HCAYX vs. TANDX
HCAYX (The Hartford Capital Appreciation Fund) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past 5 years, HCAYX returned 7.93%/yr vs 2.38%/yr for TANDX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. HCAYX charges 0.80%/yr vs 1.59%/yr for TANDX.
Performance
HCAYX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, HCAYX achieves a 8.33% return, which is significantly higher than TANDX's -6.24% return.
HCAYX
- 1D
- 1.53%
- 1M
- 0.82%
- 6M
- 7.96%
- YTD
- 8.33%
- 1Y
- 16.04%
- 3Y*
- 15.18%
- 5Y*
- 7.93%
- 10Y*
- 12.29%
- ALL TIME*
- 12.50%
TANDX
- 1D
- 0.86%
- 1M
- 3.68%
- 6M
- -2.95%
- YTD
- -6.24%
- 1Y
- -7.89%
- 3Y*
- 2.58%
- 5Y*
- 2.38%
- 10Y*
- —
- ALL TIME*
- 6.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
HCAYX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 8.33% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 16.85% |
TANDX Castle Tandem Fund | -6.24% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Correlation
The correlation between HCAYX and TANDX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.75 |
Over the past year, the correlation between HCAYX and TANDX has dropped to 0.33 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
HCAYX vs. TANDX — Risk / Return Rank
HCAYX
TANDX
HCAYX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) and Castle Tandem Fund (TANDX). 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.
| HCAYX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.90 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | -0.41 | +2.18 |
| Martin ratioReturn relative to average drawdown | 7.06 | -0.78 | +7.84 |
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Drawdowns
HCAYX vs. TANDX - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, smaller than the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for HCAYX and TANDX.
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Drawdown Indicators
| HCAYX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -93.98% | +34.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -16.88% | +6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -93.98% | +73.83% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -93.98% | +67.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | — | — |
Current DrawdownCurrent decline from peak | -1.56% | -93.44% | +91.88% |
Average DrawdownAverage peak-to-trough decline | -10.34% | -21.92% | +11.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 8.84% | -6.31% |
Volatility
HCAYX vs. TANDX - Volatility Comparison
The current volatility for The Hartford Capital Appreciation Fund (HCAYX) is 3.75%, while Castle Tandem Fund (TANDX) has a volatility of 4.33%. This indicates that HCAYX experiences smaller price fluctuations and is considered to be less risky than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCAYX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 4.33% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 8.78% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.12% | 10.70% | +2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 596.04% | -579.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 490.88% | -472.89% |
HCAYX vs. TANDX - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
HCAYX vs. TANDX - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 5.08%, less than TANDX's 6.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 5.08% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
TANDX Castle Tandem Fund | 6.58% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HCAYX and TANDX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TANDX has higher volatility (4.33%) compared to HCAYX (3.75%). In terms of maximum drawdown, HCAYX dropped -59.00% vs TANDX's -93.98%.
HCAYX currently has the higher Sharpe Ratio (1.37 vs -0.65), 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.
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