HBLYX vs. VOO
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and Vanguard S&P 500 ETF (VOO).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HBLYX vs. VOO - Performance Comparison
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HBLYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, HBLYX has underperformed VOO with an annualized return of 6.68%, while VOO has yielded a comparatively higher 14.14% annualized 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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HBLYX vs. VOO - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HBLYX vs. VOO — Risk / Return Rank
HBLYX
VOO
HBLYX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.01 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.53 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.55 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.01 | 7.31 | -2.29 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.01 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.71 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.79 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.83 | -0.03 |
Correlation
The correlation between HBLYX and VOO is 0.80, 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
HBLYX vs. VOO - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HBLYX vs. VOO - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HBLYX and VOO.
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Drawdown Indicators
| HBLYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -33.99% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -11.98% | +6.08% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -24.52% | +8.60% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | -33.99% | +10.80% |
Current DrawdownCurrent decline from peak | -4.55% | -5.55% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -3.72% | +0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.55% | -1.06% |
Volatility
HBLYX vs. VOO - Volatility Comparison
The current volatility for The Hartford Balanced Income Fund (HBLYX) is 2.73%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that HBLYX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBLYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 5.34% | -2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 9.47% | -5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 18.11% | -10.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 16.82% | -8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 17.99% | -9.61% |