HRLYX vs. WMRIX
Compare and contrast key facts about Hartford Real Asset Fund (HRLYX) and Wilmington Real Asset Fund (WMRIX).
HRLYX is managed by Hartford. It was launched on May 27, 2010. WMRIX is managed by Wilmington Funds. It was launched on Jun 30, 2003.
Performance
HRLYX vs. WMRIX - Performance Comparison
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HRLYX vs. WMRIX - 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% |
WMRIX Wilmington Real Asset Fund | 10.27% | 12.79% | 2.57% | 1.12% | -8.03% | 21.49% | -2.19% | 16.85% | -7.21% | 11.81% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HRLYX having a 10.68% return and WMRIX slightly lower at 10.27%. Over the past 10 years, HRLYX has outperformed WMRIX with an annualized return of 7.76%, while WMRIX has yielded a comparatively lower 5.44% 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%
WMRIX
- 1D
- 0.19%
- 1M
- -1.54%
- YTD
- 10.27%
- 6M
- 12.47%
- 1Y
- 17.95%
- 3Y*
- 9.54%
- 5Y*
- 6.81%
- 10Y*
- 5.44%
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HRLYX vs. WMRIX - Expense Ratio Comparison
HRLYX has a 0.90% expense ratio, which is higher than WMRIX's 0.64% expense ratio.
Return for Risk
HRLYX vs. WMRIX — Risk / Return Rank
HRLYX
WMRIX
HRLYX vs. WMRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Real Asset Fund (HRLYX) and Wilmington Real Asset Fund (WMRIX). 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 | WMRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.72 | 1.63 | +1.09 |
Sortino ratioReturn per unit of downside risk | 3.55 | 2.12 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.33 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 3.30 | 1.86 | +1.44 |
Martin ratioReturn relative to average drawdown | 20.44 | 10.31 | +10.12 |
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 | WMRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.72 | 1.63 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.59 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.44 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.54 | -0.26 |
Correlation
The correlation between HRLYX and WMRIX is 0.75, 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
HRLYX vs. WMRIX - Dividend Comparison
HRLYX's dividend yield for the trailing twelve months is around 3.57%, less than WMRIX's 6.49% 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% |
WMRIX Wilmington Real Asset Fund | 6.49% | 7.15% | 1.02% | 3.51% | 6.07% | 9.29% | 1.99% | 3.03% | 2.84% | 2.73% | 0.00% | 5.31% |
Drawdowns
HRLYX vs. WMRIX - Drawdown Comparison
The maximum HRLYX drawdown since its inception was -45.58%, which is greater than WMRIX's maximum drawdown of -37.84%. Use the drawdown chart below to compare losses from any high point for HRLYX and WMRIX.
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Drawdown Indicators
| HRLYX | WMRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.58% | -37.84% | -7.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -9.91% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -22.03% | +5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | -31.27% | -5.55% |
Current DrawdownCurrent decline from peak | -0.28% | -2.56% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -7.22% | -7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 1.79% | -0.58% |
Volatility
HRLYX vs. WMRIX - Volatility Comparison
Hartford Real Asset Fund (HRLYX) and Wilmington Real Asset Fund (WMRIX) have volatilities of 2.89% and 2.82%, 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
| HRLYX | WMRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 2.82% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 5.47% | 7.04% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 11.38% | -2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.89% | 11.54% | -0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.84% | 12.48% | +0.36% |