HSNIX vs. HGIYX
Compare and contrast key facts about The Hartford Strategic Income Fund (HSNIX) and Hartford Core Equity Fund (HGIYX).
HSNIX is managed by Hartford. It was launched on May 30, 2007. HGIYX is managed by Hartford. It was launched on Apr 30, 1998.
Performance
HSNIX vs. HGIYX - Performance Comparison
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HSNIX vs. HGIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | -1.37% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
HGIYX Hartford Core Equity Fund | -4.23% | 14.67% | 25.87% | 21.45% | -18.68% | 24.53% | 18.42% | 36.27% | -1.66% | 22.11% |
Returns By Period
In the year-to-date period, HSNIX achieves a -1.37% return, which is significantly higher than HGIYX's -4.23% return. Over the past 10 years, HSNIX has underperformed HGIYX with an annualized return of 4.50%, while HGIYX has yielded a comparatively higher 13.21% annualized return.
HSNIX
- 1D
- 0.38%
- 1M
- -2.37%
- YTD
- -1.37%
- 6M
- -0.06%
- 1Y
- 5.71%
- 3Y*
- 6.51%
- 5Y*
- 1.96%
- 10Y*
- 4.50%
HGIYX
- 1D
- 2.91%
- 1M
- -5.55%
- YTD
- -4.23%
- 6M
- -2.21%
- 1Y
- 14.23%
- 3Y*
- 16.79%
- 5Y*
- 9.94%
- 10Y*
- 13.21%
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HSNIX vs. HGIYX - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is higher than HGIYX's 0.45% expense ratio.
Return for Risk
HSNIX vs. HGIYX — Risk / Return Rank
HSNIX
HGIYX
HSNIX vs. HGIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) and Hartford Core Equity Fund (HGIYX). 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 | HGIYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.87 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.34 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.41 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.78 | 6.55 | +0.23 |
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 | HGIYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.87 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.61 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.76 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.47 | +0.47 |
Correlation
The correlation between HSNIX and HGIYX is 0.13, 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. HGIYX - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 6.33%, less than HGIYX's 12.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | 6.33% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
HGIYX Hartford Core Equity Fund | 12.19% | 11.67% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 4.39% | 5.62% | 3.75% | 1.62% | 2.10% |
Drawdowns
HSNIX vs. HGIYX - Drawdown Comparison
The maximum HSNIX drawdown since its inception was -23.39%, smaller than the maximum HGIYX drawdown of -51.88%. Use the drawdown chart below to compare losses from any high point for HSNIX and HGIYX.
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Drawdown Indicators
| HSNIX | HGIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.39% | -51.88% | +28.49% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -11.00% | +7.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | -24.64% | +5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -19.44% | -33.47% | +14.03% |
Current DrawdownCurrent decline from peak | -2.73% | -6.28% | +3.55% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -10.18% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 2.36% | -1.48% |
Volatility
HSNIX vs. HGIYX - Volatility Comparison
The current volatility for The Hartford Strategic Income Fund (HSNIX) is 1.64%, while Hartford Core Equity Fund (HGIYX) has a volatility of 5.35%. This indicates that HSNIX experiences smaller price fluctuations and is considered to be less risky than HGIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSNIX | HGIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 5.35% | -3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 9.14% | -6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 16.99% | -13.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 16.35% | -11.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 17.40% | -12.81% |