HILYX vs. VTIAX
Compare and contrast key facts about Hartford International Value Fund (HILYX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
HILYX is managed by Hartford. It was launched on May 27, 2010. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HILYX or VTIAX.
Key characteristics
| HILYX | VTIAX | |
|---|---|---|
| YTD Return | 10.61% | 9.15% |
| 1Y Return | 15.76% | 16.46% |
| 3Y Return (Ann) | 8.87% | 1.70% |
| 5Y Return (Ann) | 9.49% | 6.67% |
| 10Y Return (Ann) | 6.21% | 4.66% |
| Sharpe Ratio | 1.37 | 1.36 |
| Daily Std Dev | 12.04% | 12.06% |
| Max Drawdown | -48.29% | -35.83% |
| Current Drawdown | -0.84% | -1.44% |
Correlation
The correlation between HILYX and VTIAX is 0.93, 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.
Performance
HILYX vs. VTIAX - Performance Comparison
In the year-to-date period, HILYX achieves a 10.61% return, which is significantly higher than VTIAX's 9.15% return. Over the past 10 years, HILYX has outperformed VTIAX with an annualized return of 6.21%, while VTIAX has yielded a comparatively lower 4.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HILYX vs. VTIAX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
HILYX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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.
Dividends
HILYX vs. VTIAX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 2.42%, less than VTIAX's 2.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 2.42% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 1.67% | 0.76% | 0.00% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 2.46% | 3.21% | 3.04% | 3.05% | 2.10% | 3.04% | 3.16% | 2.73% | 2.93% | 2.84% | 3.40% | 2.71% |
Drawdowns
HILYX vs. VTIAX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, which is greater than VTIAX's maximum drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for HILYX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
HILYX vs. VTIAX - Volatility Comparison
Hartford International Value Fund (HILYX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) have volatilities of 3.75% and 3.78%, 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.