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HTRB vs. APCB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HTRB vs. APCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Total Return Bond ETF (HTRB) and ActivePassive Core Bond ETF (APCB). The values are adjusted to include any dividend payments, if applicable.

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HTRB vs. APCB - Yearly Performance Comparison


2026 (YTD)202520242023
HTRB
Hartford Total Return Bond ETF
-0.21%7.38%2.35%2.21%
APCB
ActivePassive Core Bond ETF
-0.22%6.87%1.45%1.57%

Returns By Period

The year-to-date returns for both stocks are quite close, with HTRB having a -0.21% return and APCB slightly lower at -0.22%.


HTRB

1D
0.24%
1M
-2.01%
YTD
-0.21%
6M
0.79%
1Y
4.36%
3Y*
4.23%
5Y*
0.50%
10Y*

APCB

1D
0.29%
1M
-1.91%
YTD
-0.22%
6M
0.90%
1Y
4.07%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HTRB vs. APCB - Expense Ratio Comparison

HTRB has a 0.29% expense ratio, which is lower than APCB's 0.36% expense ratio.


Return for Risk

HTRB vs. APCB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTRB
HTRB Risk / Return Rank: 5353
Overall Rank
HTRB Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
HTRB Sortino Ratio Rank: 5252
Sortino Ratio Rank
HTRB Omega Ratio Rank: 4747
Omega Ratio Rank
HTRB Calmar Ratio Rank: 6363
Calmar Ratio Rank
HTRB Martin Ratio Rank: 4848
Martin Ratio Rank

APCB
APCB Risk / Return Rank: 5656
Overall Rank
APCB Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
APCB Sortino Ratio Rank: 5555
Sortino Ratio Rank
APCB Omega Ratio Rank: 4848
Omega Ratio Rank
APCB Calmar Ratio Rank: 6565
Calmar Ratio Rank
APCB Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTRB vs. APCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and ActivePassive Core Bond ETF (APCB). 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.


HTRBAPCBDifference

Sharpe ratio

Return per unit of total volatility

0.98

1.05

-0.07

Sortino ratio

Return per unit of downside risk

1.38

1.47

-0.09

Omega ratio

Gain probability vs. loss probability

1.18

1.19

-0.01

Calmar ratio

Return relative to maximum drawdown

1.59

1.70

-0.11

Martin ratio

Return relative to average drawdown

4.57

5.23

-0.65

HTRB vs. APCB - Sharpe Ratio Comparison

The current HTRB Sharpe Ratio is 0.98, which is comparable to the APCB Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of HTRB and APCB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HTRBAPCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

1.05

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.67

-0.28

Correlation

The correlation between HTRB and APCB is 0.94, 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

HTRB vs. APCB - Dividend Comparison

HTRB's dividend yield for the trailing twelve months is around 4.67%, more than APCB's 4.32% yield.


TTM202520242023202220212020201920182017
HTRB
Hartford Total Return Bond ETF
4.67%4.66%4.45%3.87%3.08%4.22%4.79%6.30%2.37%0.96%
APCB
ActivePassive Core Bond ETF
4.32%4.35%4.74%2.22%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HTRB vs. APCB - Drawdown Comparison

The maximum HTRB drawdown since its inception was -19.48%, which is greater than APCB's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for HTRB and APCB.


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Drawdown Indicators


HTRBAPCBDifference

Max Drawdown

Largest peak-to-trough decline

-19.48%

-6.42%

-13.06%

Max Drawdown (1Y)

Largest decline over 1 year

-2.87%

-2.51%

-0.36%

Max Drawdown (5Y)

Largest decline over 5 years

-19.48%

Current Drawdown

Current decline from peak

-2.01%

-1.91%

-0.10%

Average Drawdown

Average peak-to-trough decline

-4.88%

-1.51%

-3.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

0.82%

+0.18%

Volatility

HTRB vs. APCB - Volatility Comparison

Hartford Total Return Bond ETF (HTRB) has a higher volatility of 1.73% compared to ActivePassive Core Bond ETF (APCB) at 1.48%. This indicates that HTRB's price experiences larger fluctuations and is considered to be riskier than APCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HTRBAPCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.73%

1.48%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.61%

2.32%

+0.29%

Volatility (1Y)

Calculated over the trailing 1-year period

4.46%

3.90%

+0.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.11%

4.91%

+1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.60%

4.91%

+0.69%