HCKAX vs. KBR

Last updated Apr 1, 2026

Compare and contrast key facts about Hartford Checks and Balances Fund (HCKAX) and KBR, Inc. (KBR).

HCKAX is managed by Hartford. It was launched on May 30, 2007.

Performance

HCKAX vs. KBR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Checks and Balances Fund (HCKAX) and KBR, Inc. (KBR). The values are adjusted to include any dividend payments, if applicable.

HCKAX vs. KBR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HCKAX Hartford Checks and Balances Fund	-4.65%	11.51%	12.99%	13.00%	-13.28%	14.28%	13.06%	22.40%	-3.65%	14.54%
KBR KBR, Inc.	-7.90%	-29.66%	5.58%	5.94%	11.93%	55.64%	3.23%	103.61%	-22.05%	21.16%

Returns By Period

In the year-to-date period, HCKAX achieves a -4.65% return, which is significantly higher than KBR's -7.90% return. Over the past 10 years, HCKAX has underperformed KBR with an annualized return of 8.17%, while KBR has yielded a comparatively higher 10.84% annualized return.

HCKAX

• 1D: -0.13%
• 1M: -6.27%
• YTD: -4.65%
• 6M: -2.17%
• 1Y: 7.28%
• 3Y*: 9.56%
• 5Y*: 5.31%
• 10Y*: 8.17%

KBR

• 1D: 2.93%
• 1M: -12.32%
• YTD: -7.90%
• 6M: -21.41%
• 1Y: -24.90%
• 3Y*: -11.50%
• 5Y*: 0.92%
• 10Y*: 10.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

HCKAX vs. KBR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HCKAX

HCKAX Risk / Return Rank: 31
HCKAX Sharpe Ratio Rank: 30
HCKAX Sortino Ratio Rank: 30
HCKAX Omega Ratio Rank: 30
HCKAX Calmar Ratio Rank: 30
HCKAX Martin Ratio Rank: 36

KBR

KBR Risk / Return Rank: 13
KBR Sharpe Ratio Rank: 10
KBR Sortino Ratio Rank: 12
KBR Omega Ratio Rank: 12
KBR Calmar Ratio Rank: 16
KBR Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	HCKAX	KBR	Difference
Sharpe ratio Return per unit of total volatility	0.71	-0.77	+1.48
Sortino ratio Return per unit of downside risk	1.08	-0.98	+2.06
Omega ratio Gain probability vs. loss probability	1.16	0.88	+0.28
Calmar ratio Return relative to maximum drawdown	0.87	-0.73	+1.59
Martin ratio Return relative to average drawdown	3.85	-1.34	+5.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HCKAX vs. KBR - Sharpe Ratio Comparison

The current HCKAX Sharpe Ratio is 0.71, which is higher than the KBR Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of HCKAX and KBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HCKAX	KBR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.71	-0.77	+1.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.03	+0.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.30	+0.41
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.10	+0.40

Correlation

The correlation between HCKAX and KBR is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

HCKAX vs. KBR - Dividend Comparison

HCKAX's dividend yield for the trailing twelve months is around 7.79%, more than KBR's 1.79% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HCKAX Hartford Checks and Balances Fund	7.79%	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.	1.79%	1.64%	1.04%	0.97%	0.91%	0.92%	1.29%	1.05%	2.11%	1.61%	1.92%	1.89%

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.

Drawdown Indicators

	HCKAX	KBR	Difference
Max Drawdown Largest peak-to-trough decline	-41.69%	-77.47%	+35.78%
Max Drawdown (1Y) Largest decline over 1 year	-8.05%	-35.24%	+27.19%
Max Drawdown (5Y) Largest decline over 5 years	-20.29%	-49.24%	+28.95%
Max Drawdown (10Y) Largest decline over 10 years	-26.91%	-57.94%	+31.03%
Current Drawdown Current decline from peak	-6.45%	-47.76%	+41.31%
Average Drawdown Average peak-to-trough decline	-5.19%	-33.79%	+28.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	19.15%	-17.34%

Volatility

HCKAX vs. KBR - Volatility Comparison

The current volatility for Hartford Checks and Balances Fund (HCKAX) is 3.16%, while KBR, Inc. (KBR) has a volatility of 7.53%. 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.

Volatility by Period

	HCKAX	KBR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	7.53%	-4.37%
Volatility (6M) Calculated over the trailing 6-month period	5.96%	22.36%	-16.40%
Volatility (1Y) Calculated over the trailing 1-year period	11.21%	32.64%	-21.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.73%	27.86%	-17.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.55%	36.67%	-25.12%