HSTAX vs. ORDNX
Compare and contrast key facts about Hartford Stock HLS Fund (HSTAX) and North Square Preferred and Income Securities Fund (ORDNX).
HSTAX is managed by Hartford. It was launched on Aug 31, 1977. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
HSTAX vs. ORDNX - Performance Comparison
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HSTAX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | -7.06% | 7.84% | 8.78% | 7.76% | -5.43% | 25.01% | 11.93% | 31.03% | -0.16% | 19.84% |
ORDNX North Square Preferred and Income Securities Fund | -1.20% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 20.57% |
Returns By Period
In the year-to-date period, HSTAX achieves a -7.06% return, which is significantly lower than ORDNX's -1.20% return. Over the past 10 years, HSTAX has underperformed ORDNX with an annualized return of 9.73%, while ORDNX has yielded a comparatively higher 11.40% annualized return.
HSTAX
- 1D
- 0.14%
- 1M
- -8.71%
- YTD
- -7.06%
- 6M
- -4.29%
- 1Y
- 0.21%
- 3Y*
- 5.52%
- 5Y*
- 5.88%
- 10Y*
- 9.73%
ORDNX
- 1D
- 0.09%
- 1M
- -2.25%
- YTD
- -1.20%
- 6M
- -0.56%
- 1Y
- 4.62%
- 3Y*
- 11.94%
- 5Y*
- 7.73%
- 10Y*
- 11.40%
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HSTAX vs. ORDNX - Expense Ratio Comparison
HSTAX has a 0.51% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
HSTAX vs. ORDNX — Risk / Return Rank
HSTAX
ORDNX
HSTAX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.73 | -1.64 |
Sortino ratioReturn per unit of downside risk | 0.25 | 2.17 | -1.92 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.38 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.74 | -1.76 |
Martin ratioReturn relative to average drawdown | -0.08 | 6.65 | -6.72 |
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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.73 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 1.10 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.80 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.73 | -0.72 |
Correlation
The correlation between HSTAX and ORDNX is 0.72, 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. ORDNX - Dividend Comparison
HSTAX's dividend yield for the trailing twelve months is around 17.01%, more than ORDNX's 6.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | 17.01% | 15.81% | 4.69% | 6.22% | 12.74% | 4.55% | 7.87% | 9.95% | 1.70% | 1.73% | 1.87% | 1.72% |
ORDNX North Square Preferred and Income Securities Fund | 6.77% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
HSTAX vs. ORDNX - Drawdown Comparison
The maximum HSTAX drawdown since its inception was -92.92%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for HSTAX and ORDNX.
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Drawdown Indicators
| HSTAX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.92% | -34.40% | -58.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -2.66% | -6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -16.70% | -18.77% | +2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -34.40% | +1.02% |
Current DrawdownCurrent decline from peak | -9.00% | -2.57% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -31.30% | -3.86% | -27.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 0.69% | +1.73% |
Volatility
HSTAX vs. ORDNX - Volatility Comparison
Hartford Stock HLS Fund (HSTAX) has a higher volatility of 3.35% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.07%. This indicates that HSTAX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTAX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 1.07% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 1.69% | +5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 2.63% | +11.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 7.08% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 14.24% | +1.23% |