HIAOX vs. FSOSX
Compare and contrast key facts about Hartford International Opportunities HLS Fund (HIAOX) and Fidelity Series Overseas Fund (FSOSX).
HIAOX is managed by Hartford. It was launched on Jul 2, 1990. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
HIAOX vs. FSOSX - Performance Comparison
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HIAOX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | -3.99% | 30.38% | 8.42% | 11.72% | -18.62% | 7.83% | 20.43% | 4.34% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, HIAOX achieves a -3.99% return, which is significantly higher than FSOSX's -5.69% return.
HIAOX
- 1D
- -0.05%
- 1M
- -11.51%
- YTD
- -3.99%
- 6M
- 0.66%
- 1Y
- 17.82%
- 3Y*
- 12.86%
- 5Y*
- 5.68%
- 10Y*
- 7.74%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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HIAOX vs. FSOSX - Expense Ratio Comparison
HIAOX has a 0.74% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
HIAOX vs. FSOSX — Risk / Return Rank
HIAOX
FSOSX
HIAOX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Opportunities HLS Fund (HIAOX) and Fidelity Series Overseas Fund (FSOSX). 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.
| HIAOX | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.34 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.58 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.08 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.40 | +0.92 |
Martin ratioReturn relative to average drawdown | 5.16 | 1.51 | +3.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HIAOX | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.34 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.34 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.43 | -0.42 |
Correlation
The correlation between HIAOX and FSOSX is 0.92, 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
HIAOX vs. FSOSX - Dividend Comparison
HIAOX's dividend yield for the trailing twelve months is around 2.37%, less than FSOSX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | 2.37% | 2.27% | 1.55% | 1.14% | 24.26% | 1.01% | 1.62% | 3.74% | 2.33% | 1.35% | 1.62% | 1.52% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HIAOX vs. FSOSX - Drawdown Comparison
The maximum HIAOX drawdown since its inception was -90.85%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for HIAOX and FSOSX.
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Drawdown Indicators
| HIAOX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.85% | -35.36% | -55.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -12.39% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -32.42% | -35.36% | +2.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.74% | — | — |
Current DrawdownCurrent decline from peak | -11.71% | -11.89% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -22.35% | -7.90% | -14.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.31% | -0.31% |
Volatility
HIAOX vs. FSOSX - Volatility Comparison
The current volatility for Hartford International Opportunities HLS Fund (HIAOX) is 7.06%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.28%. This indicates that HIAOX experiences smaller price fluctuations and is considered to be less risky than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIAOX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 8.28% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 11.94% | -0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 18.25% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 17.35% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 18.93% | -2.00% |