HGHYX vs. HBLYX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and The Hartford Balanced Income Fund (HBLYX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. HBLYX is managed by Hartford. It was launched on Jul 30, 2006.
Performance
HGHYX vs. HBLYX - Performance Comparison
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HGHYX vs. HBLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -5.03% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
Returns By Period
In the year-to-date period, HGHYX achieves a -5.03% return, which is significantly lower than HBLYX's -0.74% return. Over the past 10 years, HGHYX has outperformed HBLYX with an annualized return of 9.12%, while HBLYX has yielded a comparatively lower 6.68% annualized return.
HGHYX
- 1D
- 3.24%
- 1M
- -5.34%
- YTD
- -5.03%
- 6M
- 6.71%
- 1Y
- 11.36%
- 3Y*
- 6.05%
- 5Y*
- 2.39%
- 10Y*
- 9.12%
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
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HGHYX vs. HBLYX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than HBLYX's 0.64% expense ratio.
Return for Risk
HGHYX vs. HBLYX — Risk / Return Rank
HGHYX
HBLYX
HGHYX vs. HBLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) and The Hartford Balanced Income Fund (HBLYX). 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.
| HGHYX | HBLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.92 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.29 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.27 | -0.41 |
Martin ratioReturn relative to average drawdown | 1.90 | 5.01 | -3.12 |
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
| HGHYX | HBLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.92 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.61 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.80 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.80 | -0.21 |
Correlation
The correlation between HGHYX and HBLYX is 0.69, 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
HGHYX vs. HBLYX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.03%, less than HBLYX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 3.03% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
Drawdowns
HGHYX vs. HBLYX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, which is greater than HBLYX's maximum drawdown of -31.36%. Use the drawdown chart below to compare losses from any high point for HGHYX and HBLYX.
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Drawdown Indicators
| HGHYX | HBLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -31.36% | -11.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -5.90% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -15.92% | -9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -23.19% | -5.32% |
Current DrawdownCurrent decline from peak | -7.81% | -4.55% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -3.10% | -4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 1.49% | +3.44% |
Volatility
HGHYX vs. HBLYX - Volatility Comparison
The Hartford Healthcare Fund (HGHYX) has a higher volatility of 6.01% compared to The Hartford Balanced Income Fund (HBLYX) at 2.73%. This indicates that HGHYX's price experiences larger fluctuations and is considered to be riskier than HBLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGHYX | HBLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 2.73% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 4.42% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 7.61% | +10.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 7.96% | +7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 8.38% | +9.38% |