SGHIX vs. HRLYX

Last updated Jun 24, 2026

SGHIX (Sextant Global High Income Fund) and HRLYX (Hartford Real Asset Fund) are both Global Allocation funds. Their correlation of 0.82 suggests significant overlap in exposure. SGHIX charges 0.75%/yr vs 0.90%/yr for HRLYX.

Performance

SGHIX vs. HRLYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Global High Income Fund (SGHIX) and Hartford Real Asset Fund (HRLYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SGHIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HRLYX

• 1D: -0.09%
• 1M: -3.38%
• YTD: 9.75%
• 6M: 9.75%
• 1Y: 18.50%
• 3Y*: 10.69%
• 5Y*: 7.87%
• 10Y*: 7.16%

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

SGHIX vs. HRLYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGHIX Sextant Global High Income Fund	1.23%	18.52%	3.12%	10.05%	-7.80%	10.61%	-2.72%	11.47%	-1.22%	15.44%
HRLYX Hartford Real Asset Fund	9.75%	21.89%	-5.41%	7.44%	0.72%	21.58%	-1.13%	12.34%	-10.11%	9.57%

Correlation

The correlation between SGHIX and HRLYX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.79
Correlation (10Y) Calculated over the trailing 10-year period	0.82
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.82

Over the past year, the correlation between SGHIX and HRLYX has dropped to 0.54 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.

Return for Risk

SGHIX vs. HRLYX — Risk / Return Rank

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

SGHIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HRLYX

HRLYX Risk / Return Rank: 88
HRLYX Sharpe Ratio Rank: 88
HRLYX Sortino Ratio Rank: 85
HRLYX Omega Ratio Rank: 82
HRLYX Calmar Ratio Rank: 89
HRLYX Martin Ratio Rank: 95

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.

SGHIX vs. HRLYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and Hartford Real Asset Fund (HRLYX). 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.

	SGHIX	HRLYX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.66	—
Sortino ratio: Return per unit of downside risk	—	3.73	—
Omega ratio: Gain probability vs. loss probability	—	1.50	—
Calmar ratio: Return relative to maximum drawdown	—	4.28	—
Martin ratio: Return relative to average drawdown	—	20.14	—

Drawdowns

Drawdown Indicators

	SGHIX	HRLYX	Difference
Max Drawdown Largest peak-to-trough decline	—	-45.58%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-4.34%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.17%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.86%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.82%	—
Current Drawdown Current decline from peak	—	-4.34%	—
Average Drawdown Average peak-to-trough decline	—	-14.34%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.92%	—

Volatility

Volatility by Period

	SGHIX	HRLYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.03%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.48%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	6.99%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	10.81%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	12.70%	—

SGHIX vs. HRLYX - Expense Ratio Comparison

SGHIX has a 0.75% expense ratio, which is lower than HRLYX's 0.90% expense ratio.

Dividends

SGHIX vs. HRLYX - Dividend Comparison

SGHIX's dividend yield for the trailing twelve months is around 5.01%, more than HRLYX's 3.60% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HRLYX Hartford Real Asset Fund	3.60%	3.95%	0.00%	4.36%	4.79%	19.52%	3.10%	3.11%	2.49%	3.62%	0.76%	1.33%
SGHIX Sextant Global High Income Fund	5.01%	3.92%	3.13%	4.21%	3.51%	1.97%	3.56%	8.54%	3.75%	2.82%	4.51%	4.35%

Frequently Asked Questions

Can I hold both SGHIX and HRLYX in my portfolio?

SGHIX and HRLYX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.