SMDIX vs. HGOIX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
SMDIX vs. HGOIX - Performance Comparison
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SMDIX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
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, SMDIX achieves a 0.63% return, which is significantly higher than HGOIX's -14.11% return. Over the past 10 years, SMDIX has underperformed HGOIX with an annualized return of 9.71%, while HGOIX has yielded a comparatively higher 14.20% annualized return.
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
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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SMDIX vs. HGOIX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
SMDIX vs. HGOIX — Risk / Return Rank
SMDIX
HGOIX
SMDIX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) 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.
| SMDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.46 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.81 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.46 | +0.51 |
Martin ratioReturn relative to average drawdown | 4.44 | 1.60 | +2.84 |
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
| SMDIX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.46 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.22 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.61 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.49 | 0.00 |
Correlation
The correlation between SMDIX and HGOIX is 0.83, 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
SMDIX vs. HGOIX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than HGOIX's 7.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
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
SMDIX vs. HGOIX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for SMDIX and HGOIX.
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Drawdown Indicators
| SMDIX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -58.07% | +9.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -17.71% | +5.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -44.99% | +24.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | -44.99% | +4.29% |
Current DrawdownCurrent decline from peak | -7.40% | -17.71% | +10.31% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -12.07% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 5.13% | -2.38% |
Volatility
SMDIX vs. HGOIX - Volatility Comparison
The current volatility for Hartford Schroders US MidCap Opportunities Fund (SMDIX) is 4.68%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 6.70%. This indicates that SMDIX 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
| SMDIX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 6.70% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 14.08% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 23.66% | -5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 25.06% | -8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 23.33% | -5.39% |