HSNIX vs. VFFVX
Compare and contrast key facts about The Hartford Strategic Income Fund (HSNIX) and Vanguard Target Retirement 2055 Fund (VFFVX).
HSNIX is managed by Hartford Mutual Funds. It was launched on May 30, 2007. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSNIX or VFFVX.
Key characteristics
| HSNIX | VFFVX | |
|---|---|---|
| YTD Return | 7.76% | 17.43% |
| 1Y Return | 14.56% | 29.04% |
| 3Y Return (Ann) | 0.49% | 4.99% |
| 5Y Return (Ann) | 3.06% | 10.46% |
| 10Y Return (Ann) | 3.43% | 9.03% |
| Sharpe Ratio | 3.26 | 2.61 |
| Sortino Ratio | 5.03 | 3.62 |
| Omega Ratio | 1.68 | 1.48 |
| Calmar Ratio | 1.15 | 2.66 |
| Martin Ratio | 19.53 | 16.96 |
| Ulcer Index | 0.75% | 1.71% |
| Daily Std Dev | 4.51% | 11.08% |
| Max Drawdown | -23.16% | -31.40% |
| Current Drawdown | -1.38% | 0.00% |
Correlation
The correlation between HSNIX and VFFVX is 0.29, 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.
Performance
HSNIX vs. VFFVX - Performance Comparison
In the year-to-date period, HSNIX achieves a 7.76% return, which is significantly lower than VFFVX's 17.43% return. Over the past 10 years, HSNIX has underperformed VFFVX with an annualized return of 3.43%, while VFFVX has yielded a comparatively higher 9.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HSNIX vs. VFFVX - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
HSNIX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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.
Dividends
HSNIX vs. VFFVX - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 6.43%, more than VFFVX's 1.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | 6.43% | 6.34% | 4.71% | 3.26% | 3.04% | 4.32% | 6.83% | 6.21% | 5.02% | 4.66% | 4.19% | 4.49% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.86% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
HSNIX vs. VFFVX - Drawdown Comparison
The maximum HSNIX drawdown since its inception was -23.16%, smaller than the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for HSNIX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
HSNIX vs. VFFVX - Volatility Comparison
The current volatility for The Hartford Strategic Income Fund (HSNIX) is 1.02%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 2.92%. This indicates that HSNIX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.