HDGTX
The Hartford Dividend and Growth Fund Class R5
Mutual fund
$40.05+0.27 (+0.68%)Close Oct 2, 2026
Dec 21, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $62,250
- CAGR
- +9.68%
- Max drawdown
- −50.83%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.66%
- 3M
- +1.09%
- 6M
- +14.82%
- YTD
- +12.36%
- 1Y
- +17.92%
- 3Y
- +17.87%
- 5Y
- +11.03%
- 10Y
- +12.82%
- 15Y
- +13.45%
- Since 2006
- +9.68%
Metrics
Since 2006| Volatility | 18.68% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.19 |
| Best year, 2013 | +31.35% |
| Worst year, 2008 | −31.69% |
| Positive years | 15 of 19 |
| Longest drawdown | 4.4 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.8% | Oct 2007 | Mar 2009 | Mar 2012 | 4.4 years |
| −35.0% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −18.8% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −17.6% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −13.9% | May 2015 | Feb 2016 | Jun 2016 | 1.1 years |
Annual returns
2006 from Dec 21 · 2026 through Oct 2