PortfoliosLab logo
HSNIX vs. BWDTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HSNIX and BWDTX is -0.32. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

HSNIX vs. BWDTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Strategic Income Fund (HSNIX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

HSNIX:

4.15%

BWDTX:

0.80%

Max Drawdown

HSNIX:

-23.16%

BWDTX:

0.00%

Current Drawdown

HSNIX:

-1.47%

BWDTX:

0.00%

Returns By Period


HSNIX

YTD

1.24%

1M

2.80%

6M

1.37%

1Y

7.66%

5Y*

3.55%

10Y*

3.78%

BWDTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HSNIX vs. BWDTX - Expense Ratio Comparison

HSNIX has a 0.64% expense ratio, which is higher than BWDTX's 0.40% expense ratio.


Risk-Adjusted Performance

HSNIX vs. BWDTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HSNIX
The Risk-Adjusted Performance Rank of HSNIX is 9292
Overall Rank
The Sharpe Ratio Rank of HSNIX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of HSNIX is 9292
Sortino Ratio Rank
The Omega Ratio Rank of HSNIX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of HSNIX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of HSNIX is 9292
Martin Ratio Rank

BWDTX
The Risk-Adjusted Performance Rank of BWDTX is 9898
Overall Rank
The Sharpe Ratio Rank of BWDTX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of BWDTX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of BWDTX is 9898
Omega Ratio Rank
The Calmar Ratio Rank of BWDTX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BWDTX is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HSNIX vs. BWDTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX). 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.



Loading data...

Dividends

HSNIX vs. BWDTX - Dividend Comparison

HSNIX's dividend yield for the trailing twelve months is around 6.72%, more than BWDTX's 5.76% yield.


TTM20242023202220212020201920182017201620152014
HSNIX
The Hartford Strategic Income Fund
6.72%6.45%6.34%4.71%3.26%3.04%4.32%6.83%6.21%5.02%4.66%4.19%
BWDTX
Boyd Watterson Limited Duration Enhanced Income Fund
5.76%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HSNIX vs. BWDTX - Drawdown Comparison

The maximum HSNIX drawdown since its inception was -23.16%, which is greater than BWDTX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for HSNIX and BWDTX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

HSNIX vs. BWDTX - Volatility Comparison


Loading data...