HISCX vs. TOTL
Compare and contrast key facts about Hartford Small Cap Growth HLS Fund (HISCX) and State Street DoubleLine Total Return Tactical ETF (TOTL).
HISCX is managed by Hartford. It was launched on May 2, 1994. TOTL is an actively managed fund by State Street. It was launched on Feb 23, 2015.
Performance
HISCX vs. TOTL - Performance Comparison
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HISCX vs. TOTL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | -5.78% | 6.50% | 13.13% | 18.42% | -29.00% | 4.25% | 33.20% | 35.53% | -11.71% | 20.07% |
TOTL State Street DoubleLine Total Return Tactical ETF | -0.50% | 7.68% | 3.15% | 5.55% | -11.59% | -1.00% | 3.56% | 6.93% | 0.76% | 3.55% |
Returns By Period
In the year-to-date period, HISCX achieves a -5.78% return, which is significantly lower than TOTL's -0.50% return. Over the past 10 years, HISCX has outperformed TOTL with an annualized return of 8.39%, while TOTL has yielded a comparatively lower 1.73% annualized return.
HISCX
- 1D
- -2.03%
- 1M
- -10.61%
- YTD
- -5.78%
- 6M
- -2.85%
- 1Y
- 15.12%
- 3Y*
- 8.77%
- 5Y*
- -0.47%
- 10Y*
- 8.39%
TOTL
- 1D
- 0.23%
- 1M
- -2.12%
- YTD
- -0.50%
- 6M
- 0.57%
- 1Y
- 3.87%
- 3Y*
- 4.15%
- 5Y*
- 0.74%
- 10Y*
- 1.73%
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HISCX vs. TOTL - Expense Ratio Comparison
HISCX has a 0.64% expense ratio, which is higher than TOTL's 0.55% expense ratio.
Return for Risk
HISCX vs. TOTL — Risk / Return Rank
HISCX
TOTL
HISCX vs. TOTL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and State Street DoubleLine Total Return Tactical ETF (TOTL). 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.
| HISCX | TOTL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.03 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.48 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.45 | -0.63 |
Martin ratioReturn relative to average drawdown | 3.03 | 4.54 | -1.51 |
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
| HISCX | TOTL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.03 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.13 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.37 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.38 | -0.10 |
Correlation
The correlation between HISCX and TOTL is 0.01, 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.
Dividends
HISCX vs. TOTL - Dividend Comparison
HISCX's dividend yield for the trailing twelve months is around 25.66%, more than TOTL's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | 25.66% | 24.18% | 0.29% | 0.00% | 22.03% | 8.72% | 2.93% | 19.12% | 7.80% | 0.04% | 4.39% | 0.00% |
TOTL State Street DoubleLine Total Return Tactical ETF | 5.26% | 5.23% | 5.35% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 3.00% | 3.25% | 2.67% |
Drawdowns
HISCX vs. TOTL - Drawdown Comparison
The maximum HISCX drawdown since its inception was -82.02%, which is greater than TOTL's maximum drawdown of -16.48%. Use the drawdown chart below to compare losses from any high point for HISCX and TOTL.
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Drawdown Indicators
| HISCX | TOTL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -16.48% | -65.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -2.79% | -11.57% |
Max Drawdown (5Y)Largest decline over 5 years | -39.40% | -16.48% | -22.92% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -16.48% | -23.77% |
Current DrawdownCurrent decline from peak | -13.26% | -2.12% | -11.14% |
Average DrawdownAverage peak-to-trough decline | -32.42% | -3.15% | -29.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 0.89% | +3.02% |
Volatility
HISCX vs. TOTL - Volatility Comparison
Hartford Small Cap Growth HLS Fund (HISCX) has a higher volatility of 7.70% compared to State Street DoubleLine Total Return Tactical ETF (TOTL) at 1.51%. This indicates that HISCX's price experiences larger fluctuations and is considered to be riskier than TOTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HISCX | TOTL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 1.51% | +6.19% |
Volatility (6M)Calculated over the trailing 6-month period | 15.48% | 2.37% | +13.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 3.76% | +20.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 5.57% | +18.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.74% | 4.76% | +18.98% |