HSNIX vs. ESIIX
Compare and contrast key facts about The Hartford Strategic Income Fund (HSNIX) and Eaton Vance Strategic Income Fund Class I (ESIIX).
HSNIX is managed by Hartford. It was launched on May 30, 2007. ESIIX is an actively managed fund by Eaton Vance. It was launched on Apr 3, 2009.
Performance
HSNIX vs. ESIIX - Performance Comparison
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HSNIX vs. ESIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ESIIX Eaton Vance Strategic Income Fund Class I | 0.53% | 12.46% | 6.66% | 8.52% | -2.32% | 1.59% | 7.80% | 7.65% | -2.44% | 5.16% |
Returns By Period
In the year-to-date period, HSNIX achieves a -1.75% return, which is significantly lower than ESIIX's 0.53% return. Over the past 10 years, HSNIX has underperformed ESIIX with an annualized return of 4.46%, while ESIIX has yielded a comparatively higher 5.12% annualized return.
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%
ESIIX
- 1D
- 0.15%
- 1M
- -2.15%
- YTD
- 0.53%
- 6M
- 3.43%
- 1Y
- 9.40%
- 3Y*
- 8.51%
- 5Y*
- 5.22%
- 10Y*
- 5.12%
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HSNIX vs. ESIIX - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is lower than ESIIX's 1.21% expense ratio.
Return for Risk
HSNIX vs. ESIIX — Risk / Return Rank
HSNIX
ESIIX
HSNIX vs. ESIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) and Eaton Vance Strategic Income Fund Class I (ESIIX). 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.
| HSNIX | ESIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 3.12 | -1.71 |
Sortino ratioReturn per unit of downside risk | 1.92 | 4.43 | -2.52 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.71 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 3.99 | -2.40 |
Martin ratioReturn relative to average drawdown | 6.75 | 16.84 | -10.09 |
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
| HSNIX | ESIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 3.12 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.67 | -1.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 1.63 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.45 | +0.48 |
Correlation
The correlation between HSNIX and ESIIX is 0.39, 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
HSNIX vs. ESIIX - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 6.35%, less than ESIIX's 7.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ESIIX Eaton Vance Strategic Income Fund Class I | 7.40% | 7.01% | 7.23% | 7.19% | 5.82% | 4.57% | 4.44% | 5.29% | 4.25% | 3.95% | 4.18% | 4.59% |
Drawdowns
HSNIX vs. ESIIX - Drawdown Comparison
The maximum HSNIX drawdown since its inception was -23.39%, smaller than the maximum ESIIX drawdown of -26.87%. Use the drawdown chart below to compare losses from any high point for HSNIX and ESIIX.
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Drawdown Indicators
| HSNIX | ESIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.39% | -26.87% | +3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -2.44% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | -6.18% | -13.26% |
Max Drawdown (10Y)Largest decline over 10 years | -19.44% | -12.25% | -7.19% |
Current DrawdownCurrent decline from peak | -3.10% | -2.15% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -4.76% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.58% | +0.29% |
Volatility
HSNIX vs. ESIIX - Volatility Comparison
The Hartford Strategic Income Fund (HSNIX) has a higher volatility of 1.58% compared to Eaton Vance Strategic Income Fund Class I (ESIIX) at 1.32%. This indicates that HSNIX's price experiences larger fluctuations and is considered to be riskier than ESIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSNIX | ESIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.32% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 1.97% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 3.03% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 3.15% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 3.15% | +1.44% |