Correlation
The correlation between HAFIX and SPY is 0.59, 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.
HAFIX vs. SPY
Compare and contrast key facts about Hartford AARP Balanced Retirement Fund (HAFIX) and SPDR S&P 500 ETF (SPY).
HAFIX is managed by Hartford. It was launched on Apr 29, 2014. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAFIX or SPY.
Performance
HAFIX vs. SPY - Performance Comparison
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Key characteristics
Returns By Period
HAFIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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HAFIX vs. SPY - Expense Ratio Comparison
HAFIX has a 0.56% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HAFIX vs. SPY — Risk-Adjusted Performance Rank
HAFIX
SPY
HAFIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford AARP Balanced Retirement Fund (HAFIX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
HAFIX vs. SPY - Dividend Comparison
HAFIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAFIX Hartford AARP Balanced Retirement Fund | 0.53% | 1.60% | 2.88% | 5.62% | 2.51% | 2.17% | 3.79% | 7.49% | 5.36% | 9.61% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HAFIX vs. SPY - Drawdown Comparison
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Volatility
HAFIX vs. SPY - Volatility Comparison
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