HSDAX vs. HSNIX
Compare and contrast key facts about Hartford Short Duration Fund (HSDAX) and The Hartford Strategic Income Fund (HSNIX).
HSDAX is managed by Hartford. It was launched on Oct 31, 2002. HSNIX is managed by Hartford. It was launched on May 30, 2007.
Performance
HSDAX vs. HSNIX - Performance Comparison
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HSDAX vs. HSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSDAX Hartford Short Duration Fund | -0.50% | 6.10% | 5.03% | 6.14% | -5.04% | -0.05% | 3.80% | 6.08% | 0.36% | 2.18% |
HSNIX The Hartford Strategic Income Fund | -1.75% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
Returns By Period
In the year-to-date period, HSDAX achieves a -0.50% return, which is significantly higher than HSNIX's -1.75% return. Over the past 10 years, HSDAX has underperformed HSNIX with an annualized return of 2.53%, while HSNIX has yielded a comparatively higher 4.46% annualized return.
HSDAX
- 1D
- 0.10%
- 1M
- -1.22%
- YTD
- -0.50%
- 6M
- 0.57%
- 1Y
- 4.05%
- 3Y*
- 4.98%
- 5Y*
- 2.27%
- 10Y*
- 2.53%
HSNIX
- 1D
- 0.26%
- 1M
- -3.10%
- YTD
- -1.75%
- 6M
- -0.32%
- 1Y
- 5.57%
- 3Y*
- 6.37%
- 5Y*
- 1.92%
- 10Y*
- 4.46%
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HSDAX vs. HSNIX - Expense Ratio Comparison
HSDAX has a 0.79% expense ratio, which is higher than HSNIX's 0.64% expense ratio.
Return for Risk
HSDAX vs. HSNIX — Risk / Return Rank
HSDAX
HSNIX
HSDAX vs. HSNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Short Duration Fund (HSDAX) and The Hartford Strategic Income Fund (HSNIX). 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.
| HSDAX | HSNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.30 | 1.41 | +0.89 |
Sortino ratioReturn per unit of downside risk | 4.24 | 1.92 | +2.33 |
Omega ratioGain probability vs. loss probability | 1.62 | 1.28 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 3.44 | 1.59 | +1.85 |
Martin ratioReturn relative to average drawdown | 15.14 | 6.75 | +8.38 |
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
| HSDAX | HSNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 1.41 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.06 | 0.41 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | 0.98 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.93 | +0.35 |
Correlation
The correlation between HSDAX and HSNIX is 0.57, 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
HSDAX vs. HSNIX - Dividend Comparison
HSDAX's dividend yield for the trailing twelve months is around 4.00%, less than HSNIX's 6.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSDAX Hartford Short Duration Fund | 4.00% | 4.26% | 3.43% | 2.71% | 2.03% | 1.36% | 2.08% | 2.60% | 2.55% | 2.27% | 1.74% | 1.67% |
HSNIX The Hartford Strategic Income Fund | 6.35% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
Drawdowns
HSDAX vs. HSNIX - Drawdown Comparison
The maximum HSDAX drawdown since its inception was -10.19%, smaller than the maximum HSNIX drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for HSDAX and HSNIX.
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Drawdown Indicators
| HSDAX | HSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.19% | -23.39% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -1.32% | -3.68% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -7.63% | -19.44% | +11.81% |
Max Drawdown (10Y)Largest decline over 10 years | -10.19% | -19.44% | +9.25% |
Current DrawdownCurrent decline from peak | -1.22% | -3.10% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -3.14% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.87% | -0.57% |
Volatility
HSDAX vs. HSNIX - Volatility Comparison
The current volatility for Hartford Short Duration Fund (HSDAX) is 0.55%, while The Hartford Strategic Income Fund (HSNIX) has a volatility of 1.58%. This indicates that HSDAX experiences smaller price fluctuations and is considered to be less risky than HSNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSDAX | HSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 1.58% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.22% | 2.33% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 3.97% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.15% | 4.67% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.25% | 4.59% | -2.34% |