KBR vs. HCKAX
KBR (KBR, Inc.) is a stock, while HCKAX (Hartford Checks and Balances Fund) is Diversified Portfolio fund managed by Hartford. Over the past 10 years, KBR returned 10.59%/yr vs 8.88%/yr for HCKAX. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
KBR vs. HCKAX - Performance Comparison
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Returns By Period
In the year-to-date period, KBR achieves a -8.10% return, which is significantly lower than HCKAX's 6.00% return. Over the past 10 years, KBR has outperformed HCKAX with an annualized return of 10.59%, while HCKAX has yielded a comparatively lower 8.88% annualized return.
KBR
- 1D
- 6.52%
- 1M
- 0.55%
- 6M
- -13.70%
- YTD
- -8.10%
- 1Y
- -19.96%
- 3Y*
- -15.05%
- 5Y*
- 0.02%
- 10Y*
- 10.59%
- ALL TIME*
- 4.11%
HCKAX
- 1D
- 0.92%
- 1M
- -0.36%
- 6M
- 4.89%
- YTD
- 6.00%
- 1Y
- 14.38%
- 3Y*
- 11.41%
- 5Y*
- 6.32%
- 10Y*
- 8.88%
- ALL TIME*
- 6.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
KBR KBR, Inc. | $76.72M | $66.01M | $69.05M |
KBR vs. HCKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KBR KBR, Inc. | -8.10% | -29.66% | 5.58% | 5.94% | 11.93% | 55.64% | 3.23% | 103.61% | -22.05% | 21.16% |
HCKAX Hartford Checks and Balances Fund | 6.00% | 11.51% | 12.99% | 13.00% | -13.28% | 14.28% | 13.06% | 22.40% | -3.65% | 14.54% |
Correlation
The correlation between KBR and HCKAX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since May 31, 2007 | 0.60 |
Over the past year, the correlation between KBR and HCKAX has dropped to 0.34 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
KBR vs. HCKAX — Risk / Return Rank
KBR
HCKAX
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KBR | HCKAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.18 | ||
| Sortino ratioReturn per unit of downside risk | -2.96 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.29 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.05 | -2.55 |
| Martin ratioReturn relative to average drawdown | -0.91 | 9.05 | -9.96 |
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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.
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Drawdown Indicators
| KBR | HCKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.47% | -41.69% | -35.78% |
Max Drawdown (1Y)Largest decline over 1 year | -41.07% | -6.45% | -34.62% |
Max Drawdown (3Y)Largest decline over 3 years | -57.39% | -11.07% | -46.32% |
Max Drawdown (5Y)Largest decline over 5 years | -57.39% | -20.29% | -37.10% |
Max Drawdown (10Y)Largest decline over 10 years | -57.94% | -26.91% | -31.03% |
Current DrawdownCurrent decline from peak | -47.87% | -0.73% | -47.14% |
Average DrawdownAverage peak-to-trough decline | -34.06% | -5.12% | -28.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.41% | 1.46% | +20.95% |
Volatility
KBR vs. HCKAX - Volatility Comparison
KBR, Inc. (KBR) has a higher volatility of 12.57% compared to Hartford Checks and Balances Fund (HCKAX) at 2.23%. 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.
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Volatility by Period
| KBR | HCKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.57% | 2.23% | +10.34% |
Volatility (6M)Calculated over the trailing 6-month period | 27.02% | 6.60% | +20.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.69% | 8.40% | +25.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.24% | 10.82% | +18.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.80% | 11.54% | +25.26% |
Dividends
KBR vs. HCKAX - Dividend Comparison
KBR's dividend yield for the trailing twelve months is around 1.80%, less than HCKAX's 7.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 7.03% | 7.43% | 5.85% | 4.57% | 8.94% | 6.33% | 4.41% | 7.45% | 10.66% | 13.93% | 8.70% | 12.58% |
KBR KBR, Inc. | 1.80% | 1.64% | 1.04% | 0.97% | 0.91% | 0.92% | 1.29% | 1.05% | 2.11% | 1.61% | 1.92% | 1.89% |
Frequently Asked Questions
KBR and HCKAX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KBR has higher volatility (12.57%) compared to HCKAX (2.23%). In terms of maximum drawdown, KBR dropped -77.47% vs HCKAX's -41.69%.
HCKAX currently has the higher Sharpe Ratio (1.57 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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