HSTAX vs. BKTSX
Compare and contrast key facts about Hartford Stock HLS Fund (HSTAX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX).
HSTAX is managed by Hartford. It was launched on Aug 31, 1977. BKTSX is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on Aug 13, 2015.
Performance
HSTAX vs. BKTSX - Performance Comparison
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HSTAX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | -5.18% | 7.84% | 8.78% | 7.76% | -5.43% | 25.01% | 11.93% | 31.03% | -0.16% | 19.84% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | -3.96% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Returns By Period
In the year-to-date period, HSTAX achieves a -5.18% return, which is significantly lower than BKTSX's -3.96% return. Over the past 10 years, HSTAX has underperformed BKTSX with an annualized return of 9.95%, while BKTSX has yielded a comparatively higher 13.64% annualized return.
HSTAX
- 1D
- 2.03%
- 1M
- -6.45%
- YTD
- -5.18%
- 6M
- -2.74%
- 1Y
- 2.18%
- 3Y*
- 6.23%
- 5Y*
- 6.22%
- 10Y*
- 9.95%
BKTSX
- 1D
- 2.93%
- 1M
- -5.12%
- YTD
- -3.96%
- 6M
- -1.99%
- 1Y
- 17.59%
- 3Y*
- 17.88%
- 5Y*
- 10.62%
- 10Y*
- 13.64%
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HSTAX vs. BKTSX - Expense Ratio Comparison
HSTAX has a 0.51% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Return for Risk
HSTAX vs. BKTSX — Risk / Return Rank
HSTAX
BKTSX
HSTAX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX). 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.
| HSTAX | BKTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.98 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.34 | 1.50 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.50 | -1.15 |
Martin ratioReturn relative to average drawdown | 1.38 | 7.22 | -5.84 |
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
| HSTAX | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.98 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.61 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.75 | -0.74 |
Correlation
The correlation between HSTAX and BKTSX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HSTAX vs. BKTSX - Dividend Comparison
HSTAX's dividend yield for the trailing twelve months is around 16.67%, more than BKTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | 16.67% | 15.81% | 4.69% | 6.22% | 12.74% | 4.55% | 7.87% | 9.95% | 1.70% | 1.73% | 1.87% | 1.72% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.18% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
Drawdowns
HSTAX vs. BKTSX - Drawdown Comparison
The maximum HSTAX drawdown since its inception was -92.92%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for HSTAX and BKTSX.
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Drawdown Indicators
| HSTAX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.92% | -34.97% | -57.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -12.36% | +2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.70% | -24.98% | +8.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -34.97% | +1.59% |
Current DrawdownCurrent decline from peak | -7.15% | -6.20% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -31.30% | -4.59% | -26.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.58% | -0.11% |
Volatility
HSTAX vs. BKTSX - Volatility Comparison
The current volatility for Hartford Stock HLS Fund (HSTAX) is 4.15%, while iShares Total U.S. Stock Market Index Fund Class K (BKTSX) has a volatility of 5.45%. This indicates that HSTAX experiences smaller price fluctuations and is considered to be less risky than BKTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTAX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 5.45% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 9.72% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 18.56% | -4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 17.38% | -4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 18.40% | -2.92% |