USA vs. HCKAX
Compare and contrast key facts about Liberty All-Star Equity Fund (USA) and Hartford Checks and Balances Fund (HCKAX).
HCKAX is managed by Hartford. It was launched on May 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USA or HCKAX.
Correlation
The correlation between USA and HCKAX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USA vs. HCKAX - Performance Comparison
Key characteristics
USA:
0.17
HCKAX:
0.37
USA:
0.37
HCKAX:
0.59
USA:
1.05
HCKAX:
1.09
USA:
0.18
HCKAX:
0.31
USA:
0.68
HCKAX:
1.29
USA:
4.62%
HCKAX:
3.25%
USA:
18.33%
HCKAX:
11.43%
USA:
-69.05%
HCKAX:
-41.53%
USA:
-10.09%
HCKAX:
-8.39%
Returns By Period
In the year-to-date period, USA achieves a -4.90% return, which is significantly lower than HCKAX's -2.80% return. Over the past 10 years, USA has outperformed HCKAX with an annualized return of 11.51%, while HCKAX has yielded a comparatively lower 1.08% annualized return.
USA
-4.90%
-2.92%
-6.04%
2.71%
14.85%
11.51%
HCKAX
-2.80%
-2.21%
-4.56%
4.18%
4.68%
1.08%
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Risk-Adjusted Performance
USA vs. HCKAX — Risk-Adjusted Performance Rank
USA
HCKAX
USA vs. HCKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) 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.
Dividends
USA vs. HCKAX - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 10.79%, more than HCKAX's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 10.79% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
HCKAX Hartford Checks and Balances Fund | 3.20% | 3.06% | 1.77% | 1.57% | 2.47% | 1.89% | 2.52% | 3.85% | 3.91% | 1.39% | 1.93% | 4.06% |
Drawdowns
USA vs. HCKAX - Drawdown Comparison
The maximum USA drawdown since its inception was -69.05%, which is greater than HCKAX's maximum drawdown of -41.53%. Use the drawdown chart below to compare losses from any high point for USA and HCKAX. For additional features, visit the drawdowns tool.
Volatility
USA vs. HCKAX - Volatility Comparison
Liberty All-Star Equity Fund (USA) has a higher volatility of 11.99% compared to Hartford Checks and Balances Fund (HCKAX) at 8.36%. This indicates that USA'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.