HGHYX vs. LOGSX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Live Oak Health Sciences Fund (LOGSX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001.
Performance
HGHYX vs. LOGSX - Performance Comparison
Loading graphics...
HGHYX vs. LOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -4.17% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
LOGSX Live Oak Health Sciences Fund | 0.30% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
Returns By Period
In the year-to-date period, HGHYX achieves a -4.17% return, which is significantly lower than LOGSX's 0.30% return. Over the past 10 years, HGHYX has outperformed LOGSX with an annualized return of 9.22%, while LOGSX has yielded a comparatively lower 7.31% annualized return.
HGHYX
- 1D
- 0.91%
- 1M
- -3.19%
- YTD
- -4.17%
- 6M
- 7.71%
- 1Y
- 11.35%
- 3Y*
- 6.37%
- 5Y*
- 2.58%
- 10Y*
- 9.22%
LOGSX
- 1D
- 1.86%
- 1M
- -3.59%
- YTD
- 0.30%
- 6M
- 9.76%
- 1Y
- 14.84%
- 3Y*
- 8.74%
- 5Y*
- 6.96%
- 10Y*
- 7.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HGHYX vs. LOGSX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is lower than LOGSX's 1.02% expense ratio.
Return for Risk
HGHYX vs. LOGSX — Risk / Return Rank
HGHYX
LOGSX
HGHYX vs. LOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) and Live Oak Health Sciences Fund (LOGSX). 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 | LOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.92 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.37 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.06 | -1.09 |
Martin ratioReturn relative to average drawdown | 2.31 | 5.98 | -3.67 |
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
| HGHYX | LOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.92 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.49 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.45 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.43 | +0.16 |
Correlation
The correlation between HGHYX and LOGSX is 0.86, 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
HGHYX vs. LOGSX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.01%, more than LOGSX's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 3.01% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
LOGSX Live Oak Health Sciences Fund | 2.07% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
Drawdowns
HGHYX vs. LOGSX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum LOGSX drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for HGHYX and LOGSX.
Loading graphics...
Drawdown Indicators
| HGHYX | LOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -45.85% | +3.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -7.65% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -15.03% | -10.39% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -27.28% | -1.23% |
Current DrawdownCurrent decline from peak | -6.97% | -4.95% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -7.63% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 2.63% | +1.89% |
Volatility
HGHYX vs. LOGSX - Volatility Comparison
The Hartford Healthcare Fund (HGHYX) has a higher volatility of 6.00% compared to Live Oak Health Sciences Fund (LOGSX) at 5.19%. This indicates that HGHYX's price experiences larger fluctuations and is considered to be riskier than LOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HGHYX | LOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.19% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 9.95% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 16.41% | +1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 14.13% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 16.12% | +1.64% |