HABYX vs. PRRIX
HABYX (The Hartford Total Return Bond Fund) and PRRIX (PIMCO Real Return Fund) are both mutual funds - HABYX is a Intermediate Core-Plus Bond fund managed by Hartford, while PRRIX is a Inflation-Protected Bonds fund managed by PIMCO. Over the past 10 years, HABYX returned 2.34%/yr vs 2.68%/yr for PRRIX. A 0.69 correlation means they provide meaningful diversification when combined. HABYX charges 0.39%/yr vs 0.45%/yr for PRRIX.
Performance
HABYX vs. PRRIX - Performance Comparison
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Returns By Period
In the year-to-date period, HABYX achieves a 0.18% return, which is significantly higher than PRRIX's 0.10% return. Over the past 10 years, HABYX has underperformed PRRIX with an annualized return of 2.34%, while PRRIX has yielded a comparatively higher 2.68% annualized return.
HABYX
- 1D
- -0.33%
- 1M
- 0.69%
- YTD
- 0.18%
- 6M
- 0.54%
- 1Y
- 4.72%
- 3Y*
- 4.63%
- 5Y*
- 0.38%
- 10Y*
- 2.34%
PRRIX
- 1D
- -0.39%
- 1M
- 0.24%
- YTD
- 0.10%
- 6M
- 0.54%
- 1Y
- 4.01%
- 3Y*
- 4.19%
- 5Y*
- 0.83%
- 10Y*
- 2.68%
HABYX vs. PRRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 0.18% | 7.25% | 2.41% | 6.96% | -14.02% | -1.08% | 9.29% | 10.62% | -0.73% | 5.26% |
PRRIX PIMCO Real Return Fund | 0.10% | 8.19% | 2.60% | 3.29% | -13.27% | 5.70% | 12.11% | 8.53% | -1.96% | 4.22% |
Correlation
The correlation between HABYX and PRRIX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 1997 | 0.69 |
The correlation between HABYX and PRRIX shifts across timeframes, from 0.69 (all time) to 0.86 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HABYX vs. PRRIX — Risk / Return Rank
HABYX
PRRIX
HABYX vs. PRRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Total Return Bond Fund (HABYX) and PIMCO Real Return Fund (PRRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HABYX | PRRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.52 | +0.11 |
| Martin ratioReturn relative to average drawdown | 4.62 | 5.17 | -0.55 |
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Drawdowns
HABYX vs. PRRIX - Drawdown Comparison
The maximum HABYX drawdown since its inception was -19.42%, roughly equal to the maximum PRRIX drawdown of -19.25%. Use the drawdown chart below to compare losses from any high point for HABYX and PRRIX.
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Drawdown Indicators
| HABYX | PRRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -19.25% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -2.66% | -0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -6.50% | -4.51% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -15.76% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | -15.76% | -3.66% |
Current DrawdownCurrent decline from peak | -1.63% | -1.55% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -3.17% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 0.78% | +0.29% |
Volatility
HABYX vs. PRRIX - Volatility Comparison
The current volatility for The Hartford Total Return Bond Fund (HABYX) is 1.17%, while PIMCO Real Return Fund (PRRIX) has a volatility of 1.78%. This indicates that HABYX experiences smaller price fluctuations and is considered to be less risky than PRRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABYX | PRRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.78% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 3.01% | 3.08% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.99% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 6.27% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 5.65% | -0.58% |
HABYX vs. PRRIX - Expense Ratio Comparison
HABYX has a 0.39% expense ratio, which is lower than PRRIX's 0.45% expense ratio.
Dividends
HABYX vs. PRRIX - Dividend Comparison
HABYX's dividend yield for the trailing twelve months is around 4.55%, more than PRRIX's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 4.55% | 4.56% | 4.39% | 3.99% | 3.10% | 3.96% | 3.19% | 3.76% | 4.08% | 3.89% | 3.10% | 2.94% |
PRRIX PIMCO Real Return Fund | 4.20% | 3.92% | 3.17% | 2.83% | 7.38% | 5.12% | 2.62% | 1.91% | 2.70% | 2.57% | 1.10% | 0.99% |
Frequently Asked Questions
HABYX and PRRIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRRIX has higher volatility (1.78%) compared to HABYX (1.17%). In terms of maximum drawdown, HABYX dropped -19.42% vs PRRIX's -19.25%.
HABYX currently has the higher Sharpe Ratio (1.23 vs 1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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