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HGOSX: THE HARTFORD GROWTH OPPORTUNITIES FUND CLASS R4 (MUTUAL FUND)
Basic Info 75.36 3.86(4.87%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 12/21/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 7.03% |
| Expenses | 1.14% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 7.2 | 22.9 | 24.6 | 9.9 | 16.0 | 14.8 | 12.0 | 8.3 | 41.8 | 40.6 | -37.1 | 7.3 | 61.6 | 30.0 | -1.2 | 30.3 | -1.1 | 10.3 | 13.2 | 34.8 | 26.3 | -9.4 | 17.1 | 29.5 | -45.2 | 28.3 | 0.4 |
| Sharpe Ratio | NA | 0.67 | 1.04 | 0.98 | 0.29 | 0.61 | NA | 0.47 | 0.21 | 1.88 | 2.06 | -1.03 | 0.35 | 1.8 | 1.77 | -0.11 | 2.79 | -0.08 | 0.69 | 0.92 | 2.69 | 1.74 | -0.36 | 0.87 | 1.14 | -1.14 | 1.45 | NA |
| Draw Down(%) | NA | 15.3 | 17.8 | 25.5 | 45.1 | 45.1 | NA | 58.4 | 25.5 | 14.2 | 13.5 | 41.5 | 12.5 | 33.3 | 12.0 | 25.5 | 4.2 | 18.2 | 12.9 | 9.2 | 6.0 | 10.4 | 25.5 | 17.2 | 24.5 | 56.1 | 10.6 | NA |
| Standard Deviation(%) | NA | 22.7 | 19.4 | 21.8 | 25.2 | 23.6 | NA | 23.0 | 26.2 | 20.3 | 18.1 | 37.4 | 20.7 | 33.9 | 16.1 | 22.5 | 10.7 | 15.9 | 14.9 | 14.4 | 12.9 | 15.3 | 26.4 | 19.6 | 25.9 | 40.5 | 17.4 | NA |
| Treynor Ratio | NA | 0.13 | 0.19 | 0.21 | 0.07 | 0.15 | NA | 0.11 | 0.06 | 0.37 | 0.4 | -0.39 | 0.08 | 0.7 | 0.39 | -0.02 | 0.26 | -0.01 | 0.11 | 0.13 | 0.34 | 0.26 | -0.1 | 0.17 | 0.29 | -0.44 | 0.25 | NA |
| Alpha | NA | 0.07 | 0.03 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | -0.01 | 0.03 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | -0.04 | 0.02 | -0.02 | -0.04 | 0.06 | NA |
| Beta | NA | 1.13 | 1.09 | 1.02 | 0.99 | 0.95 | NA | 0.98 | 0.88 | 1.03 | 0.94 | 1.0 | 0.91 | 0.88 | 0.73 | 1.05 | 1.16 | 1.04 | 0.9 | 1.02 | 1.03 | 1.02 | 0.98 | 1.0 | 1.02 | 1.05 | 1.01 | NA |
| RSquared | NA | 0.91 | 0.92 | 0.95 | 0.95 | 0.91 | NA | 0.93 | 0.83 | 0.95 | 0.96 | 0.97 | 0.88 | 0.87 | 0.68 | 0.95 | 0.87 | 0.93 | 0.95 | 0.94 | 0.92 | 0.95 | 0.97 | 0.96 | 0.95 | 0.94 | 0.91 | NA |
| Yield(%) | N/A | 0.0 | 6.9 | 3.6 | 5.3 | 10.9 | 12.8 | N/A | 6.8 | 0.0 | 0.0 | 0.0 | 20.2 | 18.4 | 7.3 | 23.1 | 10.2 | 3.6 | 8.7 | 19.0 | 4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -77.3 | -37.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 51.2 | 213.3 | -76.0 | 172.0 | 177.3 | -58.5 | -56.5 | 412.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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See LARGE GROWTH Asset Class Trend Rankings |
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