HIAOX vs. FDKFX
Compare and contrast key facts about Hartford International Opportunities HLS Fund (HIAOX) and Fidelity International Discovery K6 Fund (FDKFX).
HIAOX is managed by Hartford. It was launched on Jul 2, 1990. FDKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIAOX or FDKFX.
Key characteristics
| HIAOX | FDKFX | |
|---|---|---|
| YTD Return | 11.57% | 14.78% |
| 1Y Return | 21.62% | 27.10% |
| 3Y Return (Ann) | -0.48% | -1.55% |
| 5Y Return (Ann) | 6.51% | 7.12% |
| Sharpe Ratio | 1.66 | 1.96 |
| Sortino Ratio | 2.33 | 2.71 |
| Omega Ratio | 1.29 | 1.34 |
| Calmar Ratio | 1.10 | 1.07 |
| Martin Ratio | 9.77 | 10.66 |
| Ulcer Index | 2.17% | 2.53% |
| Daily Std Dev | 12.78% | 13.75% |
| Max Drawdown | -59.32% | -36.63% |
| Current Drawdown | -3.87% | -4.89% |
Correlation
The correlation between HIAOX and FDKFX is 0.95, 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.
Performance
HIAOX vs. FDKFX - Performance Comparison
In the year-to-date period, HIAOX achieves a 11.57% return, which is significantly lower than FDKFX's 14.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HIAOX vs. FDKFX - Expense Ratio Comparison
HIAOX has a 0.74% expense ratio, which is higher than FDKFX's 0.60% expense ratio.
Risk-Adjusted Performance
HIAOX vs. FDKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Opportunities HLS Fund (HIAOX) and Fidelity International Discovery K6 Fund (FDKFX). 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.
Dividends
HIAOX vs. FDKFX - Dividend Comparison
HIAOX's dividend yield for the trailing twelve months is around 1.51%, more than FDKFX's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | 1.51% | 1.14% | 2.11% | 1.01% | 1.62% | 1.83% | 2.33% | 1.35% | 1.63% | 1.52% | 2.37% | 1.95% |
FDKFX Fidelity International Discovery K6 Fund | 1.41% | 1.62% | 0.99% | 1.90% | 0.60% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HIAOX vs. FDKFX - Drawdown Comparison
The maximum HIAOX drawdown since its inception was -59.32%, which is greater than FDKFX's maximum drawdown of -36.63%. Use the drawdown chart below to compare losses from any high point for HIAOX and FDKFX. For additional features, visit the drawdowns tool.
Volatility
HIAOX vs. FDKFX - Volatility Comparison
Hartford International Opportunities HLS Fund (HIAOX) has a higher volatility of 4.09% compared to Fidelity International Discovery K6 Fund (FDKFX) at 3.67%. This indicates that HIAOX's price experiences larger fluctuations and is considered to be riskier than FDKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.