HIADX vs. ACTIX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and Advisors Capital Tactical Fixed Income Fund (ACTIX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. ACTIX is managed by American Century. It was launched on Feb 1, 2021.
Performance
HIADX vs. ACTIX - Performance Comparison
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HIADX vs. ACTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | -4.85% | 17.35% | 12.78% | 14.23% | -9.23% | 20.49% |
ACTIX Advisors Capital Tactical Fixed Income Fund | -1.36% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
Returns By Period
In the year-to-date period, HIADX achieves a -4.85% return, which is significantly lower than ACTIX's -1.36% return.
HIADX
- 1D
- -0.37%
- 1M
- -7.95%
- YTD
- -4.85%
- 6M
- 0.32%
- 1Y
- 10.33%
- 3Y*
- 12.60%
- 5Y*
- 9.27%
- 10Y*
- 11.65%
ACTIX
- 1D
- 0.43%
- 1M
- -2.39%
- YTD
- -1.36%
- 6M
- -0.92%
- 1Y
- 3.08%
- 3Y*
- 3.94%
- 5Y*
- 0.71%
- 10Y*
- —
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HIADX vs. ACTIX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is lower than ACTIX's 2.09% expense ratio.
Return for Risk
HIADX vs. ACTIX — Risk / Return Rank
HIADX
ACTIX
HIADX vs. ACTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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.
| HIADX | ACTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.69 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.15 | 0.97 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.11 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.23 | 4.03 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HIADX | ACTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.69 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.00 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.00 | +0.10 |
Correlation
The correlation between HIADX and ACTIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HIADX vs. ACTIX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.67%, more than ACTIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | 19.67% | 18.72% | 9.10% | 10.50% | 14.03% | 5.91% | 6.55% | 14.16% | 14.98% | 8.53% | 14.00% | 18.67% |
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.13% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HIADX vs. ACTIX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for HIADX and ACTIX.
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Drawdown Indicators
| HIADX | ACTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -96.41% | +44.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -3.07% | -7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -96.41% | +77.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | — | — |
Current DrawdownCurrent decline from peak | -7.99% | -96.20% | +88.21% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -27.55% | +20.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 0.85% | +1.54% |
Volatility
HIADX vs. ACTIX - Volatility Comparison
Hartford Dividend and Growth HLS Fund (HIADX) has a higher volatility of 3.69% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.82%. This indicates that HIADX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIADX | ACTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 1.82% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 2.51% | +5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 4.68% | +10.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 1,202.55% | -1,188.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 1,201.12% | -1,184.28% |