HABYX vs. VAIPX
HABYX (The Hartford Total Return Bond Fund) and VAIPX (Vanguard Inflation-Protected Securities Fund Admiral Shares) are both mutual funds - HABYX is a Intermediate Core-Plus Bond fund managed by Hartford, while VAIPX is a Inflation-Protected Bonds fund managed by Vanguard. Over the past 10 years, HABYX returned 2.35%/yr vs 2.49%/yr for VAIPX. A 0.74 correlation means they provide meaningful diversification when combined. HABYX charges 0.39%/yr vs 0.10%/yr for VAIPX.
Performance
HABYX vs. VAIPX - Performance Comparison
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Returns By Period
In the year-to-date period, HABYX achieves a 0.29% return, which is significantly lower than VAIPX's 0.69% return. Over the past 10 years, HABYX has underperformed VAIPX with an annualized return of 2.35%, while VAIPX has yielded a comparatively higher 2.49% annualized return.
HABYX
- 1D
- 0.11%
- 1M
- 0.80%
- YTD
- 0.29%
- 6M
- 0.44%
- 1Y
- 4.49%
- 3Y*
- 4.67%
- 5Y*
- 0.38%
- 10Y*
- 2.35%
VAIPX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.69%
- 6M
- 0.65%
- 1Y
- 3.38%
- 3Y*
- 3.62%
- 5Y*
- 0.92%
- 10Y*
- 2.49%
HABYX vs. VAIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 0.29% | 7.25% | 2.41% | 6.96% | -14.02% | -1.08% | 9.29% | 10.62% | -0.73% | 5.26% |
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 0.69% | 6.87% | 1.85% | 3.83% | -11.92% | 5.69% | 10.96% | 8.16% | -1.39% | 2.91% |
Correlation
The correlation between HABYX and VAIPX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2005 | 0.74 |
The correlation between HABYX and VAIPX shifts across timeframes, from 0.74 (all time) to 0.85 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HABYX vs. VAIPX — Risk / Return Rank
HABYX
VAIPX
HABYX vs. VAIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Total Return Bond Fund (HABYX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX). 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 | VAIPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.72 | -0.13 |
| Martin ratioReturn relative to average drawdown | 4.50 | 5.34 | -0.84 |
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Drawdowns
HABYX vs. VAIPX - Drawdown Comparison
The maximum HABYX drawdown since its inception was -19.42%, which is greater than VAIPX's maximum drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for HABYX and VAIPX.
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Drawdown Indicators
| HABYX | VAIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -15.04% | -4.38% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -2.05% | -1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -6.50% | -4.52% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -14.40% | -4.98% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | -14.40% | -5.02% |
Current DrawdownCurrent decline from peak | -1.52% | -1.03% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -3.80% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.66% | +0.42% |
Volatility
HABYX vs. VAIPX - Volatility Comparison
The Hartford Total Return Bond Fund (HABYX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) have volatilities of 1.17% and 1.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABYX | VAIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.19% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.00% | 2.45% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.35% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 5.98% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 5.32% | -0.25% |
HABYX vs. VAIPX - Expense Ratio Comparison
HABYX has a 0.39% expense ratio, which is higher than VAIPX's 0.10% expense ratio.
Dividends
HABYX vs. VAIPX - Dividend Comparison
HABYX's dividend yield for the trailing twelve months is around 4.55%, which matches VAIPX's 4.53% 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% |
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 4.53% | 4.74% | 4.17% | 4.31% | 8.45% | 5.13% | 1.38% | 2.29% | 3.12% | 2.41% | 3.49% | 0.88% |
Frequently Asked Questions
HABYX and VAIPX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VAIPX has higher volatility (1.19%) compared to HABYX (1.17%). In terms of maximum drawdown, HABYX dropped -19.42% vs VAIPX's -15.04%.
HABYX currently has the higher Sharpe Ratio (1.20 vs 1.05), 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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