HSNIX vs. TOTL
HSNIX (The Hartford Strategic Income Fund) and TOTL (State Street DoubleLine Total Return Tactical ETF) are both funds - HSNIX is a Multisector Bonds fund managed by Hartford, while TOTL is a Intermediate Core-Plus Bond fund actively managed by State Street. Over the past 10 years, HSNIX returned 4.08%/yr vs 1.40%/yr for TOTL. Their 0.61 correlation means they have sometimes moved together and sometimes differently. HSNIX charges 0.64%/yr vs 0.55%/yr for TOTL.
Performance
HSNIX vs. TOTL - Performance Comparison
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Returns By Period
In the year-to-date period, HSNIX achieves a 0.04% return, which is significantly higher than TOTL's -1.29% return. Over the past 10 years, HSNIX has outperformed TOTL with an annualized return of 4.08%, while TOTL has yielded a comparatively lower 1.40% annualized return.
HSNIX
- 1D
- -0.01%
- 1M
- -0.64%
- 6M
- -0.57%
- YTD
- 0.04%
- 1Y
- 3.69%
- 3Y*
- 6.49%
- 5Y*
- 1.77%
- 10Y*
- 4.08%
- ALL TIME*
- 4.21%
TOTL
- 1D
- -0.21%
- 1M
- -1.46%
- 6M
- -1.42%
- YTD
- -1.29%
- 1Y
- 1.52%
- 3Y*
- 4.12%
- 5Y*
- 0.28%
- 10Y*
- 1.40%
- ALL TIME*
- 1.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $35.35M | $24.35M | $20.67M |
HSNIX vs. TOTL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | 0.04% | 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 | -1.29% | 7.68% | 3.15% | 5.55% | -11.59% | -1.00% | 3.56% | 6.93% | 0.76% | 3.55% |
Correlation
The correlation between HSNIX and TOTL is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2015 | 0.61 |
Over the past year, HSNIX and TOTL have become more correlated (0.82) than their long-term average of 0.61, meaning their price movements have been converging.
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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.
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.
| HSNIX | TOTL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.77 | +0.49 |
| Martin ratioReturn relative to average drawdown | 4.85 | 1.81 | +3.04 |
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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 | -3.35% | -3.04% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -5.13% | -5.31% | +0.18% |
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 | -1.39% | -2.90% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -3.11% | -3.11% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.29% | -0.42% |
Volatility
HSNIX vs. TOTL - Volatility Comparison
The current volatility for The Hartford Strategic Income Fund (HSNIX) is 0.84%, while State Street DoubleLine Total Return Tactical ETF (TOTL) has a volatility of 0.98%. This indicates that HSNIX experiences smaller price fluctuations and is considered to be less risky 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
| HSNIX | TOTL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 0.98% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 2.75% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.39% | 3.50% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 5.62% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.58% | 4.79% | -0.21% |
HSNIX vs. TOTL - Expense Ratio Comparison
HSNIX has a 0.64% expense ratio, which is higher than TOTL's 0.55% expense ratio.
Dividends
HSNIX vs. TOTL - Dividend Comparison
HSNIX's dividend yield for the trailing twelve months is around 5.80%, more than TOTL's 5.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSNIX The Hartford Strategic Income Fund | 5.80% | 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 | 4.93% | 5.23% | 5.35% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 3.00% | 3.25% | 2.67% |
Frequently Asked Questions
HSNIX and TOTL have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOTL has higher volatility (0.98%) compared to HSNIX (0.84%). In terms of maximum drawdown, HSNIX dropped -23.39% vs TOTL's -16.48%.
HSNIX currently has the higher Sharpe Ratio (1.25 vs 0.67), 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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