HNCYX vs. VFIAX
Compare and contrast key facts about Hartford International Growth Fund (HNCYX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
HNCYX is managed by Hartford. It was launched on Apr 29, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNCYX or VFIAX.
Key characteristics
| HNCYX | VFIAX | |
|---|---|---|
| YTD Return | 7.83% | 18.95% |
| 1Y Return | 16.58% | 28.24% |
| 3Y Return (Ann) | -4.25% | 9.89% |
| 5Y Return (Ann) | 5.20% | 15.27% |
| 10Y Return (Ann) | 4.92% | 12.85% |
| Sharpe Ratio | 1.10 | 2.20 |
| Daily Std Dev | 15.17% | 12.70% |
| Max Drawdown | -68.17% | -55.20% |
| Current Drawdown | -14.17% | -0.62% |
Correlation
The correlation between HNCYX and VFIAX is 0.77, 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
HNCYX vs. VFIAX - Performance Comparison
In the year-to-date period, HNCYX achieves a 7.83% return, which is significantly lower than VFIAX's 18.95% return. Over the past 10 years, HNCYX has underperformed VFIAX with an annualized return of 4.92%, while VFIAX has yielded a comparatively higher 12.85% 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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HNCYX vs. VFIAX - Expense Ratio Comparison
HNCYX has a 0.95% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
HNCYX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Growth Fund (HNCYX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
HNCYX vs. VFIAX - Dividend Comparison
HNCYX's dividend yield for the trailing twelve months is around 0.71%, less than VFIAX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNCYX Hartford International Growth Fund | 0.71% | 0.76% | 1.07% | 0.83% | 3.27% | 0.85% | 8.81% | 0.81% | 1.57% | 1.11% | 0.75% | 1.15% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HNCYX vs. VFIAX - Drawdown Comparison
The maximum HNCYX drawdown since its inception was -68.17%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HNCYX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
HNCYX vs. VFIAX - Volatility Comparison
Hartford International Growth Fund (HNCYX) has a higher volatility of 5.01% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.99%. This indicates that HNCYX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.