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HGOYX: THE HARTFORD GROWTH OPPORTUNITIES FUND CLASS Y (MUTUAL FUND)
Basic Info 91.28 0.35(0.38%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 02/22/2002 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 6.17% |
| Expenses | 1.14% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 12.8 | 29.2 | 27.7 | 11.3 | 17.0 | 15.6 | 12.7 | 12.5 | 13.6 | 42.3 | 41.0 | -36.9 | 7.6 | 62.2 | 30.4 | -0.7 | 30.8 | -0.7 | 10.7 | 13.7 | 35.3 | 26.8 | -9.0 | 17.6 | 29.9 | -45.0 | 28.7 | 11.8 | 16.2 | 16.8 | 44.4 | -21.8 |
| Sharpe Ratio | NA | 1.43 | 1.55 | 1.14 | 0.34 | 0.65 | NA | NA | 0.51 | 0.43 | 1.93 | 2.09 | -1.03 | 0.37 | 1.82 | 1.79 | -0.09 | 2.84 | -0.06 | 0.72 | 0.95 | 2.73 | 1.77 | -0.34 | 0.89 | 1.16 | -1.13 | 1.47 | 0.59 | 1.12 | 0.98 | 2.43 | -0.91 |
| Draw Down(%) | NA | 15.2 | 17.7 | 25.4 | 45.0 | 45.0 | NA | NA | 58.1 | 25.4 | 13.8 | 13.4 | 41.4 | 12.5 | 33.3 | 11.9 | 25.4 | 4.2 | 18.2 | 12.8 | 9.2 | 6.0 | 10.4 | 25.3 | 17.1 | 24.5 | 55.9 | 10.5 | 14.8 | 9.5 | 15.6 | 12.0 | 38.8 |
| Standard Deviation(%) | NA | 21.5 | 18.6 | 21.6 | 25.1 | 23.5 | NA | NA | 22.1 | 25.2 | 20.1 | 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 | 25.8 | 40.5 | 17.5 | 14.3 | 12.4 | 16.2 | 18.0 | 28.7 |
| Treynor Ratio | NA | 0.28 | 0.27 | 0.25 | 0.09 | 0.16 | NA | NA | 0.12 | 0.11 | 0.39 | 0.4 | -0.38 | 0.08 | 0.7 | 0.39 | -0.02 | 0.26 | -0.01 | 0.12 | 0.13 | 0.34 | 0.26 | -0.09 | 0.17 | 0.29 | -0.44 | 0.25 | 0.08 | 0.15 | 0.16 | 0.51 | -0.32 |
| Alpha | NA | 0.07 | 0.04 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | -0.01 | 0.03 | 0.0 | 0.02 | -0.01 | 0.03 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | -0.03 | 0.02 | -0.02 | -0.04 | 0.06 | 0.04 | 0.02 | 0.04 | 0.07 | 0.0 |
| Beta | NA | 1.1 | 1.08 | 1.0 | 0.99 | 0.95 | NA | NA | 0.96 | 1.0 | 0.99 | 0.94 | 1.0 | 0.91 | 0.88 | 0.73 | 1.05 | 1.15 | 1.03 | 0.9 | 1.02 | 1.03 | 1.02 | 0.98 | 1.0 | 1.02 | 1.05 | 1.01 | 1.02 | 0.92 | 1.02 | 0.85 | 0.82 |
| RSquared | NA | 0.92 | 0.92 | 0.94 | 0.95 | 0.91 | NA | NA | 0.91 | 0.97 | 0.9 | 0.96 | 0.97 | 0.88 | 0.87 | 0.69 | 0.95 | 0.86 | 0.93 | 0.95 | 0.94 | 0.92 | 0.95 | 0.97 | 0.96 | 0.95 | 0.95 | 0.91 | 0.86 | 0.77 | 0.84 | 0.83 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 0.0 | 0.0 | 0.0 | 18.4 | 17.0 | 6.8 | 21.9 | 9.7 | 3.5 | 8.6 | 18.5 | 4.6 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 15.2 | 7.4 | 7.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 51.2 | 213.3 | -76.0 | 172.0 | 177.3 | -59.7 | -55.1 | 412.5 | N/A | N/A | -100.0 | -98.2 | N/A | -100.0 | 110.6 | 4.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2002
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