HCKAX vs. KBR
HCKAX (Hartford Checks and Balances Fund) is Diversified Portfolio fund managed by Hartford, while KBR (KBR, Inc.) is a stock. Over the past 10 years, HCKAX returned 8.97%/yr vs 10.77%/yr for KBR. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
HCKAX vs. KBR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HCKAX achieves a 6.39% return, which is significantly higher than KBR's -6.89% return. Over the past 10 years, HCKAX has underperformed KBR with an annualized return of 8.97%, while KBR has yielded a comparatively higher 10.77% annualized return.
HCKAX
- 1D
- 0.37%
- 1M
- 0.00%
- 6M
- 4.87%
- YTD
- 6.39%
- 1Y
- 14.80%
- 3Y*
- 11.71%
- 5Y*
- 6.40%
- 10Y*
- 8.97%
- ALL TIME*
- 7.01%
KBR
- 1D
- 1.31%
- 1M
- 1.87%
- 6M
- -11.97%
- YTD
- -6.89%
- 1Y
- -18.91%
- 3Y*
- -14.45%
- 5Y*
- 0.62%
- 10Y*
- 10.77%
- ALL TIME*
- 4.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
KBR KBR, Inc. | $77.74M | $65.39M | $67.20M |
HCKAX vs. KBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 6.39% | 11.51% | 12.99% | 13.00% | -13.28% | 14.28% | 13.06% | 22.40% | -3.65% | 14.54% |
KBR KBR, Inc. | -6.89% | -29.66% | 5.58% | 5.94% | 11.93% | 55.64% | 3.23% | 103.61% | -22.05% | 21.16% |
Correlation
The correlation between HCKAX and KBR is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since May 31, 2007 | 0.60 |
Over the past year, the correlation between HCKAX and KBR has dropped to 0.35 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HCKAX vs. KBR — Risk / Return Rank
HCKAX
KBR
HCKAX vs. KBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Checks and Balances Fund (HCKAX) and KBR, Inc. (KBR). 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.
| HCKAX | KBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.26 | ||
| Sortino ratioReturn per unit of downside risk | +3.04 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.92 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | -0.46 | +2.66 |
| Martin ratioReturn relative to average drawdown | 9.72 | -0.84 | +10.56 |
Loading charts...
Drawdowns
HCKAX vs. KBR - Drawdown Comparison
The maximum HCKAX drawdown since its inception was -41.69%, smaller than the maximum KBR drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for HCKAX and KBR.
Loading charts...
Drawdown Indicators
| HCKAX | KBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -77.47% | +35.78% |
Max Drawdown (1Y)Largest decline over 1 year | -6.45% | -41.07% | +34.62% |
Max Drawdown (3Y)Largest decline over 3 years | -11.07% | -57.39% | +46.32% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -57.39% | +37.10% |
Max Drawdown (10Y)Largest decline over 10 years | -26.91% | -57.94% | +31.03% |
Current DrawdownCurrent decline from peak | -0.36% | -47.19% | +46.83% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -34.06% | +28.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 22.47% | -21.01% |
Volatility
HCKAX vs. KBR - Volatility Comparison
The current volatility for Hartford Checks and Balances Fund (HCKAX) is 2.25%, while KBR, Inc. (KBR) has a volatility of 11.66%. This indicates that HCKAX experiences smaller price fluctuations and is considered to be less risky than KBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HCKAX | KBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 11.66% | -9.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.61% | 27.05% | -20.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.40% | 33.67% | -25.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 29.26% | -18.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 36.68% | -25.13% |
Dividends
HCKAX vs. KBR - Dividend Comparison
HCKAX's dividend yield for the trailing twelve months is around 7.00%, more than KBR's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 7.00% | 7.43% | 5.85% | 4.57% | 8.94% | 6.33% | 4.41% | 7.45% | 10.66% | 13.93% | 8.70% | 12.58% |
KBR KBR, Inc. | 1.78% | 1.64% | 1.04% | 0.97% | 0.91% | 0.92% | 1.29% | 1.05% | 2.11% | 1.61% | 1.92% | 1.89% |
Frequently Asked Questions
HCKAX and KBR have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KBR has higher volatility (11.66%) compared to HCKAX (2.25%). In terms of maximum drawdown, HCKAX dropped -41.69% vs KBR's -77.47%.
HCKAX currently has the higher Sharpe Ratio (1.69 vs -0.56), 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.
Find the right allocation for HCKAX and KBR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer