HDGVX
The Hartford Dividend and Growth Fund Class R6
Mutual fund
$40.04+0.26 (+0.65%)Close Oct 2, 2026
Nov 10, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $36,077
- CAGR
- +11.39%
- Max drawdown
- −34.95%
- Sharpe ratio
- 0.75
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.66%
- 3M
- +1.12%
- 6M
- +14.85%
- YTD
- +12.42%
- 1Y
- +18.00%
- 3Y
- +17.99%
- 5Y
- +11.14%
- 10Y
- +12.92%
- Since 2014
- +11.39%
Metrics
Since 2014| Volatility | 16.29% |
|---|---|
| Sortino ratio | 1.05 |
| Calmar ratio | 0.33 |
| Best year, 2021 | +31.42% |
| Worst year, 2022 | −8.59% |
| Positive years | 8 of 11 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −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 |
| −13.7% | Nov 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2014 from Nov 10 · 2026 through Oct 2