HLDIX vs. HGIYX
Compare and contrast key facts about Hartford Emerging Markets Local Debt Fund (HLDIX) and Hartford Core Equity Fund (HGIYX).
HLDIX is managed by Hartford. It was launched on May 30, 2011. HGIYX is managed by Hartford. It was launched on Apr 30, 1998.
Performance
HLDIX vs. HGIYX - Performance Comparison
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HLDIX vs. HGIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | -2.37% | 17.02% | -3.14% | 12.88% | -10.85% | -6.83% | 3.12% | 14.37% | -8.21% | 16.95% |
HGIYX Hartford Core Equity Fund | -4.23% | 14.67% | 25.87% | 21.45% | -18.68% | 24.53% | 18.42% | 36.27% | -1.66% | 22.11% |
Returns By Period
In the year-to-date period, HLDIX achieves a -2.37% return, which is significantly higher than HGIYX's -4.23% return. Over the past 10 years, HLDIX has underperformed HGIYX with an annualized return of 2.78%, while HGIYX has yielded a comparatively higher 13.21% annualized return.
HLDIX
- 1D
- 0.84%
- 1M
- -4.94%
- YTD
- -2.37%
- 6M
- 0.56%
- 1Y
- 10.98%
- 3Y*
- 5.93%
- 5Y*
- 2.06%
- 10Y*
- 2.78%
HGIYX
- 1D
- 2.91%
- 1M
- -5.55%
- YTD
- -4.23%
- 6M
- -2.21%
- 1Y
- 14.23%
- 3Y*
- 16.79%
- 5Y*
- 9.94%
- 10Y*
- 13.21%
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HLDIX vs. HGIYX - Expense Ratio Comparison
HLDIX has a 0.93% expense ratio, which is higher than HGIYX's 0.45% expense ratio.
Return for Risk
HLDIX vs. HGIYX — Risk / Return Rank
HLDIX
HGIYX
HLDIX vs. HGIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Local Debt Fund (HLDIX) and Hartford Core Equity Fund (HGIYX). 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.
| HLDIX | HGIYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 0.87 | +0.91 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.34 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.20 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.41 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.56 | 6.55 | +1.01 |
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
| HLDIX | HGIYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 0.87 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.61 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.76 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.47 | -0.32 |
Correlation
The correlation between HLDIX and HGIYX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HLDIX vs. HGIYX - Dividend Comparison
HLDIX's dividend yield for the trailing twelve months is around 4.93%, less than HGIYX's 12.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | 4.93% | 3.87% | 5.32% | 4.85% | 4.27% | 4.67% | 4.06% | 5.01% | 7.88% | 27.01% | 5.01% | 5.91% |
HGIYX Hartford Core Equity Fund | 12.19% | 11.67% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 4.39% | 5.62% | 3.75% | 1.62% | 2.10% |
Drawdowns
HLDIX vs. HGIYX - Drawdown Comparison
The maximum HLDIX drawdown since its inception was -30.40%, smaller than the maximum HGIYX drawdown of -51.88%. Use the drawdown chart below to compare losses from any high point for HLDIX and HGIYX.
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Drawdown Indicators
| HLDIX | HGIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.40% | -51.88% | +21.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.02% | -11.00% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -24.64% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -26.18% | -33.47% | +7.29% |
Current DrawdownCurrent decline from peak | -6.24% | -6.28% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -10.18% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 2.36% | -0.88% |
Volatility
HLDIX vs. HGIYX - Volatility Comparison
The current volatility for Hartford Emerging Markets Local Debt Fund (HLDIX) is 3.38%, while Hartford Core Equity Fund (HGIYX) has a volatility of 5.35%. This indicates that HLDIX experiences smaller price fluctuations and is considered to be less risky than HGIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLDIX | HGIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.35% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 4.61% | 9.14% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.20% | 16.99% | -10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 16.35% | -8.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.46% | 17.40% | -8.94% |