IHGIX
The Hartford Dividend and Growth Fund Class A
Mutual fund
$38.41+0.26 (+0.68%)Close Oct 2, 2026
Jul 22, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $169,750
- CAGR
- +9.83%
- Max drawdown
- −51.08%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.68%
- 3M
- +1.03%
- 6M
- +14.67%
- YTD
- +12.18%
- 1Y
- +17.63%
- 3Y
- +17.61%
- 5Y
- +10.78%
- 10Y
- +12.54%
- 15Y
- +13.16%
- 20Y
- +9.68%
- 25Y
- +9.39%
- 30Y
- +9.61%
- Since 1996
- +9.83%
Metrics
Since 1996| Volatility | 17.40% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.19 |
| Best year, 1997 | +30.97% |
| Worst year, 2008 | −31.95% |
| Positive years | 23 of 29 |
| Longest drawdown | 4.7 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.1% | Jul 2007 | Mar 2009 | Mar 2012 | 4.7 years |
| −35.0% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.0% | May 2001 | Oct 2002 | Jan 2004 | 2.6 years |
| −19.0% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −17.7% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
1996 from Jul 22 · 2026 through Oct 2