Hartford Large Cap Growth ETF (HFGO) Performance
HFGO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.9% since Dec 31, 2025
- 1 year
- +3.0% total return
- 3 years
- +24.7% a year
- Since first price
- +7.5% a year since 2021
HFGO trailing returns vs SPY, QQQ, AGG
| Period | HFGO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −7.4% | −7.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.5% | −0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.7% | +1.7% | +7.8% | +8.4% | −1.5% |
| YTD | +2.9% | +2.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.0% | +3.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +94.1%+24.7%/yr | +94.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 10, 2021 | +43.1%+7.5%/yr | +43.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: HFGO vs SPY
From Nov 10, 2021: HFGO grew to $14,309, SPY to $17,526.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HFGO returns by calendar year
3 of 4 full years positive. Best 2023 (+42.4%), worst 2022 (−36.7%). 2026 is year to date.
HFGO annual returns table
| Year | HFGO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.9% | −15.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.5% | −25.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +40.7% | −14.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +42.4% | −13.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −36.7% | −41.2% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
HFGO largest drawdowns
Now 10.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −44.6% | Jun 16, 2022 | May 29, 2024 | 7 months | 2.5 years |
| Jan 23, 2025 | −25.2% | Apr 8, 2025 | Jul 3, 2025 | 2 months | 5 months |
| Oct 29, 2025 | −18.3% | Mar 30, 2026 | May 6, 2026 | 5 months | 6 months |
| Jul 10, 2024 | −14.2% | Aug 5, 2024 | Oct 9, 2024 | 26 days | 3 months |
| Jun 1, 2026 | −13.2% | Jul 29, 2026 | Oct 5, 2026 | 58 days | 4 months |
| Oct 6, 2026 | −10.0% | Oct 23, 2026 | not yet | 17 days | 17 days so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
HFGO risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +27.8% | +10.5% |
| Volatility (annualized) | 18.8% | 22.4% |
| Sharpe ratio | 1.18 | 0.40 |
| Sortino ratio | 2.33 | 0.60 |
| Best month | +14.1% | +14.1% |
| Worst month | −10.0% | −16.6% |
| Best 12 months | +52.5% | +52.5% |
| Worst 12 months | +7.6% | −36.7% |
| Positive months | 67% | 59% |
| Beta vs S&P 500 | 1.36 | — |
| Correlation with S&P 500 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
HFGO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 48 | −36.7% | +23.6% | +52.5% | 88% |
| 3-year (a year) | 24 | +7.8% | +25.5% | +33.5% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
HFGO performance overview
Hartford Large Cap Growth ETF (HFGO) returned +3.0% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned +7.5% a year, turning $10,000 into about $14,309. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −44.6%, from Nov 16, 2021 to Jun 16, 2022, and it took 2.0 years to get back to the old high. HFGO finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+42.4%) and the worst 2022 (−36.7%). Volatility has been 22.4% a year.
Related: HFGO chart, HFGO holdings, HFGO valuation. See the HFGO overview for the latest quote and fund facts.
HFGO performance FAQ
What is the HFGO return over the past year?
HFGO returned +3.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.0%.
How much would $10,000 invested in HFGO be worth?
$10,000 invested in HFGO at its first recorded close on November 10, 2021 would be worth about $14,309 on October 23, 2026 with distributions reinvested.
What was the worst year for HFGO?
The worst calendar year was 2022, with a total return of −36.7%. The best was 2023 at +42.4%.
What is the biggest drawdown of HFGO?
The largest peak-to-trough decline was −44.6% between November 16, 2021 and June 16, 2022. It recovered to the old high on May 29, 2024, 2.0 years after the bottom.
How volatile is HFGO?
Over the past 3 years HFGO had an annualized volatility of 18.8% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).