HGHYX vs. HSNIX
HGHYX (The Hartford Healthcare Fund) and HSNIX (The Hartford Strategic Income Fund) are both mutual funds - HGHYX is a Health & Biotech Equities fund managed by Hartford, while HSNIX is a Multisector Bonds fund managed by Hartford. Over the past 10 years, HGHYX returned 9.58%/yr vs 4.47%/yr for HSNIX. At a 0.15 correlation, their price movements are largely independent. HGHYX charges 1.00%/yr vs 0.64%/yr for HSNIX.
Performance
HGHYX vs. HSNIX - Performance Comparison
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Returns By Period
In the year-to-date period, HGHYX achieves a 0.74% return, which is significantly lower than HSNIX's 0.94% return. Over the past 10 years, HGHYX has outperformed HSNIX with an annualized return of 9.58%, while HSNIX has yielded a comparatively lower 4.47% annualized return.
HGHYX
- 1D
- 1.18%
- 1M
- 2.92%
- YTD
- 0.74%
- 6M
- -0.06%
- 1Y
- 23.73%
- 3Y*
- 6.42%
- 5Y*
- 1.94%
- 10Y*
- 9.58%
HSNIX
- 1D
- 0.00%
- 1M
- 0.78%
- YTD
- 0.94%
- 6M
- 0.82%
- 1Y
- 6.48%
- 3Y*
- 6.93%
- 5Y*
- 2.02%
- 10Y*
- 4.47%
HGHYX vs. HSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 0.74% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
HSNIX The Hartford Strategic Income Fund | 0.94% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
Correlation
The correlation between HGHYX and HSNIX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 31, 2007 | 0.15 |
Over the past year, HGHYX and HSNIX have become more correlated (0.37) than their long-term average of 0.15, meaning their price movements have been converging.
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Return for Risk
HGHYX vs. HSNIX — Risk / Return Rank
HGHYX
HSNIX
HGHYX vs. HSNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HGHYX | HSNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.40 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.06 | +0.28 |
| Martin ratioReturn relative to average drawdown | 6.30 | 8.54 | -2.23 |
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Drawdowns
HGHYX vs. HSNIX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, which is greater than HSNIX's maximum drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for HGHYX and HSNIX.
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Drawdown Indicators
| HGHYX | HSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -23.39% | -19.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -3.35% | -7.47% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -5.13% | -17.47% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -19.44% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -19.44% | -9.07% |
Current DrawdownCurrent decline from peak | -2.21% | -0.50% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -3.12% | -4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 0.81% | +3.20% |
Volatility
HGHYX vs. HSNIX - Volatility Comparison
The Hartford Healthcare Fund (HGHYX) has a higher volatility of 5.21% compared to The Hartford Strategic Income Fund (HSNIX) at 1.01%. This indicates that HGHYX'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.
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Volatility by Period
| HGHYX | HSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 1.01% | +4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.10% | 2.70% | +8.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 3.41% | +11.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 4.73% | +11.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 4.59% | +13.14% |
HGHYX vs. HSNIX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than HSNIX's 0.64% expense ratio.
Dividends
HGHYX vs. HSNIX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 2.86%, less than HSNIX's 6.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 2.86% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
HSNIX The Hartford Strategic Income Fund | 6.23% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
Frequently Asked Questions
HGHYX and HSNIX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HGHYX has higher volatility (5.21%) compared to HSNIX (1.01%). In terms of maximum drawdown, HGHYX dropped -42.58% vs HSNIX's -23.39%.
HSNIX currently has the higher Sharpe Ratio (2.03 vs 1.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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