HILDX vs. HILYX
HILDX (Hartford International Value Fund Class F) and HILYX (Hartford International Value Fund) are both Foreign Large Cap Equities funds from Hartford. Over the past 5 years, HILDX returned 15.68%/yr vs 14.94%/yr for HILYX. With a 1.00 correlation, they move nearly in lockstep. HILDX charges 0.71%/yr vs 0.91%/yr for HILYX.
Performance
HILDX vs. HILYX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with HILDX having a 13.67% return and HILYX slightly higher at 14.14%.
HILDX
- 1D
- -0.47%
- 1M
- 2.05%
- 6M
- 10.56%
- YTD
- 13.67%
- 1Y
- 30.62%
- 3Y*
- 21.27%
- 5Y*
- 15.68%
- 10Y*
- —
HILYX
- 1D
- 0.04%
- 1M
- 2.57%
- 6M
- 11.05%
- YTD
- 14.14%
- 1Y
- 31.19%
- 3Y*
- 20.41%
- 5Y*
- 14.94%
- 10Y*
- 11.47%
HILDX vs. HILYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILDX Hartford International Value Fund Class F | 13.67% | 44.87% | 3.71% | 19.94% | -2.20% | 18.87% | -5.88% | 18.29% | -17.64% | 19.47% |
HILYX Hartford International Value Fund | 14.14% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 19.53% |
Correlation
The correlation between HILDX and HILYX is 1.00 - 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 | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2017 | 1.00 |
The correlation between HILDX and HILYX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
HILDX vs. HILYX — Risk / Return Rank
HILDX
HILYX
HILDX vs. HILYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund Class F (HILDX) and Hartford International Value Fund (HILYX). 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.
| HILDX | HILYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.74 | -0.08 |
| Martin ratioReturn relative to average drawdown | 10.27 | 10.54 | -0.27 |
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Drawdowns
HILDX vs. HILYX - Drawdown Comparison
The maximum HILDX drawdown since its inception was -48.23%, roughly equal to the maximum HILYX drawdown of -48.29%. Use the drawdown chart below to compare losses from any high point for HILDX and HILYX.
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Drawdown Indicators
| HILDX | HILYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.23% | -48.29% | +0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -11.31% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -14.04% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -25.58% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.29% | — |
Current DrawdownCurrent decline from peak | -0.47% | 0.00% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -8.12% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.94% | 0.00% |
Volatility
HILDX vs. HILYX - Volatility Comparison
Hartford International Value Fund Class F (HILDX) and Hartford International Value Fund (HILYX) have volatilities of 3.91% and 3.85%, 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.
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Volatility by Period
| HILDX | HILYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.85% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 11.79% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.16% | 14.12% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 15.17% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 16.77% | +0.29% |
HILDX vs. HILYX - Expense Ratio Comparison
HILDX has a 0.71% expense ratio, which is lower than HILYX's 0.91% expense ratio.
Dividends
HILDX vs. HILYX - Dividend Comparison
HILDX's dividend yield for the trailing twelve months is around 5.32%, more than HILYX's 5.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILDX Hartford International Value Fund Class F | 5.32% | 6.05% | 3.54% | 2.80% | 2.98% | 3.35% | 2.20% | 3.19% | 8.50% | 7.14% | 0.00% | 0.00% |
HILYX Hartford International Value Fund | 5.08% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
Frequently Asked Questions
With a correlation of 1.00, HILDX and HILYX 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.
HILDX has higher volatility (3.91%) compared to HILYX (3.85%). In terms of maximum drawdown, HILDX dropped -48.23% vs HILYX's -48.29%.
HILYX currently has the higher Sharpe Ratio (2.20 vs 2.14), 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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