HILYX vs. HHMIX
Compare and contrast key facts about Hartford International Value Fund (HILYX) and Hartford Municipal Opportunities Fund (HHMIX).
HILYX is managed by Hartford. It was launched on May 27, 2010. HHMIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HILYX vs. HHMIX - Performance Comparison
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HILYX vs. HHMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 3.71% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
HHMIX Hartford Municipal Opportunities Fund | -0.38% | 5.70% | 2.14% | 5.92% | -8.97% | 1.73% | 4.66% | 7.89% | 1.35% | 5.74% |
Returns By Period
In the year-to-date period, HILYX achieves a 3.71% return, which is significantly higher than HHMIX's -0.38% return. Over the past 10 years, HILYX has outperformed HHMIX with an annualized return of 11.02%, while HHMIX has yielded a comparatively lower 2.30% annualized return.
HILYX
- 1D
- 2.88%
- 1M
- -5.54%
- YTD
- 3.71%
- 6M
- 10.14%
- 1Y
- 33.31%
- 3Y*
- 18.94%
- 5Y*
- 13.10%
- 10Y*
- 11.02%
HHMIX
- 1D
- 0.24%
- 1M
- -2.23%
- YTD
- -0.38%
- 6M
- 0.94%
- 1Y
- 3.84%
- 3Y*
- 3.60%
- 5Y*
- 1.10%
- 10Y*
- 2.30%
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HILYX vs. HHMIX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than HHMIX's 0.44% expense ratio.
Return for Risk
HILYX vs. HHMIX — Risk / Return Rank
HILYX
HHMIX
HILYX vs. HHMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and Hartford Municipal Opportunities Fund (HHMIX). 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.
| HILYX | HHMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 1.13 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.72 | 1.53 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.31 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.82 | 1.40 | +1.41 |
Martin ratioReturn relative to average drawdown | 10.85 | 5.28 | +5.57 |
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
| HILYX | HHMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.13 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.33 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.65 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.68 | -0.09 |
Correlation
The correlation between HILYX and HHMIX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HILYX vs. HHMIX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 5.59%, more than HHMIX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 5.59% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
HHMIX Hartford Municipal Opportunities Fund | 3.40% | 4.40% | 2.72% | 2.41% | 2.28% | 1.72% | 2.17% | 2.83% | 2.86% | 2.98% | 2.77% | 3.04% |
Drawdowns
HILYX vs. HHMIX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, which is greater than HHMIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for HILYX and HHMIX.
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Drawdown Indicators
| HILYX | HHMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.29% | -30.49% | -17.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -3.59% | -7.72% |
Max Drawdown (5Y)Largest decline over 5 years | -25.58% | -13.76% | -11.82% |
Max Drawdown (10Y)Largest decline over 10 years | -48.29% | -13.76% | -34.53% |
Current DrawdownCurrent decline from peak | -7.54% | -2.57% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -3.90% | -4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 0.96% | +1.98% |
Volatility
HILYX vs. HHMIX - Volatility Comparison
Hartford International Value Fund (HILYX) has a higher volatility of 7.20% compared to Hartford Municipal Opportunities Fund (HHMIX) at 0.96%. This indicates that HILYX's price experiences larger fluctuations and is considered to be riskier than HHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HILYX | HHMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 0.96% | +6.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 1.61% | +8.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 3.83% | +12.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 3.29% | +11.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 3.56% | +13.51% |