HAOYX vs. EPDIX
HAOYX (The Hartford International Opportunities Fund) and EPDIX (EuroPac International Dividend Income Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, HAOYX returned 10.11%/yr vs 10.11%/yr for EPDIX. A 0.74 correlation means they provide meaningful diversification when combined. HAOYX charges 0.77%/yr vs 1.25%/yr for EPDIX.
Performance
HAOYX vs. EPDIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HAOYX achieves a 12.40% return, which is significantly higher than EPDIX's 8.07% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: HAOYX at 10.11% and EPDIX at 10.11%.
HAOYX
- 1D
- 0.38%
- 1M
- 2.96%
- YTD
- 12.40%
- 6M
- 12.57%
- 1Y
- 26.97%
- 3Y*
- 18.62%
- 5Y*
- 8.09%
- 10Y*
- 10.11%
EPDIX
- 1D
- -0.48%
- 1M
- -3.87%
- YTD
- 8.07%
- 6M
- 7.37%
- 1Y
- 36.11%
- 3Y*
- 22.68%
- 5Y*
- 13.90%
- 10Y*
- 10.11%
HAOYX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 12.40% | 30.27% | 8.39% | 11.84% | -17.99% | 7.63% | 20.63% | 26.17% | -18.73% | 24.72% |
EPDIX EuroPac International Dividend Income Fund | 8.07% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.81% |
Correlation
The correlation between HAOYX and EPDIX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2014 | 0.74 |
The correlation between HAOYX and EPDIX has been stable across timeframes, ranging from 0.65 to 0.74 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HAOYX vs. EPDIX — Risk / Return Rank
HAOYX
EPDIX
HAOYX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and EuroPac International Dividend Income Fund (EPDIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HAOYX | EPDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.46 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.36 | -0.99 |
| Martin ratioReturn relative to average drawdown | 9.12 | 11.45 | -2.32 |
Loading charts...
Drawdowns
HAOYX vs. EPDIX - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -58.08%, which is greater than EPDIX's maximum drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for HAOYX and EPDIX.
Loading charts...
Drawdown Indicators
| HAOYX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.08% | -38.23% | -19.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -10.92% | -0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -14.10% | -13.01% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -20.98% | -10.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.16% | -32.84% | -2.32% |
Current DrawdownCurrent decline from peak | -0.46% | -7.60% | +7.14% |
Average DrawdownAverage peak-to-trough decline | -13.71% | -10.76% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.20% | -0.16% |
Volatility
HAOYX vs. EPDIX - Volatility Comparison
The Hartford International Opportunities Fund (HAOYX) has a higher volatility of 6.48% compared to EuroPac International Dividend Income Fund (EPDIX) at 5.09%. This indicates that HAOYX's price experiences larger fluctuations and is considered to be riskier than EPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HAOYX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.09% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 12.37% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 14.47% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 14.11% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 14.92% | +1.99% |
HAOYX vs. EPDIX - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Dividends
HAOYX vs. EPDIX - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 7.05%, less than EPDIX's 7.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPDIX EuroPac International Dividend Income Fund | 7.15% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
HAOYX The Hartford International Opportunities Fund | 7.05% | 7.92% | 1.54% | 1.59% | 0.89% | 10.25% | 0.64% | 1.57% | 4.24% | 4.94% | 1.48% | 2.69% |
Frequently Asked Questions
HAOYX and EPDIX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAOYX has higher volatility (6.48%) compared to EPDIX (5.09%). In terms of maximum drawdown, HAOYX dropped -58.08% vs EPDIX's -38.23%.
EPDIX currently has the higher Sharpe Ratio (2.54 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for HAOYX and EPDIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer