ADLIX vs. HUBBX
Compare and contrast key facts about AMG Beutel Goodman Core Plus Bond Fund (ADLIX) and Hartford Ultrashort Bond HLS Fund (HUBBX).
ADLIX is managed by AMG. It was launched on Jul 18, 2011. HUBBX is managed by Hartford. It was launched on Apr 1, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADLIX or HUBBX.
Correlation
The correlation between ADLIX and HUBBX is 0.35, 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
ADLIX vs. HUBBX - Performance Comparison
Key characteristics
ADLIX:
0.77
HUBBX:
6.11
ADLIX:
1.12
HUBBX:
13.88
ADLIX:
1.13
HUBBX:
4.85
ADLIX:
0.31
HUBBX:
50.70
ADLIX:
1.92
HUBBX:
166.06
ADLIX:
2.14%
HUBBX:
0.03%
ADLIX:
5.40%
HUBBX:
0.80%
ADLIX:
-18.16%
HUBBX:
-2.53%
ADLIX:
-8.43%
HUBBX:
0.00%
Returns By Period
In the year-to-date period, ADLIX achieves a 0.84% return, which is significantly higher than HUBBX's 0.48% return. Over the past 10 years, ADLIX has underperformed HUBBX with an annualized return of 1.36%, while HUBBX has yielded a comparatively higher 1.56% annualized return.
ADLIX
0.84%
0.84%
-1.49%
4.12%
-0.88%
1.36%
HUBBX
0.48%
0.29%
1.96%
4.81%
2.04%
1.56%
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ADLIX vs. HUBBX - Expense Ratio Comparison
ADLIX has a 0.49% expense ratio, which is lower than HUBBX's 0.69% expense ratio.
Risk-Adjusted Performance
ADLIX vs. HUBBX — Risk-Adjusted Performance Rank
ADLIX
HUBBX
ADLIX vs. HUBBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Beutel Goodman Core Plus Bond Fund (ADLIX) and Hartford Ultrashort Bond HLS Fund (HUBBX). 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
ADLIX vs. HUBBX - Dividend Comparison
ADLIX's dividend yield for the trailing twelve months is around 4.54%, more than HUBBX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADLIX AMG Beutel Goodman Core Plus Bond Fund | 4.54% | 4.56% | 4.05% | 3.96% | 2.54% | 3.11% | 3.53% | 3.54% | 3.22% | 3.37% | 3.87% | 3.99% |
HUBBX Hartford Ultrashort Bond HLS Fund | 4.12% | 4.14% | 1.00% | 0.00% | 0.54% | 2.17% | 1.63% | 0.86% | 0.50% | 0.14% | 0.00% | 0.00% |
Drawdowns
ADLIX vs. HUBBX - Drawdown Comparison
The maximum ADLIX drawdown since its inception was -18.16%, which is greater than HUBBX's maximum drawdown of -2.53%. Use the drawdown chart below to compare losses from any high point for ADLIX and HUBBX. For additional features, visit the drawdowns tool.
Volatility
ADLIX vs. HUBBX - Volatility Comparison
AMG Beutel Goodman Core Plus Bond Fund (ADLIX) has a higher volatility of 1.40% compared to Hartford Ultrashort Bond HLS Fund (HUBBX) at 0.25%. This indicates that ADLIX's price experiences larger fluctuations and is considered to be riskier than HUBBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.