HIAHX vs. VGHAX
HIAHX (Hartford Healthcare HLS Fund) and VGHAX (Vanguard Health Care Fund Admiral Shares) are both Health & Biotech Equities funds. Over the past 10 years, HIAHX returned 8.40%/yr vs 9.33%/yr for VGHAX. Their correlation of 0.95 suggests significant overlap in exposure. HIAHX charges 0.91%/yr vs 0.27%/yr for VGHAX.
Performance
HIAHX vs. VGHAX - Performance Comparison
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Returns By Period
In the year-to-date period, HIAHX achieves a -1.51% return, which is significantly higher than VGHAX's -1.82% return. Over the past 10 years, HIAHX has underperformed VGHAX with an annualized return of 8.40%, while VGHAX has yielded a comparatively higher 9.33% annualized return.
HIAHX
- 1D
- -0.34%
- 1M
- 0.51%
- YTD
- -1.51%
- 6M
- -2.06%
- 1Y
- 22.63%
- 3Y*
- 5.57%
- 5Y*
- 1.76%
- 10Y*
- 8.40%
VGHAX
- 1D
- -0.50%
- 1M
- -0.38%
- YTD
- -1.82%
- 6M
- -2.25%
- 1Y
- 21.11%
- 3Y*
- 9.03%
- 5Y*
- 6.92%
- 10Y*
- 9.33%
HIAHX vs. VGHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIAHX Hartford Healthcare HLS Fund | -1.51% | 15.99% | 0.39% | 4.12% | -12.03% | 10.07% | 22.38% | 33.77% | -2.79% | 22.39% |
VGHAX Vanguard Health Care Fund Admiral Shares | -1.82% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | 1.07% | 19.64% |
Correlation
The correlation between HIAHX and VGHAX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2001 | 0.95 |
The correlation between HIAHX and VGHAX has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.
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Return for Risk
HIAHX vs. VGHAX — Risk / Return Rank
HIAHX
VGHAX
HIAHX vs. VGHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Healthcare HLS Fund (HIAHX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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.
| HIAHX | VGHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 2.21 | -0.16 |
| Martin ratioReturn relative to average drawdown | 5.53 | 5.91 | -0.38 |
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Drawdowns
HIAHX vs. VGHAX - Drawdown Comparison
The maximum HIAHX drawdown since its inception was -42.85%, which is greater than VGHAX's maximum drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for HIAHX and VGHAX.
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Drawdown Indicators
| HIAHX | VGHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.85% | -36.85% | -6.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -9.19% | -1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -22.41% | -16.05% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -16.92% | -8.42% |
Max Drawdown (10Y)Largest decline over 10 years | -28.64% | -27.17% | -1.47% |
Current DrawdownCurrent decline from peak | -4.40% | -4.86% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -5.61% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 3.43% | +0.54% |
Volatility
HIAHX vs. VGHAX - Volatility Comparison
Hartford Healthcare HLS Fund (HIAHX) has a higher volatility of 5.03% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 4.69%. This indicates that HIAHX's price experiences larger fluctuations and is considered to be riskier than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIAHX | VGHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.69% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.00% | 10.62% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 14.91% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 18.15% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 17.59% | +0.09% |
HIAHX vs. VGHAX - Expense Ratio Comparison
HIAHX has a 0.91% expense ratio, which is higher than VGHAX's 0.27% expense ratio.
Dividends
HIAHX vs. VGHAX - Dividend Comparison
HIAHX's dividend yield for the trailing twelve months is around 5.34%, less than VGHAX's 6.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAHX Hartford Healthcare HLS Fund | 5.34% | 5.26% | 0.80% | 1.75% | 28.95% | 11.61% | 19.34% | 13.63% | 7.16% | 16.48% | 30.28% | 12.48% |
VGHAX Vanguard Health Care Fund Admiral Shares | 6.79% | 6.07% | 22.84% | 7.22% | 5.49% | 7.05% | 8.02% | 11.87% | 9.15% | 7.36% | 8.60% | 8.21% |
Frequently Asked Questions
With a correlation of 0.98, HIAHX and VGHAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HIAHX has higher volatility (5.03%) compared to VGHAX (4.69%). In terms of maximum drawdown, HIAHX dropped -42.85% vs VGHAX's -36.85%.
HIAHX currently has the higher Sharpe Ratio (1.44 vs 1.36), 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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