HDGYX
The Hartford Dividend and Growth Fund Class Y
Mutual fund
$40.05+0.26 (+0.65%)Close Oct 2, 2026
Jul 22, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $188,862
- CAGR
- +10.22%
- Max drawdown
- −50.77%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.69%
- 3M
- +1.09%
- 6M
- +14.79%
- YTD
- +12.33%
- 1Y
- +17.87%
- 3Y
- +17.86%
- 5Y
- +11.04%
- 10Y
- +12.85%
- 15Y
- +13.52%
- 20Y
- +10.09%
- 25Y
- +9.82%
- 30Y
- +10.00%
- Since 1996
- +10.22%
Metrics
Since 1996| Volatility | 17.45% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.20 |
| Best year, 2013 | +31.46% |
| Worst year, 2008 | −31.63% |
| Positive years | 23 of 29 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.8% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −35.0% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.5% | May 2001 | Oct 2002 | Dec 2003 | 2.6 years |
| −19.6% | May 2011 | Oct 2011 | Feb 2012 | 10 months |
| −18.8% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
1996 from Jul 22 · 2026 through Oct 2