HAOYX vs. FSOSX
Compare and contrast key facts about The Hartford International Opportunities Fund (HAOYX) and Fidelity Series Overseas Fund (FSOSX).
HAOYX is managed by Hartford. It was launched on Jul 22, 1996. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
HAOYX vs. FSOSX - Performance Comparison
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HAOYX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | -3.96% | 30.27% | 8.39% | 11.84% | -17.99% | 7.63% | 20.63% | 6.32% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, HAOYX achieves a -3.96% return, which is significantly higher than FSOSX's -5.69% return.
HAOYX
- 1D
- -0.04%
- 1M
- -11.54%
- YTD
- -3.96%
- 6M
- 0.68%
- 1Y
- 17.71%
- 3Y*
- 12.84%
- 5Y*
- 5.81%
- 10Y*
- 7.98%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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HAOYX vs. FSOSX - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
HAOYX vs. FSOSX — Risk / Return Rank
HAOYX
FSOSX
HAOYX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and Fidelity Series Overseas Fund (FSOSX). 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.
| HAOYX | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.34 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.43 | 0.58 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.08 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.40 | +0.91 |
Martin ratioReturn relative to average drawdown | 5.15 | 1.51 | +3.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAOYX | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.34 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.43 | -0.09 |
Correlation
The correlation between HAOYX and FSOSX is 0.92, 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.
Dividends
HAOYX vs. FSOSX - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 8.25%, less than FSOSX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 8.25% | 7.92% | 1.54% | 1.59% | 0.89% | 10.25% | 0.64% | 1.57% | 4.24% | 4.94% | 1.48% | 2.69% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAOYX vs. FSOSX - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -58.08%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for HAOYX and FSOSX.
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Drawdown Indicators
| HAOYX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.08% | -35.36% | -22.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -12.39% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -35.36% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -35.16% | — | — |
Current DrawdownCurrent decline from peak | -11.72% | -11.89% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -7.90% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.31% | -0.32% |
Volatility
HAOYX vs. FSOSX - Volatility Comparison
The current volatility for The Hartford International Opportunities Fund (HAOYX) is 7.16%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.28%. This indicates that HAOYX experiences smaller price fluctuations and is considered to be less risky than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAOYX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 8.28% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 11.94% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 18.25% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 17.35% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 18.93% | -2.15% |