIX.
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Drawdown Indicators
| JENSX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.54% | -58.07% | +12.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.74% | -17.71% | +2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -23.81% | -44.99% | +21.18% |
Max Drawdown (10Y)Largest decline over 10 years | -30.72% | -44.99% | +14.27% |
Current DrawdownCurrent decline from peak | -18.79% | -13.88% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -6.23% | -12.07% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 5.20% | -1.31% |
Volatility
JENSX vs. HGOIX - Volatility Comparison
The current volatility for Jensen Quality Growth Fund (JENSX) is 5.37%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that JENSX 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
| JENSX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 8.30% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 14.82% | -5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 24.05% | -7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 25.14% | -9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 23.37% | -6.26% |