HILYX vs. HFLYX
HILYX (Hartford International Value Fund) and HFLYX (Hartford Floating Rate Fund) are both mutual funds - HILYX is a Foreign Large Cap Equities fund managed by Hartford, while HFLYX is a Bank Loan fund managed by Hartford. Over the past 10 years, HILYX returned 11.29%/yr vs 4.30%/yr for HFLYX. At a 0.28 correlation, their price movements are largely independent. HILYX charges 0.91%/yr vs 0.74%/yr for HFLYX.
Performance
HILYX vs. HFLYX - Performance Comparison
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Returns By Period
In the year-to-date period, HILYX achieves a 11.28% return, which is significantly higher than HFLYX's 1.11% return. Over the past 10 years, HILYX has outperformed HFLYX with an annualized return of 11.29%, while HFLYX has yielded a comparatively lower 4.30% annualized return.
HILYX
- 1D
- 0.00%
- 1M
- -0.00%
- YTD
- 11.28%
- 6M
- 12.00%
- 1Y
- 31.35%
- 3Y*
- 20.22%
- 5Y*
- 13.93%
- 10Y*
- 11.29%
HFLYX
- 1D
- 0.00%
- 1M
- 0.51%
- YTD
- 1.11%
- 6M
- 1.83%
- 1Y
- 4.35%
- 3Y*
- 5.79%
- 5Y*
- 3.95%
- 10Y*
- 4.30%
HILYX vs. HFLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 11.28% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
HFLYX Hartford Floating Rate Fund | 1.11% | 4.79% | 6.50% | 9.79% | -3.40% | 4.02% | 1.32% | 8.56% | -0.62% | 4.94% |
Correlation
The correlation between HILYX and HFLYX is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2010 | 0.28 |
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Return for Risk
HILYX vs. HFLYX — Risk / Return Rank
HILYX
HFLYX
HILYX vs. HFLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and Hartford Floating Rate Fund (HFLYX). 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.
| HILYX | HFLYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.46 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.31 | +0.40 |
| Martin ratioReturn relative to average drawdown | 10.53 | 7.12 | +3.41 |
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Drawdowns
HILYX vs. HFLYX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, which is greater than HFLYX's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for HILYX and HFLYX.
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Drawdown Indicators
| HILYX | HFLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.29% | -33.12% | -15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -1.95% | -9.36% |
Max Drawdown (3Y)Largest decline over 3 years | -14.04% | -3.42% | -10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.58% | -7.48% | -18.10% |
Max Drawdown (10Y)Largest decline over 10 years | -48.29% | -22.42% | -25.87% |
Current DrawdownCurrent decline from peak | -1.43% | -0.27% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -2.06% | -6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 0.63% | +2.28% |
Volatility
HILYX vs. HFLYX - Volatility Comparison
Hartford International Value Fund (HILYX) has a higher volatility of 3.99% compared to Hartford Floating Rate Fund (HFLYX) at 0.73%. This indicates that HILYX's price experiences larger fluctuations and is considered to be riskier than HFLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HILYX | HFLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 0.73% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 2.08% | +9.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 2.75% | +11.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 2.99% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 4.09% | +12.95% |
HILYX vs. HFLYX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than HFLYX's 0.74% expense ratio.
Dividends
HILYX vs. HFLYX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 5.21%, less than HFLYX's 7.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFLYX Hartford Floating Rate Fund | 7.71% | 7.23% | 6.68% | 7.20% | 5.18% | 3.22% | 3.68% | 4.68% | 6.17% | 4.23% | 4.34% | 4.72% |
HILYX Hartford International Value Fund | 5.21% | 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
HILYX and HFLYX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HILYX has higher volatility (3.99%) compared to HFLYX (0.73%). In terms of maximum drawdown, HILYX dropped -48.29% vs HFLYX's -33.12%.
HILYX currently has the higher Sharpe Ratio (2.19 vs 1.64), 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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