HDGRX
The Hartford Dividend and Growth Fund Class R3
Mutual fund
$39.34+0.26 (+0.67%)Close Oct 2, 2026
Dec 21, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,147
- CAGR
- +9.02%
- Max drawdown
- −51.33%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.73%
- 3M
- +0.93%
- 6M
- +14.45%
- YTD
- +11.84%
- 1Y
- +17.17%
- 3Y
- +17.15%
- 5Y
- +10.35%
- 10Y
- +12.13%
- 15Y
- +12.76%
- Since 2006
- +9.02%
Metrics
Since 2006| Volatility | 18.67% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +30.52% |
| Worst year, 2008 | −32.19% |
| Positive years | 15 of 19 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.3% | Jul 2007 | Mar 2009 | Sep 2012 | 5.1 years |
| −35.0% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −19.2% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −17.8% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −14.3% | May 2015 | Feb 2016 | Jul 2016 | 1.1 years |
Annual returns
2006 from Dec 21 · 2026 through Oct 2