HGOTX Performance — The Hartford Growth Opportunities Fund, Class R5
Data updated: 2026-09-29
HGOTX returned +3.44% year to date and +9.02% over one year to Jul 2026. Annualised returns are +20.55% over 3 years and +7.62% over 5 years. Against its US Large Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $175, against $166 for the category, and to $109 over one year, against $111. Volatility over the past three years was 20.02% a year. In the 12 months to Jul 2026 the fund lost a net $145.1M, and assets reached $6.54B.
HGOTX Growth of $100
What $100 invested in The Hartford Growth Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | HGOTX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $109 | $111 |
| 3 years (Aug 2023 – Jul 2026) | $175 | $166 |
| 5 years (Aug 2021 – Jul 2026) | $144 | $158 |
| Since data start (Aug 2019 – Jul 2026) | $265 | $261 |
HGOTX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.44% |
| 1 year | +9.02% |
| 3 years (annualised) | +20.55% |
| 5 years (annualised) | +7.62% |
HGOTX Annual Returns
Calendar-year total returns of The Hartford Growth Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +3.44% |
| 2025 | +13.54% |
| 2024 | +42.26% |
| 2023 | +40.97% |
| 2022 | −36.88% |
| 2021 | +7.69% |
| 2020 | +61.82% |
| 2019 (Aug–Dec) | +2.16% |
HGOTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.9% | −4.0% | −4.5% | +14.2% | +9.5% | −2.5% | −5.6% | — | — | — | — | — |
| 2025 | +3.0% | −5.4% | −9.9% | +2.2% | +8.3% | +7.6% | +3.1% | +0.7% | +4.2% | +3.8% | −2.0% | −1.4% |
| 2024 | +3.9% | +11.5% | +1.9% | −5.2% | +6.0% | +7.4% | −3.2% | +2.8% | +2.6% | +0.9% | +7.3% | +1.1% |
| 2023 | +10.2% | −2.5% | +7.1% | −0.2% | +6.1% | +5.5% | +4.6% | −2.0% | −7.4% | −2.0% | +12.3% | +5.0% |
| 2022 | −11.1% | −3.0% | +1.4% | −16.3% | −6.8% | −9.8% | +12.8% | −3.1% | −9.7% | +5.8% | +5.2% | −6.8% |
| 2021 | −1.2% | +3.3% | −0.7% | +5.2% | −3.9% | +5.7% | +2.4% | +1.8% | −4.4% | +4.1% | −4.2% | 0.0% |
| 2020 | +3.0% | −5.1% | −11.3% | +17.5% | +11.6% | +6.3% | +10.0% | +9.3% | −1.2% | −3.1% | +10.7% | +5.1% |
| 2019 | — | — | — | — | — | — | — | −2.0% | −4.0% | +2.0% | +5.9% | +0.6% |
HGOTX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 20.02%
- 3-year Sharpe ratio: 0.80 (vs 4.5% risk-free rate)
- Best month: +14.23% (Apr 2026)
- Worst month: −9.87% (Mar 2025)
HGOTX Fund Flows
Monthly money in and out of The Hartford Growth Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$145.1M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 0.89×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $53.8M | $97.6M | −$43.8M |
| Jun 2026 | $55.5M | $99.0M | −$43.5M |
| May 2026 | $55.5M | $100.1M | −$44.5M |
| Apr 2026 | $48.6M | $115.2M | −$66.6M |
| Mar 2026 | $48.6M | $101.4M | −$52.8M |
| Feb 2026 | $52.3M | $105.3M | −$53.0M |
| Jan 2026 | $54.9M | $115.4M | −$60.5M |
| Dec 2025 | $470.5M | $137.2M | $333.3M |
| Nov 2025 | $53.7M | $108.4M | −$54.6M |
| Oct 2025 | $76.5M | $112.6M | −$36.1M |
| Sep 2025 | $92.0M | $105.0M | −$13.0M |
| Aug 2025 | $85.0M | $95.0M | −$10.0M |
HGOTX Assets Under Management
Net assets of The Hartford Growth Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $6.54B |
| 2026-04-30 | $6.62B |
| 2026-01-31 | $6.50B |
| 2025-10-31 | $7.07B |
| 2025-07-31 | $6.54B |
| 2025-04-30 | $5.16B |
| 2025-01-31 | $6.01B |
| 2024-10-31 | $5.48B |
| 2024-07-31 | $5.26B |
| 2024-04-30 | $4.88B |
| 2024-01-31 | $4.69B |
| 2023-10-31 | $3.98B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.