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HSNIX vs. VFFVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.3

Performance

HSNIX vs. VFFVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Strategic Income Fund (HSNIX) and Vanguard Target Retirement 2055 Fund (VFFVX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
3.55%
5.53%
HSNIX
VFFVX

Key characteristics

Sharpe Ratio

HSNIX:

1.96

VFFVX:

1.56

Sortino Ratio

HSNIX:

2.78

VFFVX:

2.17

Omega Ratio

HSNIX:

1.37

VFFVX:

1.29

Calmar Ratio

HSNIX:

1.02

VFFVX:

2.44

Martin Ratio

HSNIX:

9.12

VFFVX:

9.72

Ulcer Index

HSNIX:

0.86%

VFFVX:

1.78%

Daily Std Dev

HSNIX:

4.03%

VFFVX:

11.08%

Max Drawdown

HSNIX:

-23.16%

VFFVX:

-31.40%

Current Drawdown

HSNIX:

-1.75%

VFFVX:

-3.30%

Returns By Period

In the year-to-date period, HSNIX achieves a 7.36% return, which is significantly lower than VFFVX's 14.88% return. Over the past 10 years, HSNIX has underperformed VFFVX with an annualized return of 3.79%, while VFFVX has yielded a comparatively higher 8.68% annualized return.


HSNIX

YTD

7.36%

1M

-0.50%

6M

3.54%

1Y

7.89%

5Y*

2.62%

10Y*

3.79%

VFFVX

YTD

14.88%

1M

-0.87%

6M

5.63%

1Y

13.41%

5Y*

9.19%

10Y*

8.68%

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. VFFVX - Expense Ratio Comparison

HSNIX has a 0.64% expense ratio, which is higher than VFFVX's 0.08% expense ratio.


HSNIX
The Hartford Strategic Income Fund
Expense ratio chart for HSNIX: current value at 0.64% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.64%
Expense ratio chart for VFFVX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

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.


Sharpe ratio
The chart of Sharpe ratio for HSNIX, currently valued at 1.96, compared to the broader market-1.000.001.002.003.004.001.961.45
The chart of Sortino ratio for HSNIX, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.0010.002.782.02
The chart of Omega ratio for HSNIX, currently valued at 1.37, compared to the broader market0.501.001.502.002.503.003.501.371.27
The chart of Calmar ratio for HSNIX, currently valued at 1.02, compared to the broader market0.002.004.006.008.0010.0012.0014.001.022.26
The chart of Martin ratio for HSNIX, currently valued at 9.12, compared to the broader market0.0020.0040.0060.009.128.93
HSNIX
VFFVX

The current HSNIX Sharpe Ratio is 1.96, which is comparable to the VFFVX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of HSNIX and VFFVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
1.96
1.45
HSNIX
VFFVX

Dividends

HSNIX vs. VFFVX - Dividend Comparison

HSNIX's dividend yield for the trailing twelve months is around 5.98%, more than VFFVX's 1.90% yield.


TTM20232022202120202019201820172016201520142013
HSNIX
The Hartford Strategic Income Fund
5.98%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
1.90%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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.75%
-3.30%
HSNIX
VFFVX

Volatility

HSNIX vs. VFFVX - Volatility Comparison

The current volatility for The Hartford Strategic Income Fund (HSNIX) is 0.93%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 3.12%. 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.


1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
0.93%
3.12%
HSNIX
VFFVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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