HSNIX vs. TOTL
Compare and contrast key facts about The Hartford Strategic Income Fund (HSNIX) and State Street DoubleLine Total Return Tactical ETF (TOTL).
HSNIX is managed by Hartford. It was launched on May 30, 2007. TOTL is an actively managed fund by State Street. It was launched on Feb 23, 2015.
Performance
HSNIX vs. TOTL - Performance Comparison
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HSNIX vs. TOTL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | -1.75% | 8.00% | 6.81% | 9.40% | -12.77% | 0.17% | 12.54% | 11.94% | -1.57% | 8.92% |
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, HSNIX achieves a -1.75% return, which is significantly lower than TOTL's -0.50% return. Over the past 10 years, HSNIX has outperformed TOTL with an annualized return of 4.46%, while TOTL has yielded a comparatively lower 1.73% annualized return.
HSNIX
- 1D
- 0.26%
- 1M
- -3.10%
- YTD
- -1.75%
- 6M
- -0.32%
- 1Y
- 5.57%
- 3Y*
- 6.37%
- 5Y*
- 1.92%
- 10Y*
- 4.46%
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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HSNIX vs. TOTL - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is higher than TOTL's 0.55% expense ratio.
Return for Risk
HSNIX vs. TOTL — Risk / Return Rank
HSNIX
TOTL
HSNIX vs. TOTL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Strategic Income Fund (HSNIX) 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.
| HSNIX | TOTL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.03 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.48 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.45 | +0.14 |
Martin ratioReturn relative to average drawdown | 6.75 | 4.54 | +2.21 |
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
| HSNIX | TOTL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.03 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.13 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.37 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.38 | +0.55 |
Correlation
The correlation between HSNIX and TOTL is 0.60, 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
HSNIX vs. TOTL - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 6.35%, more than TOTL's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | 6.35% | 5.29% | 5.31% | 5.87% | 4.73% | 4.40% | 4.09% | 4.32% | 6.82% | 6.21% | 5.00% | 4.65% |
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
HSNIX vs. TOTL - Drawdown Comparison
The maximum HSNIX drawdown since its inception was -23.39%, which is greater than TOTL's maximum drawdown of -16.48%. Use the drawdown chart below to compare losses from any high point for HSNIX and TOTL.
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Drawdown Indicators
| HSNIX | TOTL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.39% | -16.48% | -6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -2.79% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | -16.48% | -2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -19.44% | -16.48% | -2.96% |
Current DrawdownCurrent decline from peak | -3.10% | -2.12% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.15% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.89% | -0.02% |
Volatility
HSNIX vs. TOTL - Volatility Comparison
The Hartford Strategic Income Fund (HSNIX) and State Street DoubleLine Total Return Tactical ETF (TOTL) have volatilities of 1.58% and 1.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSNIX | TOTL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.51% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 2.37% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 3.76% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 5.57% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 4.76% | -0.17% |