HCVAX vs. HSNIX
Compare and contrast key facts about Hartford Conservative Allocation Fund (HCVAX) and The Hartford Strategic Income Fund (HSNIX).
HCVAX is managed by Hartford. It was launched on May 27, 2004. HSNIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HCVAX vs. HSNIX - Performance Comparison
Loading graphics...
HCVAX vs. HSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | -2.35% | 11.09% | 8.52% | 9.63% | -13.42% | 5.38% | 8.75% | 13.79% | -3.78% | 10.07% |
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, HCVAX achieves a -2.35% return, which is significantly lower than HSNIX's -1.75% return. Over the past 10 years, HCVAX has outperformed HSNIX with an annualized return of 4.82%, while HSNIX has yielded a comparatively lower 4.46% annualized return.
HCVAX
- 1D
- 0.17%
- 1M
- -4.43%
- YTD
- -2.35%
- 6M
- -0.90%
- 1Y
- 7.61%
- 3Y*
- 7.58%
- 5Y*
- 3.11%
- 10Y*
- 4.82%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HCVAX vs. HSNIX - Expense Ratio Comparison
HCVAX has a 0.59% expense ratio, which is lower than HSNIX's 0.64% expense ratio.
Return for Risk
HCVAX vs. HSNIX — Risk / Return Rank
HCVAX
HSNIX
HCVAX vs. HSNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Conservative Allocation Fund (HCVAX) 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.
| HCVAX | HSNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.41 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.92 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.59 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.51 | 6.75 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HCVAX | HSNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.41 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.41 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.98 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.93 | -0.36 |
Correlation
The correlation between HCVAX and HSNIX is 0.40, 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
HCVAX vs. HSNIX - Dividend Comparison
HCVAX's dividend yield for the trailing twelve months is around 3.27%, less than HSNIX's 6.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | 3.27% | 3.19% | 2.95% | 2.54% | 2.52% | 4.72% | 1.51% | 2.52% | 3.22% | 3.01% | 1.35% | 1.66% |
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
HCVAX vs. HSNIX - Drawdown Comparison
The maximum HCVAX drawdown since its inception was -31.09%, which is greater than HSNIX's maximum drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for HCVAX and HSNIX.
Loading graphics...
Drawdown Indicators
| HCVAX | HSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.09% | -23.39% | -7.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -3.68% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -18.45% | -19.44% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -18.45% | -19.44% | +0.99% |
Current DrawdownCurrent decline from peak | -4.51% | -3.10% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -3.14% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 0.87% | +0.29% |
Volatility
HCVAX vs. HSNIX - Volatility Comparison
Hartford Conservative Allocation Fund (HCVAX) has a higher volatility of 2.40% compared to The Hartford Strategic Income Fund (HSNIX) at 1.58%. This indicates that HCVAX'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.
Loading graphics...
Volatility by Period
| HCVAX | HSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 1.58% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 3.96% | 2.33% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.76% | 3.97% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 4.67% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.69% | 4.59% | +2.10% |