HSDAX vs. PFIIX
Compare and contrast key facts about Hartford Short Duration Fund (HSDAX) and PIMCO Low Duration Income Fund (PFIIX).
HSDAX is managed by Hartford. It was launched on Oct 31, 2002. PFIIX is managed by PIMCO. It was launched on Jul 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSDAX or PFIIX.
Correlation
The correlation between HSDAX and PFIIX is 0.22, 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.
Performance
HSDAX vs. PFIIX - Performance Comparison
Key characteristics
HSDAX:
2.82
PFIIX:
2.85
HSDAX:
4.91
PFIIX:
4.56
HSDAX:
1.70
PFIIX:
1.67
HSDAX:
6.77
PFIIX:
6.04
HSDAX:
19.41
PFIIX:
18.97
HSDAX:
0.28%
PFIIX:
0.40%
HSDAX:
1.96%
PFIIX:
2.65%
HSDAX:
-10.19%
PFIIX:
-29.16%
HSDAX:
-0.21%
PFIIX:
0.00%
Returns By Period
In the year-to-date period, HSDAX achieves a 0.10% return, which is significantly lower than PFIIX's 1.00% return. Over the past 10 years, HSDAX has underperformed PFIIX with an annualized return of 2.25%, while PFIIX has yielded a comparatively higher 4.30% annualized return.
HSDAX
0.10%
0.31%
1.96%
5.64%
2.11%
2.25%
PFIIX
1.00%
1.38%
3.35%
7.54%
3.58%
4.30%
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HSDAX vs. PFIIX - Expense Ratio Comparison
HSDAX has a 0.79% expense ratio, which is higher than PFIIX's 0.50% expense ratio.
Risk-Adjusted Performance
HSDAX vs. PFIIX — Risk-Adjusted Performance Rank
HSDAX
PFIIX
HSDAX vs. PFIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Short Duration Fund (HSDAX) and PIMCO Low Duration Income Fund (PFIIX). 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
HSDAX vs. PFIIX - Dividend Comparison
HSDAX's dividend yield for the trailing twelve months is around 3.80%, less than PFIIX's 5.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSDAX Hartford Short Duration Fund | 3.80% | 4.13% | 3.30% | 2.04% | 1.49% | 2.08% | 2.61% | 2.55% | 2.09% | 1.75% | 1.69% | 1.58% |
PFIIX PIMCO Low Duration Income Fund | 5.48% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
Drawdowns
HSDAX vs. PFIIX - Drawdown Comparison
The maximum HSDAX drawdown since its inception was -10.19%, smaller than the maximum PFIIX drawdown of -29.16%. Use the drawdown chart below to compare losses from any high point for HSDAX and PFIIX. For additional features, visit the drawdowns tool.
Volatility
HSDAX vs. PFIIX - Volatility Comparison
The current volatility for Hartford Short Duration Fund (HSDAX) is 0.51%, while PIMCO Low Duration Income Fund (PFIIX) has a volatility of 0.69%. This indicates that HSDAX experiences smaller price fluctuations and is considered to be less risky than PFIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.