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.
Performance
HSDAX vs. PFIIX - Performance Comparison
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HSDAX vs. PFIIX - 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% |
PFIIX PIMCO Low Duration Income Fund | -0.72% | 9.56% | 7.19% | 7.78% | -5.29% | 2.38% | 4.84% | 6.72% | 1.56% | 6.05% |
Returns By Period
In the year-to-date period, HSDAX achieves a -0.50% return, which is significantly higher than PFIIX's -0.72% return. Over the past 10 years, HSDAX has underperformed PFIIX with an annualized return of 2.53%, while PFIIX has yielded a comparatively higher 5.09% 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%
PFIIX
- 1D
- 0.25%
- 1M
- -1.92%
- YTD
- -0.72%
- 6M
- 1.39%
- 1Y
- 5.80%
- 3Y*
- 7.32%
- 5Y*
- 3.91%
- 10Y*
- 5.09%
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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.
Return for Risk
HSDAX vs. PFIIX — Risk / Return Rank
HSDAX
PFIIX
HSDAX vs. PFIIX - Risk-Adjusted Trends 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.
| HSDAX | PFIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.30 | 2.17 | +0.13 |
Sortino ratioReturn per unit of downside risk | 4.24 | 3.34 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.62 | 1.49 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.92 | +0.52 |
Martin ratioReturn relative to average drawdown | 15.14 | 11.40 | +3.74 |
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 | PFIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 2.17 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.06 | 1.27 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | 1.61 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.91 | +0.37 |
Correlation
The correlation between HSDAX and PFIIX is 0.24, 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
HSDAX vs. PFIIX - Dividend Comparison
HSDAX's dividend yield for the trailing twelve months is around 4.00%, less than PFIIX's 5.05% 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% |
PFIIX PIMCO Low Duration Income Fund | 5.05% | 5.49% | 5.94% | 4.97% | 5.35% | 3.06% | 3.44% | 4.74% | 3.22% | 3.13% | 3.75% | 5.36% |
Drawdowns
HSDAX vs. PFIIX - Drawdown Comparison
The maximum HSDAX drawdown since its inception was -10.19%, smaller than the maximum PFIIX drawdown of -28.35%. Use the drawdown chart below to compare losses from any high point for HSDAX and PFIIX.
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Drawdown Indicators
| HSDAX | PFIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.19% | -28.35% | +18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -1.32% | -2.16% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -7.63% | -8.84% | +1.21% |
Max Drawdown (10Y)Largest decline over 10 years | -10.19% | -11.72% | +1.53% |
Current DrawdownCurrent decline from peak | -1.22% | -1.92% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -2.62% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.55% | -0.25% |
Volatility
HSDAX vs. PFIIX - Volatility Comparison
The current volatility for Hartford Short Duration Fund (HSDAX) is 0.55%, while PIMCO Low Duration Income Fund (PFIIX) has a volatility of 1.17%. 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.
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Volatility by Period
| HSDAX | PFIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 1.17% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.22% | 1.84% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 2.94% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.15% | 3.11% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.25% | 3.17% | -0.92% |