HIAOX vs. PZRIX
Compare and contrast key facts about Hartford International Opportunities HLS Fund (HIAOX) and PIMCO RAE Global ex-US Fund (PZRIX).
HIAOX is managed by Hartford. It was launched on Jul 2, 1990. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
HIAOX vs. PZRIX - Performance Comparison
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HIAOX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | -1.07% | 30.38% | 8.42% | 11.72% | -18.62% | 7.83% | 20.43% | 23.92% | -18.76% | 25.25% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, HIAOX achieves a -1.07% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, HIAOX has underperformed PZRIX with an annualized return of 8.07%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
HIAOX
- 1D
- 3.04%
- 1M
- -6.95%
- YTD
- -1.07%
- 6M
- 3.09%
- 1Y
- 21.04%
- 3Y*
- 13.99%
- 5Y*
- 6.02%
- 10Y*
- 8.07%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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HIAOX vs. PZRIX - Expense Ratio Comparison
HIAOX has a 0.74% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
HIAOX vs. PZRIX — Risk / Return Rank
HIAOX
PZRIX
HIAOX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Opportunities HLS Fund (HIAOX) and PIMCO RAE Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 2.67 | -1.41 |
Sortino ratioReturn per unit of downside risk | 1.76 | 3.39 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.52 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.09 | -1.34 |
Martin ratioReturn relative to average drawdown | 6.75 | 14.29 | -7.54 |
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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 2.67 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.69 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.60 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.59 | -0.58 |
Correlation
The correlation between HIAOX and PZRIX is 0.90, 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. PZRIX - Dividend Comparison
HIAOX's dividend yield for the trailing twelve months is around 2.30%, less than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIAOX Hartford International Opportunities HLS Fund | 2.30% | 2.27% | 1.55% | 1.14% | 24.26% | 1.01% | 1.62% | 3.74% | 2.33% | 1.35% | 1.62% | 1.52% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
HIAOX vs. PZRIX - Drawdown Comparison
The maximum HIAOX drawdown since its inception was -90.85%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for HIAOX and PZRIX.
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Drawdown Indicators
| HIAOX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.85% | -43.53% | -47.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -10.68% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -32.42% | -30.85% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.74% | -43.53% | +6.79% |
Current DrawdownCurrent decline from peak | -9.03% | -5.20% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -22.35% | -9.00% | -13.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.45% | +0.58% |
Volatility
HIAOX vs. PZRIX - Volatility Comparison
Hartford International Opportunities HLS Fund (HIAOX) has a higher volatility of 7.73% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that HIAOX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIAOX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 5.45% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 8.92% | +2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 14.17% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 15.85% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 17.02% | -0.07% |