HFHIX vs. HILYX
Compare and contrast key facts about Hartford Floating Rate High Income Fund (HFHIX) and Hartford International Value Fund (HILYX).
HFHIX is managed by Hartford. It was launched on Sep 29, 2011. HILYX is managed by Hartford. It was launched on May 27, 2010.
Performance
HFHIX vs. HILYX - Performance Comparison
Loading graphics...
HFHIX vs. HILYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFHIX Hartford Floating Rate High Income Fund | -1.18% | 7.69% | 6.61% | 9.35% | -4.54% | 4.21% | 1.04% | 9.28% | -0.31% | 5.62% |
HILYX Hartford International Value Fund | 3.71% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
Returns By Period
In the year-to-date period, HFHIX achieves a -1.18% return, which is significantly lower than HILYX's 3.71% return. Over the past 10 years, HFHIX has underperformed HILYX with an annualized return of 4.83%, while HILYX has yielded a comparatively higher 11.02% annualized return.
HFHIX
- 1D
- 0.12%
- 1M
- -1.14%
- YTD
- -1.18%
- 6M
- 0.38%
- 1Y
- 5.01%
- 3Y*
- 6.56%
- 5Y*
- 3.95%
- 10Y*
- 4.83%
HILYX
- 1D
- 2.88%
- 1M
- -5.54%
- YTD
- 3.71%
- 6M
- 10.14%
- 1Y
- 33.31%
- 3Y*
- 18.94%
- 5Y*
- 13.10%
- 10Y*
- 11.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HFHIX vs. HILYX - Expense Ratio Comparison
HFHIX has a 0.80% expense ratio, which is lower than HILYX's 0.91% expense ratio.
Return for Risk
HFHIX vs. HILYX — Risk / Return Rank
HFHIX
HILYX
HFHIX vs. HILYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Floating Rate High Income Fund (HFHIX) and Hartford International Value Fund (HILYX). 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.
| HFHIX | HILYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 2.11 | -0.35 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.72 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.65 | 1.42 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.82 | +0.22 |
Martin ratioReturn relative to average drawdown | 9.86 | 10.85 | -0.99 |
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
| HFHIX | HILYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.11 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.87 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.16 | 0.65 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.59 | +0.66 |
Correlation
The correlation between HFHIX and HILYX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HFHIX vs. HILYX - Dividend Comparison
HFHIX's dividend yield for the trailing twelve months is around 6.74%, more than HILYX's 5.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFHIX Hartford Floating Rate High Income Fund | 6.74% | 6.70% | 6.73% | 6.60% | 5.21% | 3.30% | 3.86% | 4.75% | 6.55% | 4.24% | 5.01% | 5.58% |
HILYX Hartford International Value Fund | 5.59% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
Drawdowns
HFHIX vs. HILYX - Drawdown Comparison
The maximum HFHIX drawdown since its inception was -23.31%, smaller than the maximum HILYX drawdown of -48.29%. Use the drawdown chart below to compare losses from any high point for HFHIX and HILYX.
Loading graphics...
Drawdown Indicators
| HFHIX | HILYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.31% | -48.29% | +24.98% |
Max Drawdown (1Y)Largest decline over 1 year | -1.85% | -11.31% | +9.46% |
Max Drawdown (5Y)Largest decline over 5 years | -8.21% | -25.58% | +17.37% |
Max Drawdown (10Y)Largest decline over 10 years | -23.31% | -48.29% | +24.98% |
Current DrawdownCurrent decline from peak | -1.73% | -7.54% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -8.23% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 2.94% | -2.37% |
Volatility
HFHIX vs. HILYX - Volatility Comparison
The current volatility for Hartford Floating Rate High Income Fund (HFHIX) is 0.52%, while Hartford International Value Fund (HILYX) has a volatility of 7.20%. This indicates that HFHIX experiences smaller price fluctuations and is considered to be less risky than HILYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HFHIX | HILYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 7.20% | -6.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 10.43% | -8.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 15.83% | -12.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.89% | 15.11% | -12.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 17.07% | -12.89% |