HSNIX vs. PONPX
Compare and contrast key facts about The Hartford Strategic Income Fund (HSNIX) and PIMCO Income Fund Class I-2 (PONPX).
HSNIX is managed by Hartford. It was launched on May 30, 2007. PONPX is managed by PIMCO.
Performance
HSNIX vs. PONPX - Performance Comparison
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HSNIX vs. PONPX - 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% |
PONPX PIMCO Income Fund Class I-2 | -1.37% | 10.96% | 5.33% | 9.24% | -9.14% | 2.51% | 5.73% | 7.99% | 0.53% | 8.52% |
Returns By Period
In the year-to-date period, HSNIX achieves a -1.75% return, which is significantly lower than PONPX's -1.37% return. Both investments have delivered pretty close results over the past 10 years, with HSNIX having a 4.46% annualized return and PONPX not far ahead at 4.55%.
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%
PONPX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.37%
- 6M
- 1.11%
- 1Y
- 5.97%
- 3Y*
- 7.09%
- 5Y*
- 3.28%
- 10Y*
- 4.55%
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HSNIX vs. PONPX - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Return for Risk
HSNIX vs. PONPX — Risk / Return Rank
HSNIX
PONPX
HSNIX vs. PONPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) and PIMCO Income Fund Class I-2 (PONPX). 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 | PONPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.54 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.92 | 2.21 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.84 | -0.25 |
Martin ratioReturn relative to average drawdown | 6.75 | 7.43 | -0.68 |
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 | PONPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.54 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.70 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 1.09 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 1.82 | -0.89 |
Correlation
The correlation between HSNIX and PONPX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HSNIX vs. PONPX - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 6.35%, more than PONPX's 5.48% 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% |
PONPX PIMCO Income Fund Class I-2 | 5.48% | 5.91% | 6.16% | 6.11% | 4.89% | 3.92% | 4.78% | 5.73% | 5.56% | 5.27% | 5.42% | 7.77% |
Drawdowns
HSNIX vs. PONPX - Drawdown Comparison
The maximum HSNIX drawdown since its inception was -23.39%, which is greater than PONPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for HSNIX and PONPX.
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Drawdown Indicators
| HSNIX | PONPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.39% | -13.41% | -9.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -3.69% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | -13.41% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -19.44% | -13.41% | -6.03% |
Current DrawdownCurrent decline from peak | -3.10% | -3.24% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -1.44% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.92% | -0.05% |
Volatility
HSNIX vs. PONPX - Volatility Comparison
The current volatility for The Hartford Strategic Income Fund (HSNIX) is 1.58%, while PIMCO Income Fund Class I-2 (PONPX) has a volatility of 1.88%. This indicates that HSNIX experiences smaller price fluctuations and is considered to be less risky than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSNIX | PONPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.88% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 2.64% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 4.27% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.75% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 4.19% | +0.40% |