KBR vs. HCKAX

Last updated Apr 2, 2026

Compare and contrast key facts about KBR, Inc. (KBR) and Hartford Checks and Balances Fund (HCKAX).

HCKAX is managed by Hartford. It was launched on May 30, 2007.

Performance

KBR vs. HCKAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KBR, Inc. (KBR) and Hartford Checks and Balances Fund (HCKAX). The values are adjusted to include any dividend payments, if applicable.

KBR vs. HCKAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KBR KBR, Inc.	-6.25%	-29.66%	5.58%	5.94%	11.93%	55.64%	3.23%	103.61%	-22.05%	21.16%
HCKAX Hartford Checks and Balances Fund	-2.91%	11.51%	12.99%	13.00%	-13.28%	14.28%	13.06%	22.40%	-3.65%	14.54%

Returns By Period

In the year-to-date period, KBR achieves a -6.25% return, which is significantly lower than HCKAX's -2.91% return. Over the past 10 years, KBR has outperformed HCKAX with an annualized return of 11.03%, while HCKAX has yielded a comparatively lower 8.37% annualized return.

KBR

• 1D: 1.79%
• 1M: -9.29%
• YTD: -6.25%
• 6M: -20.80%
• 1Y: -23.74%
• 3Y*: -10.97%
• 5Y*: 1.28%
• 10Y*: 11.03%

HCKAX

• 1D: 1.83%
• 1M: -4.38%
• YTD: -2.91%
• 6M: -0.75%
• 1Y: 9.01%
• 3Y*: 10.22%
• 5Y*: 5.51%
• 10Y*: 8.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

KBR vs. HCKAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KBR

KBR Risk / Return Rank: 14
KBR Sharpe Ratio Rank: 10
KBR Sortino Ratio Rank: 12
KBR Omega Ratio Rank: 13
KBR Calmar Ratio Rank: 18
KBR Martin Ratio Rank: 17

HCKAX

HCKAX Risk / Return Rank: 37
HCKAX Sharpe Ratio Rank: 32
HCKAX Sortino Ratio Rank: 33
HCKAX Omega Ratio Rank: 33
HCKAX Calmar Ratio Rank: 41
HCKAX Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KBR vs. HCKAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KBR, Inc. (KBR) and Hartford Checks and Balances Fund (HCKAX). 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.

	KBR	HCKAX	Difference
Sharpe ratio Return per unit of total volatility	-0.73	0.82	-1.55
Sortino ratio Return per unit of downside risk	-0.92	1.24	-2.15
Omega ratio Gain probability vs. loss probability	0.89	1.18	-0.29
Calmar ratio Return relative to maximum drawdown	-0.67	1.23	-1.90
Martin ratio Return relative to average drawdown	-1.22	5.41	-6.63
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KBR vs. HCKAX - Sharpe Ratio Comparison

The current KBR Sharpe Ratio is -0.73, which is lower than the HCKAX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of KBR and HCKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KBR	HCKAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.73	0.82	-1.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	0.52	-0.47
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	0.73	-0.42
Sharpe Ratio (All Time) Calculated using the full available price history	0.11	0.52	-0.41

Correlation

The correlation between KBR and HCKAX is 0.61, 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

KBR vs. HCKAX - Dividend Comparison

KBR's dividend yield for the trailing twelve months is around 1.76%, less than HCKAX's 7.65% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KBR KBR, Inc.	1.76%	1.64%	1.04%	0.97%	0.91%	0.92%	1.29%	1.05%	2.11%	1.61%	1.92%	1.89%
HCKAX Hartford Checks and Balances Fund	7.65%	7.43%	5.85%	4.57%	8.94%	6.33%	4.41%	7.45%	10.66%	13.93%	8.70%	12.58%

Drawdowns

KBR vs. HCKAX - Drawdown Comparison

The maximum KBR drawdown since its inception was -77.47%, which is greater than HCKAX's maximum drawdown of -41.69%. Use the drawdown chart below to compare losses from any high point for KBR and HCKAX.

Drawdown Indicators

	KBR	HCKAX	Difference
Max Drawdown Largest peak-to-trough decline	-77.47%	-41.69%	-35.78%
Max Drawdown (1Y) Largest decline over 1 year	-35.24%	-8.05%	-27.19%
Max Drawdown (5Y) Largest decline over 5 years	-49.24%	-20.29%	-28.95%
Max Drawdown (10Y) Largest decline over 10 years	-57.94%	-26.91%	-31.03%
Current Drawdown Current decline from peak	-46.82%	-4.74%	-42.08%
Average Drawdown Average peak-to-trough decline	-33.79%	-5.19%	-28.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.25%	1.83%	+17.42%

Volatility

KBR vs. HCKAX - Volatility Comparison

KBR, Inc. (KBR) has a higher volatility of 7.82% compared to Hartford Checks and Balances Fund (HCKAX) at 3.80%. This indicates that KBR's price experiences larger fluctuations and is considered to be riskier than HCKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KBR	HCKAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.82%	3.80%	+4.02%
Volatility (6M) Calculated over the trailing 6-month period	22.43%	6.23%	+16.20%
Volatility (1Y) Calculated over the trailing 1-year period	32.68%	11.33%	+21.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.84%	10.76%	+17.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.67%	11.56%	+25.11%