LOGSX vs. HGHYX
LOGSX (Live Oak Health Sciences Fund) and HGHYX (The Hartford Healthcare Fund) are both Health & Biotech Equities funds. Over the past 10 years, LOGSX returned 7.42%/yr vs 9.02%/yr for HGHYX. Their correlation of 0.87 means they have usually moved in the same direction. LOGSX charges 1.02%/yr vs 1.00%/yr for HGHYX.
Performance
LOGSX vs. HGHYX - Performance Comparison
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Returns By Period
In the year-to-date period, LOGSX achieves a 8.33% return, which is significantly higher than HGHYX's 5.05% return. Over the past 10 years, LOGSX has underperformed HGHYX with an annualized return of 7.42%, while HGHYX has yielded a comparatively higher 9.02% annualized return.
LOGSX
- 1D
- -1.12%
- 1M
- -0.47%
- 6M
- 5.28%
- YTD
- 8.33%
- 1Y
- 28.56%
- 3Y*
- 10.98%
- 5Y*
- 6.91%
- 10Y*
- 7.42%
- ALL TIME*
- 7.81%
HGHYX
- 1D
- -0.81%
- 1M
- -3.07%
- 6M
- 4.66%
- YTD
- 5.05%
- 1Y
- 31.94%
- 3Y*
- 7.99%
- 5Y*
- 2.49%
- 10Y*
- 9.02%
- ALL TIME*
- 10.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LOGSX vs. HGHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 8.33% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
HGHYX The Hartford Healthcare Fund | 5.05% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
Correlation
The correlation between LOGSX and HGHYX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2001 | 0.87 |
The correlation between LOGSX and HGHYX has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.
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Return for Risk
LOGSX vs. HGHYX — Risk / Return Rank
LOGSX
HGHYX
LOGSX vs. HGHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and The Hartford Healthcare Fund (HGHYX). 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.
| LOGSX | HGHYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 3.02 | +0.60 |
| Martin ratioReturn relative to average drawdown | 9.26 | 8.18 | +1.08 |
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Drawdowns
LOGSX vs. HGHYX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, which is greater than HGHYX's maximum drawdown of -42.58%. Use the drawdown chart below to compare losses from any high point for LOGSX and HGHYX.
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Drawdown Indicators
| LOGSX | HGHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -42.58% | -3.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -10.82% | +2.69% |
Max Drawdown (3Y)Largest decline over 3 years | -14.33% | -22.60% | +8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -25.42% | +10.39% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -28.51% | +1.23% |
Current DrawdownCurrent decline from peak | -2.19% | -3.91% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -7.61% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.99% | -0.81% |
Volatility
LOGSX vs. HGHYX - Volatility Comparison
Live Oak Health Sciences Fund (LOGSX) has a higher volatility of 5.51% compared to The Hartford Healthcare Fund (HGHYX) at 5.23%. This indicates that LOGSX's price experiences larger fluctuations and is considered to be riskier than HGHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOGSX | HGHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 5.23% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 11.94% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 15.77% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 16.06% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 17.76% | -1.57% |
LOGSX vs. HGHYX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is higher than HGHYX's 1.00% expense ratio.
Dividends
LOGSX vs. HGHYX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 1.91%, less than HGHYX's 2.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 2.74% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
LOGSX Live Oak Health Sciences Fund | 1.91% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
Frequently Asked Questions
LOGSX and HGHYX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LOGSX has higher volatility (5.51%) compared to HGHYX (5.23%). In terms of maximum drawdown, LOGSX dropped -45.85% vs HGHYX's -42.58%.
HGHYX currently has the higher Sharpe Ratio (2.10 vs 2.01), 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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