AFRAX vs. HFHIX
Compare and contrast key facts about Invesco Floating Rate ESG Fund (AFRAX) and Hartford Floating Rate High Income Fund (HFHIX).
AFRAX is managed by Invesco. It was launched on Apr 30, 1997. HFHIX is managed by Hartford. It was launched on Sep 29, 2011.
Performance
AFRAX vs. HFHIX - Performance Comparison
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AFRAX vs. HFHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFRAX Invesco Floating Rate ESG Fund | -1.27% | 4.57% | 6.80% | 10.86% | -2.26% | 6.24% | 1.53% | 7.25% | -0.19% | 3.99% |
HFHIX Hartford Floating Rate High Income Fund | -1.29% | 7.69% | 6.61% | 9.35% | -4.54% | 4.21% | 1.04% | 9.28% | -0.31% | 5.62% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AFRAX having a -1.27% return and HFHIX slightly lower at -1.29%. Both investments have delivered pretty close results over the past 10 years, with AFRAX having a 4.62% annualized return and HFHIX not far ahead at 4.82%.
AFRAX
- 1D
- 0.00%
- 1M
- -0.32%
- YTD
- -1.27%
- 6M
- -0.90%
- 1Y
- 3.17%
- 3Y*
- 6.05%
- 5Y*
- 4.30%
- 10Y*
- 4.62%
HFHIX
- 1D
- 0.00%
- 1M
- -1.37%
- YTD
- -1.29%
- 6M
- 0.27%
- 1Y
- 5.00%
- 3Y*
- 6.52%
- 5Y*
- 3.93%
- 10Y*
- 4.82%
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AFRAX vs. HFHIX - Expense Ratio Comparison
AFRAX has a 1.04% expense ratio, which is higher than HFHIX's 0.80% expense ratio.
Return for Risk
AFRAX vs. HFHIX — Risk / Return Rank
AFRAX
HFHIX
AFRAX vs. HFHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Floating Rate ESG Fund (AFRAX) and Hartford Floating Rate High Income Fund (HFHIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFRAX | HFHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.87 | -0.57 |
Sortino ratioReturn per unit of downside risk | 2.39 | 2.96 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.69 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.97 | -1.22 |
Martin ratioReturn relative to average drawdown | 5.94 | 9.83 | -3.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFRAX | HFHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.87 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 1.36 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.25 | 1.16 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.24 | -0.51 |
Correlation
The correlation between AFRAX and HFHIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AFRAX vs. HFHIX - Dividend Comparison
AFRAX's dividend yield for the trailing twelve months is around 7.21%, more than HFHIX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFRAX Invesco Floating Rate ESG Fund | 7.21% | 8.06% | 8.39% | 7.85% | 7.03% | 3.84% | 4.13% | 5.52% | 4.59% | 4.04% | 4.01% | 5.23% |
HFHIX Hartford Floating Rate High Income Fund | 6.74% | 6.70% | 6.73% | 6.60% | 5.21% | 3.30% | 3.86% | 4.75% | 6.55% | 4.24% | 5.01% | 5.58% |
Drawdowns
AFRAX vs. HFHIX - Drawdown Comparison
The maximum AFRAX drawdown since its inception was -37.60%, which is greater than HFHIX's maximum drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for AFRAX and HFHIX.
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Drawdown Indicators
| AFRAX | HFHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.60% | -23.31% | -14.29% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -1.85% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -8.21% | +1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -18.91% | -23.31% | +4.40% |
Current DrawdownCurrent decline from peak | -1.27% | -1.85% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -1.35% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 0.56% | +0.02% |
Volatility
AFRAX vs. HFHIX - Volatility Comparison
Invesco Floating Rate ESG Fund (AFRAX) has a higher volatility of 0.60% compared to Hartford Floating Rate High Income Fund (HFHIX) at 0.49%. This indicates that AFRAX's price experiences larger fluctuations and is considered to be riskier than HFHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFRAX | HFHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 0.49% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 1.83% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.92% | 2.95% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.16% | 2.90% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 4.18% | -0.46% |