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LGLIX vs. HGOIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LGLIX vs. HGOIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Growth Leaders Fund (LGLIX) and The Hartford Growth Opportunities Fund Class I (HGOIX). The values are adjusted to include any dividend payments, if applicable.

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LGLIX vs. HGOIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LGLIX
Lord Abbett Growth Leaders Fund
-14.54%16.49%44.97%33.29%-38.73%8.62%77.55%35.02%-1.08%31.64%
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

The year-to-date returns for both investments are quite close, with LGLIX having a -14.54% return and HGOIX slightly higher at -14.11%. Over the past 10 years, LGLIX has outperformed HGOIX with an annualized return of 15.30%, while HGOIX has yielded a comparatively lower 14.20% annualized return.


LGLIX

1D
-1.78%
1M
-9.21%
YTD
-14.54%
6M
-17.40%
1Y
15.24%
3Y*
20.47%
5Y*
5.89%
10Y*
15.30%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LGLIX vs. HGOIX - Expense Ratio Comparison

LGLIX has a 0.64% expense ratio, which is lower than HGOIX's 0.82% expense ratio.


Return for Risk

LGLIX vs. HGOIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LGLIX
LGLIX Risk / Return Rank: 2121
Overall Rank
LGLIX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
LGLIX Sortino Ratio Rank: 2424
Sortino Ratio Rank
LGLIX Omega Ratio Rank: 2323
Omega Ratio Rank
LGLIX Calmar Ratio Rank: 1818
Calmar Ratio Rank
LGLIX Martin Ratio Rank: 1717
Martin Ratio Rank

HGOIX
HGOIX Risk / Return Rank: 1818
Overall Rank
HGOIX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
HGOIX Sortino Ratio Rank: 2020
Sortino Ratio Rank
HGOIX Omega Ratio Rank: 1919
Omega Ratio Rank
HGOIX Calmar Ratio Rank: 1616
Calmar Ratio Rank
HGOIX Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LGLIX vs. HGOIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) 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.


LGLIXHGOIXDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.46

+0.09

Sortino ratio

Return per unit of downside risk

0.93

0.81

+0.12

Omega ratio

Gain probability vs. loss probability

1.13

1.11

+0.02

Calmar ratio

Return relative to maximum drawdown

0.54

0.46

+0.07

Martin ratio

Return relative to average drawdown

1.66

1.60

+0.06

LGLIX vs. HGOIX - Sharpe Ratio Comparison

The current LGLIX Sharpe Ratio is 0.55, which is comparable to the HGOIX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of LGLIX and HGOIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LGLIXHGOIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.46

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.22

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.61

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.49

+0.14

Correlation

The correlation between LGLIX and HGOIX is 0.95, 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

LGLIX vs. HGOIX - Dividend Comparison

LGLIX's dividend yield for the trailing twelve months is around 2.33%, less than HGOIX's 7.38% yield.


TTM20252024202320222021202020192018201720162015
LGLIX
Lord Abbett Growth Leaders Fund
2.33%1.99%0.00%0.00%0.00%23.83%9.27%8.01%19.82%6.46%0.00%4.84%
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

LGLIX vs. HGOIX - Drawdown Comparison

The maximum LGLIX drawdown since its inception was -45.95%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for LGLIX and HGOIX.


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Drawdown Indicators


LGLIXHGOIXDifference

Max Drawdown

Largest peak-to-trough decline

-45.95%

-58.07%

+12.12%

Max Drawdown (1Y)

Largest decline over 1 year

-21.01%

-17.71%

-3.30%

Max Drawdown (5Y)

Largest decline over 5 years

-45.95%

-44.99%

-0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-45.95%

-44.99%

-0.96%

Current Drawdown

Current decline from peak

-21.01%

-17.71%

-3.30%

Average Drawdown

Average peak-to-trough decline

-9.38%

-12.07%

+2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.80%

5.13%

+1.67%

Volatility

LGLIX vs. HGOIX - Volatility Comparison

Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 7.99% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 6.70%. This indicates that LGLIX'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


LGLIXHGOIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.99%

6.70%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

16.46%

14.08%

+2.38%

Volatility (1Y)

Calculated over the trailing 1-year period

26.65%

23.66%

+2.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.79%

25.06%

+0.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.65%

23.33%

+1.32%