HISCX vs. TOTL
Compare and contrast key facts about Hartford Small Cap Growth HLS Fund (HISCX) and SPDR 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HISCX or TOTL.
Correlation
The correlation between HISCX and TOTL is 0.00, 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
HISCX vs. TOTL - Performance Comparison
Key characteristics
HISCX:
0.36
TOTL:
1.01
HISCX:
0.63
TOTL:
1.47
HISCX:
1.07
TOTL:
1.20
HISCX:
0.17
TOTL:
0.54
HISCX:
1.57
TOTL:
2.99
HISCX:
4.46%
TOTL:
2.02%
HISCX:
19.62%
TOTL:
5.97%
HISCX:
-62.56%
TOTL:
-16.47%
HISCX:
-33.91%
TOTL:
-3.58%
Returns By Period
In the year-to-date period, HISCX achieves a -3.28% return, which is significantly lower than TOTL's 1.68% return. Over the past 10 years, HISCX has underperformed TOTL with an annualized return of -0.39%, while TOTL has yielded a comparatively higher 1.39% annualized return.
HISCX
-3.28%
-7.40%
-2.97%
6.04%
-1.62%
-0.39%
TOTL
1.68%
1.63%
-0.57%
6.46%
-0.24%
1.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HISCX vs. TOTL - Expense Ratio Comparison
HISCX has a 0.64% expense ratio, which is higher than TOTL's 0.55% expense ratio.
Risk-Adjusted Performance
HISCX vs. TOTL — Risk-Adjusted Performance Rank
HISCX
TOTL
HISCX vs. TOTL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and SPDR 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.
Dividends
HISCX vs. TOTL - Dividend Comparison
HISCX's dividend yield for the trailing twelve months is around 0.30%, less than TOTL's 5.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | 0.30% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.14% | 0.09% | 22.13% |
TOTL SPDR DoubleLine Total Return Tactical ETF | 5.29% | 5.34% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 2.99% | 3.25% | 2.67% | 0.00% |
Drawdowns
HISCX vs. TOTL - Drawdown Comparison
The maximum HISCX drawdown since its inception was -62.56%, which is greater than TOTL's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for HISCX and TOTL. For additional features, visit the drawdowns tool.
Volatility
HISCX vs. TOTL - Volatility Comparison
Hartford Small Cap Growth HLS Fund (HISCX) has a higher volatility of 5.86% compared to SPDR 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.