HCAYX vs. HSNIX
Compare and contrast key facts about The Hartford Capital Appreciation Fund (HCAYX) and The Hartford Strategic Income Fund (HSNIX).
HCAYX is managed by Hartford. It was launched on Jul 22, 1996. HSNIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HCAYX vs. HSNIX - Performance Comparison
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HCAYX vs. HSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | -8.42% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 35.95% | -4.83% | 21.82% |
HSNIX The Hartford Strategic Income Fund | -1.75% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
Returns By Period
In the year-to-date period, HCAYX achieves a -8.42% return, which is significantly lower than HSNIX's -1.75% return. Over the past 10 years, HCAYX has outperformed HSNIX with an annualized return of 10.95%, while HSNIX has yielded a comparatively lower 4.46% annualized return.
HCAYX
- 1D
- -0.39%
- 1M
- -8.43%
- YTD
- -8.42%
- 6M
- -6.40%
- 1Y
- 8.10%
- 3Y*
- 11.32%
- 5Y*
- 5.74%
- 10Y*
- 10.95%
HSNIX
- 1D
- 0.26%
- 1M
- -3.10%
- YTD
- -1.75%
- 6M
- -0.32%
- 1Y
- 5.57%
- 3Y*
- 6.37%
- 5Y*
- 1.92%
- 10Y*
- 4.46%
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HCAYX vs. HSNIX - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is higher than HSNIX's 0.64% expense ratio.
Return for Risk
HCAYX vs. HSNIX — Risk / Return Rank
HCAYX
HSNIX
HCAYX vs. HSNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) and The Hartford Strategic Income Fund (HSNIX). 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.
| HCAYX | HSNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.41 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.92 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.59 | -1.04 |
Martin ratioReturn relative to average drawdown | 2.39 | 6.75 | -4.36 |
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
| HCAYX | HSNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.41 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.41 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.98 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.93 | -0.33 |
Correlation
The correlation between HCAYX and HSNIX is 0.17, 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
HCAYX vs. HSNIX - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 6.01%, less than HSNIX's 6.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 6.01% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
HSNIX The Hartford Strategic Income Fund | 6.35% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
Drawdowns
HCAYX vs. HSNIX - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, which is greater than HSNIX's maximum drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for HCAYX and HSNIX.
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Drawdown Indicators
| HCAYX | HSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -23.39% | -35.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -3.68% | -8.34% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -19.44% | -7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -19.44% | -16.87% |
Current DrawdownCurrent decline from peak | -10.10% | -3.10% | -7.00% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -3.14% | -7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 0.87% | +1.91% |
Volatility
HCAYX vs. HSNIX - Volatility Comparison
The Hartford Capital Appreciation Fund (HCAYX) has a higher volatility of 4.50% compared to The Hartford Strategic Income Fund (HSNIX) at 1.58%. This indicates that HCAYX's price experiences larger fluctuations and is considered to be riskier than HSNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCAYX | HSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 1.58% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 2.33% | +6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 3.97% | +14.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 4.67% | +12.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 4.59% | +13.42% |