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HAFIX vs. T
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HAFIX and T is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

HAFIX vs. T

Last updated May 30, 2025

Compare and contrast key facts about Hartford AARP Balanced Retirement Fund (HAFIX) and AT&T Inc. (T).

HAFIX is managed by Hartford. It was launched on Apr 29, 2014.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAFIX or T.

Performance

HAFIX vs. T - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford AARP Balanced Retirement Fund (HAFIX) and AT&T Inc. (T). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

HAFIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

T

YTD

23.09%

1M

0.29%

6M

20.45%

1Y

68.30%

3Y*

15.44%

5Y*

11.04%

10Y*

8.13%

*Annualized

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Hartford AARP Balanced Retirement Fund

AT&T Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

HAFIX vs. T — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HAFIX
The Risk-Adjusted Performance Rank of HAFIX is 5555
Overall Rank
The Sharpe Ratio Rank of HAFIX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of HAFIX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of HAFIX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of HAFIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of HAFIX is 6161
Martin Ratio Rank
T
The Risk-Adjusted Performance Rank of T is 9797
Overall Rank
The Sharpe Ratio Rank of T is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of T is 9696
Sortino Ratio Rank
The Omega Ratio Rank of T is 9696
Omega Ratio Rank
The Calmar Ratio Rank of T is 9797
Calmar Ratio Rank
The Martin Ratio Rank of T is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HAFIX vs. T - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford AARP Balanced Retirement Fund (HAFIX) and AT&T Inc. (T). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

HAFIX vs. T - Dividend Comparison

HAFIX has not paid dividends to shareholders, while T's dividend yield for the trailing twelve months is around 4.05%.

TTM20242023202220212020201920182017201620152014
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%
T
AT&T Inc.		4.05%4.87%6.62%7.35%11.19%9.58%6.91%9.28%6.67%5.98%7.23%7.25%

Drawdowns

HAFIX vs. T - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

HAFIX vs. T - Volatility Comparison

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