HMVYX vs. FIUSX
HMVYX (Hartford MidCap Value Fund) and FIUSX (Delaware Opportunity Fund) are both Mid Cap Value Equities funds. Over the past 10 years, HMVYX returned 9.92%/yr vs 10.96%/yr for FIUSX. Their correlation of 0.94 means they have usually moved in the same direction. HMVYX charges 0.88%/yr vs 1.15%/yr for FIUSX.
Performance
HMVYX vs. FIUSX - Performance Comparison
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Returns By Period
In the year-to-date period, HMVYX achieves a 16.83% return, which is significantly lower than FIUSX's 21.32% return. Over the past 10 years, HMVYX has underperformed FIUSX with an annualized return of 9.92%, while FIUSX has yielded a comparatively higher 10.96% annualized return.
HMVYX
- 1D
- 1.40%
- 1M
- -0.95%
- 6M
- 10.20%
- YTD
- 16.83%
- 1Y
- 22.18%
- 3Y*
- 11.88%
- 5Y*
- 9.88%
- 10Y*
- 9.92%
- ALL TIME*
- 9.13%
FIUSX
- 1D
- 0.81%
- 1M
- 0.99%
- 6M
- 13.33%
- YTD
- 21.32%
- 1Y
- 30.69%
- 3Y*
- 18.58%
- 5Y*
- 11.62%
- 10Y*
- 10.96%
- ALL TIME*
- 9.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HMVYX vs. FIUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 16.83% | 4.58% | 10.25% | 16.17% | -7.77% | 28.41% | 0.51% | 33.72% | -14.61% | 13.37% |
FIUSX Delaware Opportunity Fund | 21.32% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
Correlation
The correlation between HMVYX and FIUSX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2001 | 0.94 |
The correlation between HMVYX and FIUSX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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Return for Risk
HMVYX vs. FIUSX — Risk / Return Rank
HMVYX
FIUSX
HMVYX vs. FIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford MidCap Value Fund (HMVYX) and Delaware Opportunity Fund (FIUSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HMVYX | FIUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.42 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 4.84 | -2.12 |
| Martin ratioReturn relative to average drawdown | 9.37 | 17.93 | -8.57 |
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Drawdowns
HMVYX vs. FIUSX - Drawdown Comparison
The maximum HMVYX drawdown since its inception was -62.75%, which is greater than FIUSX's maximum drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for HMVYX and FIUSX.
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Drawdown Indicators
| HMVYX | FIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.75% | -56.30% | -6.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.73% | -6.75% | -1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -22.52% | -21.69% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -21.69% | -0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -44.47% | -46.38% | +1.91% |
Current DrawdownCurrent decline from peak | -0.95% | -0.33% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -8.93% | -9.41% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.81% | +0.72% |
Volatility
HMVYX vs. FIUSX - Volatility Comparison
Hartford MidCap Value Fund (HMVYX) has a higher volatility of 3.92% compared to Delaware Opportunity Fund (FIUSX) at 2.95%. This indicates that HMVYX's price experiences larger fluctuations and is considered to be riskier than FIUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMVYX | FIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 2.95% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.61% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.78% | 13.92% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 18.05% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 20.52% | +0.04% |
HMVYX vs. FIUSX - Expense Ratio Comparison
HMVYX has a 0.88% expense ratio, which is lower than FIUSX's 1.15% expense ratio.
Dividends
HMVYX vs. FIUSX - Dividend Comparison
HMVYX's dividend yield for the trailing twelve months is around 3.68%, less than FIUSX's 9.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 9.51% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
HMVYX Hartford MidCap Value Fund | 3.68% | 4.30% | 11.36% | 6.44% | 10.05% | 6.82% | 0.57% | 5.05% | 12.94% | 2.53% | 7.04% | 8.09% |
Frequently Asked Questions
With a correlation of 0.92, HMVYX and FIUSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HMVYX has higher volatility (3.92%) compared to FIUSX (2.95%). In terms of maximum drawdown, HMVYX dropped -62.75% vs FIUSX's -56.30%.
FIUSX currently has the higher Sharpe Ratio (2.35 vs 1.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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