HILYX vs. PZRIX
Compare and contrast key facts about Hartford International Value Fund (HILYX) and PIMCO RAE Global ex-US Fund (PZRIX).
HILYX is managed by Hartford. It was launched on May 27, 2010. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
HILYX vs. PZRIX - Performance Comparison
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HILYX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 4.47% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 24.91% |
PZRIX PIMCO RAE Global ex-US Fund | 10.46% | 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, HILYX achieves a 4.47% return, which is significantly lower than PZRIX's 10.46% return. Over the past 10 years, HILYX has outperformed PZRIX with an annualized return of 11.13%, while PZRIX has yielded a comparatively lower 10.27% annualized return.
HILYX
- 1D
- -0.58%
- 1M
- -1.56%
- YTD
- 4.47%
- 6M
- 10.91%
- 1Y
- 37.18%
- 3Y*
- 18.88%
- 5Y*
- 13.26%
- 10Y*
- 11.13%
PZRIX
- 1D
- -0.16%
- 1M
- -0.64%
- YTD
- 10.46%
- 6M
- 18.27%
- 1Y
- 40.10%
- 3Y*
- 19.53%
- 5Y*
- 10.92%
- 10Y*
- 10.27%
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HILYX vs. PZRIX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
HILYX vs. PZRIX — Risk / Return Rank
HILYX
PZRIX
HILYX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) 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.
| HILYX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 2.70 | -0.54 |
Sortino ratioReturn per unit of downside risk | 2.78 | 3.42 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.52 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.03 | 3.56 | -0.53 |
Martin ratioReturn relative to average drawdown | 11.44 | 15.78 | -4.34 |
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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 2.70 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.69 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.61 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.60 | -0.01 |
Correlation
The correlation between HILYX and PZRIX is 0.95, 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
HILYX vs. PZRIX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 5.55%, less than PZRIX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 5.55% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
PZRIX PIMCO RAE Global ex-US Fund | 5.94% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
HILYX vs. PZRIX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for HILYX and PZRIX.
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Drawdown Indicators
| HILYX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.29% | -43.53% | -4.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -8.18% | -3.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.58% | -30.85% | +5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -48.29% | -43.53% | -4.76% |
Current DrawdownCurrent decline from peak | -6.86% | -4.74% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -8.99% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.41% | +0.59% |
Volatility
HILYX vs. PZRIX - Volatility Comparison
Hartford International Value Fund (HILYX) has a higher volatility of 6.52% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 4.66%. This indicates that HILYX'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
| HILYX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 4.66% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.51% | 8.93% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 14.14% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 15.84% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 17.01% | +0.06% |