HBLYX vs. FIQSX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and Fidelity Advisor Floating Rate High Income Fund Class Z (FIQSX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. FIQSX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
HBLYX vs. FIQSX - Performance Comparison
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HBLYX vs. FIQSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -3.07% |
FIQSX Fidelity Advisor Floating Rate High Income Fund Class Z | -0.61% | 5.53% | 8.80% | 11.71% | -1.49% | 5.06% | 1.86% | 8.56% | -3.27% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly lower than FIQSX's -0.61% return.
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
FIQSX
- 1D
- 0.00%
- 1M
- 0.22%
- YTD
- -0.61%
- 6M
- 0.79%
- 1Y
- 4.71%
- 3Y*
- 7.33%
- 5Y*
- 5.37%
- 10Y*
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HBLYX vs. FIQSX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is higher than FIQSX's 0.62% expense ratio.
Return for Risk
HBLYX vs. FIQSX — Risk / Return Rank
HBLYX
FIQSX
HBLYX vs. FIQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and Fidelity Advisor Floating Rate High Income Fund Class Z (FIQSX). 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.
| HBLYX | FIQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.47 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.29 | 2.06 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.49 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.88 | -0.61 |
Martin ratioReturn relative to average drawdown | 5.01 | 8.89 | -3.88 |
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
| HBLYX | FIQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.47 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 1.90 | -1.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 1.02 | -0.21 |
Correlation
The correlation between HBLYX and FIQSX is 0.29, 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.
Dividends
HBLYX vs. FIQSX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, more than FIQSX's 6.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
FIQSX Fidelity Advisor Floating Rate High Income Fund Class Z | 6.80% | 7.47% | 8.40% | 7.55% | 3.86% | 2.79% | 3.90% | 5.20% | 1.37% | 0.00% | 0.00% | 0.00% |
Drawdowns
HBLYX vs. FIQSX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, which is greater than FIQSX's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for HBLYX and FIQSX.
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Drawdown Indicators
| HBLYX | FIQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -22.19% | -9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -2.63% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -5.86% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | — | — |
Current DrawdownCurrent decline from peak | -4.55% | -0.82% | -3.73% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -1.13% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 0.58% | +0.91% |
Volatility
HBLYX vs. FIQSX - Volatility Comparison
The Hartford Balanced Income Fund (HBLYX) has a higher volatility of 2.73% compared to Fidelity Advisor Floating Rate High Income Fund Class Z (FIQSX) at 0.56%. This indicates that HBLYX's price experiences larger fluctuations and is considered to be riskier than FIQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBLYX | FIQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 0.56% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 1.62% | +2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 3.24% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 2.84% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 4.67% | +3.71% |