HDVYX vs. PZRIX
Compare and contrast key facts about Hartford International Equity Fund (HDVYX) and PIMCO RAE Global ex-US Fund (PZRIX).
HDVYX is managed by Hartford. It was launched on Jun 30, 2008. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
HDVYX vs. PZRIX - Performance Comparison
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HDVYX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDVYX Hartford International Equity Fund | -0.27% | 33.23% | 4.70% | 15.24% | -14.14% | 6.81% | 9.72% | 20.78% | -16.30% | 29.04% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, HDVYX achieves a -0.27% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, HDVYX has underperformed PZRIX with an annualized return of 8.34%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
HDVYX
- 1D
- 2.98%
- 1M
- -7.37%
- YTD
- -0.27%
- 6M
- 3.11%
- 1Y
- 24.85%
- 3Y*
- 14.08%
- 5Y*
- 6.75%
- 10Y*
- 8.34%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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HDVYX vs. PZRIX - Expense Ratio Comparison
HDVYX has a 0.63% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
HDVYX vs. PZRIX — Risk / Return Rank
HDVYX
PZRIX
HDVYX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Equity Fund (HDVYX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.
| HDVYX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 2.67 | -1.10 |
Sortino ratioReturn per unit of downside risk | 2.13 | 3.39 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.52 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.09 | -1.03 |
Martin ratioReturn relative to average drawdown | 8.17 | 14.29 | -6.11 |
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
| HDVYX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 2.67 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.69 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.60 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.59 | -0.34 |
Correlation
The correlation between HDVYX and PZRIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HDVYX vs. PZRIX - Dividend Comparison
HDVYX's dividend yield for the trailing twelve months is around 7.32%, more than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDVYX Hartford International Equity Fund | 7.32% | 7.30% | 2.27% | 2.32% | 3.04% | 3.63% | 1.29% | 2.52% | 0.64% | 3.43% | 2.23% | 3.05% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
HDVYX vs. PZRIX - Drawdown Comparison
The maximum HDVYX drawdown since its inception was -54.86%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for HDVYX and PZRIX.
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Drawdown Indicators
| HDVYX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.86% | -43.53% | -11.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.68% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.13% | -30.85% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -43.53% | +6.11% |
Current DrawdownCurrent decline from peak | -9.07% | -5.20% | -3.87% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -9.00% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.45% | +0.51% |
Volatility
HDVYX vs. PZRIX - Volatility Comparison
Hartford International Equity Fund (HDVYX) has a higher volatility of 7.83% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that HDVYX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDVYX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 5.45% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.18% | 8.92% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 14.17% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 15.85% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 17.02% | -1.45% |