HAFIX vs. T
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.
Key characteristics
| HAFIX | T | |
|---|---|---|
| YTD Return | 6.76% | 35.76% |
| 1Y Return | 12.41% | 52.63% |
| 3Y Return (Ann) | 1.80% | 8.37% |
| 5Y Return (Ann) | 3.74% | 1.07% |
| 10Y Return (Ann) | 3.71% | 4.00% |
| Sharpe Ratio | 1.97 | 2.52 |
| Daily Std Dev | 6.16% | 21.33% |
| Max Drawdown | -17.48% | -64.68% |
| Current Drawdown | -0.42% | -2.42% |
Correlation
The correlation between HAFIX and T is 0.42, 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.
Performance
HAFIX vs. T - Performance Comparison
In the year-to-date period, HAFIX achieves a 6.76% return, which is significantly lower than T's 35.76% return. Over the past 10 years, HAFIX has underperformed T with an annualized return of 3.71%, while T has yielded a comparatively higher 4.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
HAFIX vs. T - Dividend Comparison
HAFIX's dividend yield for the trailing twelve months is around 2.23%, less than T's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAFIX Hartford AARP Balanced Retirement Fund | 2.23% | 2.87% | 5.62% | 2.50% | 2.15% | 3.79% | 7.48% | 5.35% | 4.68% | 5.49% | 3.23% | 0.00% |
T AT&T Inc. | 5.11% | 6.62% | 6.66% | 8.45% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% | 5.48% | 5.12% |
Drawdowns
HAFIX vs. T - Drawdown Comparison
The maximum HAFIX drawdown since its inception was -17.48%, smaller than the maximum T drawdown of -64.68%. Use the drawdown chart below to compare losses from any high point for HAFIX and T. For additional features, visit the drawdowns tool.
Volatility
HAFIX vs. T - Volatility Comparison
The current volatility for Hartford AARP Balanced Retirement Fund (HAFIX) is 1.19%, while AT&T Inc. (T) has a volatility of 5.58%. This indicates that HAFIX experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.