HDGCX
The Hartford Dividend and Growth Fund Class C
Mutual fund
$36.20+0.24 (+0.67%)Close Oct 2, 2026
Jul 31, 1998 – Oct 2, 2026, Dividends reinvested
- Final balance
- $83,240
- CAGR
- +7.81%
- Max drawdown
- −51.63%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.74%
- 3M
- +0.84%
- 6M
- +14.24%
- YTD
- +11.52%
- 1Y
- +16.74%
- 3Y
- +16.70%
- 5Y
- +9.92%
- 10Y
- +11.68%
- 15Y
- +12.30%
- 20Y
- +8.85%
- 25Y
- +8.58%
- Since 1998
- +7.81%
Metrics
Since 1998| Volatility | 17.69% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +29.96% |
| Worst year, 2008 | −32.43% |
| Positive years | 21 of 27 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 1998| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.6% | Jul 2007 | Mar 2009 | Sep 2012 | 5.2 years |
| −35.0% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.6% | May 2001 | Oct 2002 | Jan 2004 | 2.7 years |
| −19.4% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −17.9% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
1998 from Jul 31 · 2026 through Oct 2