PFIIX vs. HSDAX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Hartford Short Duration Fund (HSDAX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. HSDAX is managed by Hartford. It was launched on Oct 31, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIIX or HSDAX.
Correlation
The correlation between PFIIX and HSDAX is 0.22, 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
PFIIX vs. HSDAX - Performance Comparison
Key characteristics
PFIIX:
3.35
HSDAX:
3.46
PFIIX:
5.49
HSDAX:
6.24
PFIIX:
1.82
HSDAX:
1.88
PFIIX:
7.09
HSDAX:
8.31
PFIIX:
22.37
HSDAX:
23.84
PFIIX:
0.40%
HSDAX:
0.28%
PFIIX:
2.65%
HSDAX:
1.96%
PFIIX:
-29.16%
HSDAX:
-10.19%
PFIIX:
0.00%
HSDAX:
0.00%
Returns By Period
In the year-to-date period, PFIIX achieves a 2.10% return, which is significantly higher than HSDAX's 0.97% return. Over the past 10 years, PFIIX has outperformed HSDAX with an annualized return of 4.29%, while HSDAX has yielded a comparatively lower 2.30% annualized return.
PFIIX
2.10%
1.34%
3.61%
8.13%
3.94%
4.29%
HSDAX
0.97%
0.76%
2.18%
6.09%
2.23%
2.30%
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PFIIX vs. HSDAX - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is lower than HSDAX's 0.79% expense ratio.
Risk-Adjusted Performance
PFIIX vs. HSDAX — Risk-Adjusted Performance Rank
PFIIX
HSDAX
PFIIX vs. HSDAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Hartford Short Duration Fund (HSDAX). 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.
Dividends
PFIIX vs. HSDAX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.51%, more than HSDAX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.51% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
HSDAX Hartford Short Duration Fund | 3.80% | 4.13% | 3.30% | 2.04% | 1.49% | 2.08% | 2.61% | 2.55% | 2.09% | 1.75% | 1.69% | 1.58% |
Drawdowns
PFIIX vs. HSDAX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -29.16%, which is greater than HSDAX's maximum drawdown of -10.19%. Use the drawdown chart below to compare losses from any high point for PFIIX and HSDAX. For additional features, visit the drawdowns tool.
Volatility
PFIIX vs. HSDAX - Volatility Comparison
PIMCO Low Duration Income Fund (PFIIX) has a higher volatility of 0.59% compared to Hartford Short Duration Fund (HSDAX) at 0.50%. This indicates that PFIIX's price experiences larger fluctuations and is considered to be riskier than HSDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.