HABYX vs. HILYX
Compare and contrast key facts about The Hartford Total Return Bond Fund (HABYX) and Hartford International Value Fund (HILYX).
HABYX is managed by Hartford. It was launched on Jul 22, 1996. HILYX is managed by Hartford. It was launched on May 27, 2010.
Performance
HABYX vs. HILYX - Performance Comparison
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HABYX vs. HILYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | -0.44% | 7.25% | 2.41% | 6.96% | -14.02% | -1.08% | 9.29% | 10.62% | -0.73% | 5.26% |
HILYX Hartford International Value Fund | 3.71% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
Returns By Period
In the year-to-date period, HABYX achieves a -0.44% return, which is significantly lower than HILYX's 3.71% return. Over the past 10 years, HABYX has underperformed HILYX with an annualized return of 2.46%, while HILYX has yielded a comparatively higher 11.02% annualized return.
HABYX
- 1D
- 0.22%
- 1M
- -1.72%
- YTD
- -0.44%
- 6M
- 0.29%
- 1Y
- 3.91%
- 3Y*
- 4.25%
- 5Y*
- 0.51%
- 10Y*
- 2.46%
HILYX
- 1D
- 2.88%
- 1M
- -5.54%
- YTD
- 3.71%
- 6M
- 10.14%
- 1Y
- 33.31%
- 3Y*
- 18.94%
- 5Y*
- 13.10%
- 10Y*
- 11.02%
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HABYX vs. HILYX - Expense Ratio Comparison
HABYX has a 0.39% expense ratio, which is lower than HILYX's 0.91% expense ratio.
Return for Risk
HABYX vs. HILYX — Risk / Return Rank
HABYX
HILYX
HABYX vs. HILYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Total Return Bond Fund (HABYX) and Hartford International Value Fund (HILYX). 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.
| HABYX | HILYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 2.11 | -1.21 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.72 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.42 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.82 | -1.22 |
Martin ratioReturn relative to average drawdown | 4.59 | 10.85 | -6.26 |
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
| HABYX | HILYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 2.11 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.87 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.65 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.59 | +0.46 |
Correlation
The correlation between HABYX and HILYX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HABYX vs. HILYX - Dividend Comparison
HABYX's dividend yield for the trailing twelve months is around 4.19%, less than HILYX's 5.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 4.19% | 4.56% | 4.39% | 3.99% | 3.10% | 3.96% | 3.19% | 3.76% | 4.08% | 3.89% | 3.10% | 2.94% |
HILYX Hartford International Value Fund | 5.59% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
Drawdowns
HABYX vs. HILYX - Drawdown Comparison
The maximum HABYX drawdown since its inception was -19.42%, smaller than the maximum HILYX drawdown of -48.29%. Use the drawdown chart below to compare losses from any high point for HABYX and HILYX.
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Drawdown Indicators
| HABYX | HILYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -48.29% | +28.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -11.31% | +8.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -25.58% | +6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | -48.29% | +28.87% |
Current DrawdownCurrent decline from peak | -2.24% | -7.54% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -8.23% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.94% | -1.90% |
Volatility
HABYX vs. HILYX - Volatility Comparison
The current volatility for The Hartford Total Return Bond Fund (HABYX) is 1.64%, while Hartford International Value Fund (HILYX) has a volatility of 7.20%. This indicates that HABYX experiences smaller price fluctuations and is considered to be less risky than HILYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABYX | HILYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 7.20% | -5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 10.43% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.52% | 15.83% | -11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 15.11% | -9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 17.07% | -12.03% |