HSUN vs. PIMIX
Compare and contrast key facts about Hartford Sustainable Income ETF (HSUN) and PIMCO Income Fund Institutional Class (PIMIX).
HSUN is an actively managed fund by Hartford. It was launched on Sep 21, 2021. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSUN or PIMIX.
Correlation
The correlation between HSUN and PIMIX is 0.35, 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
HSUN vs. PIMIX - Performance Comparison
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Key characteristics
HSUN:
1.95
PIMIX:
1.42
HSUN:
2.67
PIMIX:
2.23
HSUN:
1.38
PIMIX:
1.29
HSUN:
1.78
PIMIX:
2.17
HSUN:
7.26
PIMIX:
6.26
HSUN:
1.15%
PIMIX:
0.97%
HSUN:
4.36%
PIMIX:
4.10%
HSUN:
-19.34%
PIMIX:
-13.39%
HSUN:
-1.37%
PIMIX:
-1.96%
Returns By Period
The year-to-date returns for both stocks are quite close, with HSUN having a 1.60% return and PIMIX slightly lower at 1.56%.
HSUN
1.60%
2.54%
2.05%
8.20%
N/A
N/A
PIMIX
1.56%
0.10%
2.24%
5.77%
4.51%
4.18%
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HSUN vs. PIMIX - Expense Ratio Comparison
HSUN has a 0.54% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
HSUN vs. PIMIX — Risk-Adjusted Performance Rank
HSUN
PIMIX
HSUN vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Sustainable Income ETF (HSUN) and PIMCO Income Fund Institutional Class (PIMIX). 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.
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Dividends
HSUN vs. PIMIX - Dividend Comparison
HSUN's dividend yield for the trailing twelve months is around 6.64%, more than PIMIX's 6.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSUN Hartford Sustainable Income ETF | 6.64% | 6.51% | 5.76% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.27% | 6.27% | 6.73% | 6.39% | 4.02% | 4.84% | 5.82% | 5.64% | 5.39% | 5.57% | 7.93% | 6.53% |
Drawdowns
HSUN vs. PIMIX - Drawdown Comparison
The maximum HSUN drawdown since its inception was -19.34%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for HSUN and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
HSUN vs. PIMIX - Volatility Comparison
Hartford Sustainable Income ETF (HSUN) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.21% and 1.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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