HQIYX vs. HFHIX
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and Hartford Floating Rate High Income Fund (HFHIX).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. HFHIX is managed by Hartford. It was launched on Sep 29, 2011.
Performance
HQIYX vs. HFHIX - Performance Comparison
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HQIYX vs. HFHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 0.68% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
HFHIX Hartford Floating Rate High Income Fund | -1.06% | 7.69% | 6.61% | 9.35% | -4.54% | 4.21% | 1.04% | 9.28% | -0.31% | 5.62% |
Returns By Period
In the year-to-date period, HQIYX achieves a 0.68% return, which is significantly higher than HFHIX's -1.06% return. Over the past 10 years, HQIYX has outperformed HFHIX with an annualized return of 11.42%, while HFHIX has yielded a comparatively lower 4.84% annualized return.
HQIYX
- 1D
- -0.15%
- 1M
- -4.11%
- YTD
- 0.68%
- 6M
- 4.08%
- 1Y
- 11.04%
- 3Y*
- 11.67%
- 5Y*
- 9.34%
- 10Y*
- 11.42%
HFHIX
- 1D
- 0.12%
- 1M
- -0.80%
- YTD
- -1.06%
- 6M
- 0.50%
- 1Y
- 5.13%
- 3Y*
- 6.61%
- 5Y*
- 3.97%
- 10Y*
- 4.84%
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HQIYX vs. HFHIX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is lower than HFHIX's 0.80% expense ratio.
Return for Risk
HQIYX vs. HFHIX — Risk / Return Rank
HQIYX
HFHIX
HQIYX vs. HFHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and Hartford Floating Rate High Income Fund (HFHIX). 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.
| HQIYX | HFHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.77 | -0.95 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.78 | -1.55 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.65 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.84 | -1.75 |
Martin ratioReturn relative to average drawdown | 4.65 | 9.09 | -4.45 |
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
| HQIYX | HFHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.77 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.38 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 1.16 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.25 | -0.67 |
Correlation
The correlation between HQIYX and HFHIX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HQIYX vs. HFHIX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.08%, more than HFHIX's 6.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.08% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
HFHIX Hartford Floating Rate High Income Fund | 6.73% | 6.70% | 6.73% | 6.60% | 5.21% | 3.30% | 3.86% | 4.75% | 6.55% | 4.24% | 5.01% | 5.58% |
Drawdowns
HQIYX vs. HFHIX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, which is greater than HFHIX's maximum drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for HQIYX and HFHIX.
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Drawdown Indicators
| HQIYX | HFHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -23.31% | -27.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -1.85% | -5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -8.21% | -5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -23.31% | -11.68% |
Current DrawdownCurrent decline from peak | -5.68% | -1.62% | -4.06% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -1.35% | -3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 0.58% | +1.87% |
Volatility
HQIYX vs. HFHIX - Volatility Comparison
The Hartford Equity Income Fund (HQIYX) has a higher volatility of 3.50% compared to Hartford Floating Rate High Income Fund (HFHIX) at 0.51%. This indicates that HQIYX's price experiences larger fluctuations and is considered to be riskier than HFHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HQIYX | HFHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 0.51% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 1.70% | +6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 2.91% | +11.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 2.90% | +10.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.21% | 4.18% | +12.03% |