HIAOX vs. FIKCX
Compare and contrast key facts about Hartford International Opportunities HLS Fund (HIAOX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
HIAOX is managed by Hartford. It was launched on Jul 2, 1990. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIAOX or FIKCX.
Key characteristics
| HIAOX | FIKCX | |
|---|---|---|
| YTD Return | 12.78% | 12.84% |
| 1Y Return | 22.50% | 26.78% |
| 3Y Return (Ann) | -0.22% | -1.80% |
| 5Y Return (Ann) | 6.75% | 6.77% |
| Sharpe Ratio | 1.75 | 1.91 |
| Sortino Ratio | 2.45 | 2.68 |
| Omega Ratio | 1.31 | 1.33 |
| Calmar Ratio | 1.16 | 0.92 |
| Martin Ratio | 10.32 | 8.84 |
| Ulcer Index | 2.15% | 2.89% |
| Daily Std Dev | 12.73% | 13.40% |
| Max Drawdown | -59.32% | -33.17% |
| Current Drawdown | -2.83% | -6.21% |
Correlation
The correlation between HIAOX and FIKCX is 0.67, 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.
Performance
HIAOX vs. FIKCX - Performance Comparison
The year-to-date returns for both investments are quite close, with HIAOX having a 12.78% return and FIKCX slightly higher at 12.84%. 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. FIKCX - Expense Ratio Comparison
HIAOX has a 0.74% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Risk-Adjusted Performance
HIAOX vs. FIKCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Opportunities HLS Fund (HIAOX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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. FIKCX - Dividend Comparison
HIAOX's dividend yield for the trailing twelve months is around 1.49%, while FIKCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | 1.49% | 1.14% | 2.11% | 1.01% | 1.62% | 1.83% | 2.33% | 1.35% | 1.63% | 1.52% | 2.37% | 1.95% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HIAOX vs. FIKCX - Drawdown Comparison
The maximum HIAOX drawdown since its inception was -59.32%, which is greater than FIKCX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for HIAOX and FIKCX. For additional features, visit the drawdowns tool.
Volatility
HIAOX vs. FIKCX - Volatility Comparison
Hartford International Opportunities HLS Fund (HIAOX) and Fidelity Advisor Health Care Fund Class Z (FIKCX) have volatilities of 3.96% and 3.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.