HIABX vs. NPCT
HIABX (Hartford Total Return Bond HLS Fund) and NPCT (Nuveen Core Plus Impact Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, HIABX returned 0.17%/yr vs -3.39%/yr for NPCT. At a 0.49 correlation, their price movements are largely independent. HIABX charges 0.50%/yr vs 5.08%/yr for NPCT.
Performance
HIABX vs. NPCT - Performance Comparison
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Returns By Period
In the year-to-date period, HIABX achieves a 0.21% return, which is significantly lower than NPCT's 3.14% return.
HIABX
- 1D
- -0.10%
- 1M
- -0.31%
- 6M
- 0.00%
- YTD
- 0.21%
- 1Y
- 4.42%
- 3Y*
- 4.94%
- 5Y*
- 0.17%
- 10Y*
- 1.11%
NPCT
- 1D
- -0.70%
- 1M
- 0.20%
- 6M
- 2.64%
- YTD
- 3.14%
- 1Y
- -0.92%
- 3Y*
- 11.38%
- 5Y*
- -3.39%
- 10Y*
- —
HIABX vs. NPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HIABX Hartford Total Return Bond HLS Fund | 0.21% | 7.29% | 2.34% | 6.97% | -14.21% | 1.52% |
NPCT Nuveen Core Plus Impact Fund | 3.14% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
Correlation
The correlation between HIABX and NPCT is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2021 | 0.49 |
The correlation between HIABX and NPCT has been stable across timeframes, ranging from 0.44 to 0.50 - a consistent structural relationship.
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Return for Risk
HIABX vs. NPCT — Risk / Return Rank
HIABX
NPCT
HIABX vs. NPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond HLS Fund (HIABX) and Nuveen Core Plus Impact Fund (NPCT). 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.
| HIABX | NPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.99 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | -0.14 | +1.58 |
| Martin ratioReturn relative to average drawdown | 4.19 | -0.31 | +4.49 |
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Drawdowns
HIABX vs. NPCT - Drawdown Comparison
The maximum HIABX drawdown since its inception was -91.15%, which is greater than NPCT's maximum drawdown of -46.77%. Use the drawdown chart below to compare losses from any high point for HIABX and NPCT.
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Drawdown Indicators
| HIABX | NPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.15% | -46.77% | -44.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -6.79% | +4.02% |
Max Drawdown (3Y)Largest decline over 3 years | -6.53% | -12.59% | +6.06% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -46.77% | +27.37% |
Max Drawdown (10Y)Largest decline over 10 years | -21.48% | — | — |
Current DrawdownCurrent decline from peak | -2.76% | -16.26% | +13.50% |
Average DrawdownAverage peak-to-trough decline | -23.74% | -25.03% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 3.01% | -2.05% |
Volatility
HIABX vs. NPCT - Volatility Comparison
The current volatility for Hartford Total Return Bond HLS Fund (HIABX) is 1.23%, while Nuveen Core Plus Impact Fund (NPCT) has a volatility of 2.44%. This indicates that HIABX experiences smaller price fluctuations and is considered to be less risky than NPCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIABX | NPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 2.44% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.99% | 7.48% | -4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 9.79% | -5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 13.10% | -7.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.33% | 13.00% | -7.67% |
HIABX vs. NPCT - Expense Ratio Comparison
HIABX has a 0.50% expense ratio, which is lower than NPCT's 5.08% expense ratio.
Dividends
HIABX vs. NPCT - Dividend Comparison
HIABX's dividend yield for the trailing twelve months is around 5.57%, less than NPCT's 12.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
HIABX Hartford Total Return Bond HLS Fund | 5.57% | 5.59% | 3.71% | 3.42% | 4.63% | 5.14% | 0.23% | 3.96% | 0.37% | 3.00% | 0.40% |
NPCT Nuveen Core Plus Impact Fund | 12.31% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HIABX and NPCT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NPCT has higher volatility (2.44%) compared to HIABX (1.23%). In terms of maximum drawdown, HIABX dropped -91.15% vs NPCT's -46.77%.
HIABX currently has the higher Sharpe Ratio (1.04 vs -0.09), 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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