HMVYX vs. CISMX
Compare and contrast key facts about Hartford MidCap Value Fund (HMVYX) and Clarkston Partners Fund (CISMX).
HMVYX is managed by Hartford. It was launched on Apr 30, 2001. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
HMVYX vs. CISMX - Performance Comparison
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HMVYX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 2.95% | 4.58% | 10.25% | 16.17% | -7.77% | 28.41% | 0.51% | 33.72% | -14.61% | 13.37% |
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Returns By Period
In the year-to-date period, HMVYX achieves a 2.95% return, which is significantly higher than CISMX's -2.54% return. Over the past 10 years, HMVYX has outperformed CISMX with an annualized return of 9.18%, while CISMX has yielded a comparatively lower 6.07% annualized return.
HMVYX
- 1D
- 2.38%
- 1M
- -6.05%
- YTD
- 2.95%
- 6M
- 4.62%
- 1Y
- 11.66%
- 3Y*
- 10.05%
- 5Y*
- 7.35%
- 10Y*
- 9.18%
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
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HMVYX vs. CISMX - Expense Ratio Comparison
HMVYX has a 0.88% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Return for Risk
HMVYX vs. CISMX — Risk / Return Rank
HMVYX
CISMX
HMVYX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford MidCap Value Fund (HMVYX) and Clarkston Partners Fund (CISMX). 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.
| HMVYX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | -0.25 | +0.89 |
Sortino ratioReturn per unit of downside risk | 1.01 | -0.24 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.97 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | -0.43 | +1.38 |
Martin ratioReturn relative to average drawdown | 3.65 | -1.04 | +4.68 |
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
| HMVYX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | -0.25 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.08 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.33 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.36 | +0.06 |
Correlation
The correlation between HMVYX and CISMX is 0.87, 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
HMVYX vs. CISMX - Dividend Comparison
HMVYX's dividend yield for the trailing twelve months is around 4.17%, less than CISMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 4.17% | 4.30% | 11.36% | 6.44% | 10.05% | 6.82% | 0.57% | 5.05% | 12.94% | 2.53% | 7.04% | 8.09% |
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Drawdowns
HMVYX vs. CISMX - Drawdown Comparison
The maximum HMVYX drawdown since its inception was -62.75%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for HMVYX and CISMX.
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Drawdown Indicators
| HMVYX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.75% | -33.80% | -28.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -11.26% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -21.19% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.47% | -33.80% | -10.67% |
Current DrawdownCurrent decline from peak | -6.24% | -16.58% | +10.34% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -6.55% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.70% | -1.21% |
Volatility
HMVYX vs. CISMX - Volatility Comparison
Hartford MidCap Value Fund (HMVYX) and Clarkston Partners Fund (CISMX) have volatilities of 5.56% and 5.49%, 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.
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Volatility by Period
| HMVYX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.49% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 12.64% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 19.91% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 17.39% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 18.22% | +2.39% |