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
Returns By Period
In the year-to-date period, HAFIX achieves a 5.63% return, which is significantly lower than SPY's 26.47% return. Over the past 10 years, HAFIX has underperformed SPY with an annualized return of 3.66%, while SPY has yielded a comparatively higher 13.14% annualized return.
HAFIX
5.63%
0.00%
4.71%
10.79%
3.37%
3.66%
SPY
26.47%
3.03%
13.19%
32.65%
15.68%
13.14%
Key characteristics
| HAFIX | SPY | |
|---|---|---|
| Sharpe Ratio | 2.02 | 2.69 |
| Sortino Ratio | 2.90 | 3.59 |
| Omega Ratio | 1.41 | 1.50 |
| Calmar Ratio | 1.40 | 3.88 |
| Martin Ratio | 10.14 | 17.47 |
| Ulcer Index | 1.06% | 1.87% |
| Daily Std Dev | 5.34% | 12.14% |
| Max Drawdown | -17.48% | -55.19% |
| Current Drawdown | -1.57% | -0.54% |
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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.
Correlation
The correlation between HAFIX and SPY is 0.70, 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.
Risk-Adjusted Performance
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.
Dividends
HAFIX vs. SPY - Dividend Comparison
HAFIX's dividend yield for the trailing twelve months is around 2.14%, more than SPY's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAFIX Hartford AARP Balanced Retirement Fund | 2.14% | 2.88% | 5.62% | 2.51% | 2.17% | 3.79% | 7.49% | 5.36% | 4.70% | 5.50% | 3.25% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
HAFIX vs. SPY - Drawdown Comparison
The maximum HAFIX drawdown since its inception was -17.48%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HAFIX and SPY. For additional features, visit the drawdowns tool.
Volatility
HAFIX vs. SPY - Volatility Comparison
The current volatility for Hartford AARP Balanced Retirement Fund (HAFIX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.98%. This indicates that HAFIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.