FDKFX vs. HIAOX
Compare and contrast key facts about Fidelity International Discovery K6 Fund (FDKFX) and Hartford International Opportunities HLS Fund (HIAOX).
FDKFX is managed by Fidelity. It was launched on Jun 13, 2019. HIAOX is managed by Hartford. It was launched on Jul 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDKFX or HIAOX.
Key characteristics
| FDKFX | HIAOX | |
|---|---|---|
| YTD Return | 14.04% | 11.91% |
| 1Y Return | 26.40% | 21.29% |
| 3Y Return (Ann) | -1.68% | -0.37% |
| 5Y Return (Ann) | 6.99% | 6.59% |
| Sharpe Ratio | 1.89 | 1.66 |
| Sortino Ratio | 2.61 | 2.33 |
| Omega Ratio | 1.33 | 1.29 |
| Calmar Ratio | 1.02 | 1.09 |
| Martin Ratio | 10.34 | 9.82 |
| Ulcer Index | 2.50% | 2.13% |
| Daily Std Dev | 13.70% | 12.65% |
| Max Drawdown | -36.63% | -59.32% |
| Current Drawdown | -5.50% | -3.58% |
Correlation
The correlation between FDKFX and HIAOX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FDKFX vs. HIAOX - Performance Comparison
In the year-to-date period, FDKFX achieves a 14.04% return, which is significantly higher than HIAOX's 11.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDKFX vs. HIAOX - Expense Ratio Comparison
FDKFX has a 0.60% expense ratio, which is lower than HIAOX's 0.74% expense ratio.
Risk-Adjusted Performance
FDKFX vs. HIAOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Discovery K6 Fund (FDKFX) and Hartford International Opportunities HLS Fund (HIAOX). 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.
Dividends
FDKFX vs. HIAOX - Dividend Comparison
FDKFX's dividend yield for the trailing twelve months is around 1.42%, less than HIAOX's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKFX Fidelity International Discovery K6 Fund | 1.42% | 1.62% | 0.99% | 1.90% | 0.60% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HIAOX Hartford International Opportunities HLS Fund | 1.51% | 1.14% | 24.26% | 1.01% | 1.62% | 5.57% | 2.33% | 1.32% | 1.57% | 1.44% | 2.23% | 1.79% |
Drawdowns
FDKFX vs. HIAOX - Drawdown Comparison
The maximum FDKFX drawdown since its inception was -36.63%, smaller than the maximum HIAOX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for FDKFX and HIAOX. For additional features, visit the drawdowns tool.
Volatility
FDKFX vs. HIAOX - Volatility Comparison
The current volatility for Fidelity International Discovery K6 Fund (FDKFX) is 3.40%, while Hartford International Opportunities HLS Fund (HIAOX) has a volatility of 3.64%. This indicates that FDKFX experiences smaller price fluctuations and is considered to be less risky than HIAOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.