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LGLIX vs. HGOIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LGLIX and HGOIX is 0.86, 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.


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.

100.00%200.00%300.00%400.00%500.00%600.00%700.00%December2025FebruaryMarchAprilMay
589.57%
119.12%
LGLIX
HGOIX

Key characteristics

Sharpe Ratio

LGLIX:

0.60

HGOIX:

0.43

Sortino Ratio

LGLIX:

0.95

HGOIX:

0.73

Omega Ratio

LGLIX:

1.13

HGOIX:

1.10

Calmar Ratio

LGLIX:

0.59

HGOIX:

0.44

Martin Ratio

LGLIX:

1.82

HGOIX:

1.37

Ulcer Index

LGLIX:

9.49%

HGOIX:

8.06%

Daily Std Dev

LGLIX:

30.83%

HGOIX:

26.83%

Max Drawdown

LGLIX:

-45.95%

HGOIX:

-63.20%

Current Drawdown

LGLIX:

-14.29%

HGOIX:

-12.92%

Returns By Period

In the year-to-date period, LGLIX achieves a -6.58% return, which is significantly higher than HGOIX's -8.54% return. Over the past 10 years, LGLIX has outperformed HGOIX with an annualized return of 14.71%, while HGOIX has yielded a comparatively lower 3.90% annualized return.


LGLIX

YTD

-6.58%

1M

7.60%

6M

-5.98%

1Y

18.24%

5Y*

13.92%

10Y*

14.71%

HGOIX

YTD

-8.54%

1M

5.03%

6M

-6.54%

1Y

11.59%

5Y*

6.24%

10Y*

3.90%

*Annualized

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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.


Risk-Adjusted Performance

LGLIX vs. HGOIX — Risk-Adjusted Performance Rank

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

LGLIX
The Risk-Adjusted Performance Rank of LGLIX is 6464
Overall Rank
The Sharpe Ratio Rank of LGLIX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of LGLIX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of LGLIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of LGLIX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of LGLIX is 5858
Martin Ratio Rank

HGOIX
The Risk-Adjusted Performance Rank of HGOIX is 5353
Overall Rank
The Sharpe Ratio Rank of HGOIX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of HGOIX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of HGOIX is 5151
Omega Ratio Rank
The Calmar Ratio Rank of HGOIX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of HGOIX is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LGLIX vs. HGOIX - Risk-Adjusted Performance 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.


The current LGLIX Sharpe Ratio is 0.60, which is higher than the HGOIX Sharpe Ratio of 0.43. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.60
0.43
LGLIX
HGOIX

Dividends

LGLIX vs. HGOIX - Dividend Comparison

Neither LGLIX nor HGOIX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
LGLIX
Lord Abbett Growth Leaders Fund
0.00%0.00%0.00%0.00%0.00%0.00%1.02%0.00%0.00%0.00%0.00%0.00%
HGOIX
The Hartford Growth Opportunities Fund Class I
0.00%0.00%0.00%0.00%22.80%13.21%6.01%30.76%8.69%3.76%0.15%20.22%

Drawdowns

LGLIX vs. HGOIX - Drawdown Comparison

The maximum LGLIX drawdown since its inception was -45.95%, smaller than the maximum HGOIX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for LGLIX and HGOIX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.29%
-12.92%
LGLIX
HGOIX

Volatility

LGLIX vs. HGOIX - Volatility Comparison

Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 8.86% compared to The Hartford Growth Opportunities Fund Class I (HGOIX) at 8.32%. 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.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
8.86%
8.32%
LGLIX
HGOIX