HRLYX vs. PMFYX
Compare and contrast key facts about Hartford Real Asset Fund (HRLYX) and Pioneer Multi-Asset Income Fund (PMFYX).
HRLYX is managed by Hartford. It was launched on May 27, 2010. PMFYX is managed by Amundi. It was launched on Dec 21, 2011.
Performance
HRLYX vs. PMFYX - Performance Comparison
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HRLYX vs. PMFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRLYX Hartford Real Asset Fund | 10.68% | 21.89% | -5.41% | 7.44% | 0.72% | 21.58% | -1.13% | 12.34% | -10.11% | 9.57% |
PMFYX Pioneer Multi-Asset Income Fund | 0.91% | 23.15% | 6.28% | 7.04% | -0.34% | 12.25% | 5.38% | 11.13% | -5.91% | 18.23% |
Returns By Period
In the year-to-date period, HRLYX achieves a 10.68% return, which is significantly higher than PMFYX's 0.91% return. Over the past 10 years, HRLYX has underperformed PMFYX with an annualized return of 7.76%, while PMFYX has yielded a comparatively higher 8.61% annualized return.
HRLYX
- 1D
- 0.47%
- 1M
- -0.19%
- YTD
- 10.68%
- 6M
- 14.33%
- 1Y
- 24.33%
- 3Y*
- 10.02%
- 5Y*
- 9.30%
- 10Y*
- 7.76%
PMFYX
- 1D
- 0.15%
- 1M
- -3.56%
- YTD
- 0.91%
- 6M
- 4.30%
- 1Y
- 17.02%
- 3Y*
- 11.90%
- 5Y*
- 8.07%
- 10Y*
- 8.61%
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HRLYX vs. PMFYX - Expense Ratio Comparison
HRLYX has a 0.90% expense ratio, which is higher than PMFYX's 0.65% expense ratio.
Return for Risk
HRLYX vs. PMFYX — Risk / Return Rank
HRLYX
PMFYX
HRLYX vs. PMFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Real Asset Fund (HRLYX) and Pioneer Multi-Asset Income Fund (PMFYX). 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.
| HRLYX | PMFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.72 | 2.43 | +0.28 |
Sortino ratioReturn per unit of downside risk | 3.55 | 3.07 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.52 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.30 | 2.35 | +0.95 |
Martin ratioReturn relative to average drawdown | 20.44 | 11.00 | +9.44 |
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
| HRLYX | PMFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.72 | 2.43 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 1.12 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 1.14 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 1.13 | -0.85 |
Correlation
The correlation between HRLYX and PMFYX is 0.68, 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
HRLYX vs. PMFYX - Dividend Comparison
HRLYX's dividend yield for the trailing twelve months is around 3.57%, less than PMFYX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRLYX Hartford Real Asset Fund | 3.57% | 3.95% | 0.00% | 4.36% | 4.79% | 19.52% | 3.10% | 3.11% | 2.49% | 3.62% | 0.76% | 1.33% |
PMFYX Pioneer Multi-Asset Income Fund | 5.99% | 6.48% | 5.48% | 4.87% | 5.00% | 5.70% | 5.58% | 6.00% | 6.07% | 6.88% | 5.72% | 6.14% |
Drawdowns
HRLYX vs. PMFYX - Drawdown Comparison
The maximum HRLYX drawdown since its inception was -45.58%, which is greater than PMFYX's maximum drawdown of -24.23%. Use the drawdown chart below to compare losses from any high point for HRLYX and PMFYX.
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Drawdown Indicators
| HRLYX | PMFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.58% | -24.23% | -21.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -7.09% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -13.62% | -3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | -24.23% | -12.59% |
Current DrawdownCurrent decline from peak | -0.28% | -3.56% | +3.28% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -2.62% | -11.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 1.51% | -0.30% |
Volatility
HRLYX vs. PMFYX - Volatility Comparison
Hartford Real Asset Fund (HRLYX) has a higher volatility of 2.89% compared to Pioneer Multi-Asset Income Fund (PMFYX) at 2.22%. This indicates that HRLYX's price experiences larger fluctuations and is considered to be riskier than PMFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRLYX | PMFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 2.22% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 5.47% | 4.12% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 7.17% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.89% | 7.23% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.84% | 7.59% | +5.25% |