HAOYX vs. DFIV

In the year-to-date period, HAOYX achieves a 14.86% return, which is significantly lower than DFIV's 19.59% return.

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HAOYX has a 0.77% expense ratio, which is higher than DFIV's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and Dimensional International Value ETF (DFIV). 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.

The current HAOYX Sharpe Ratio is 0.88, which is comparable to the DFIV Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of HAOYX and DFIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HAOYX's dividend yield for the trailing twelve months is around 1.34%, less than DFIV's 3.39% yield.

The maximum HAOYX drawdown since its inception was -58.08%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for HAOYX and DFIV.

The Hartford International Opportunities Fund (HAOYX) and Dimensional International Value ETF (DFIV) have volatilities of 2.79% and 2.71%, 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.