HUBBX vs. ADLIX
Compare and contrast key facts about Hartford Ultrashort Bond HLS Fund (HUBBX) and AMG Beutel Goodman Core Plus Bond Fund (ADLIX).
HUBBX is managed by Hartford. It was launched on Apr 1, 1998. ADLIX is managed by AMG. It was launched on Jul 18, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUBBX or ADLIX.
Correlation
The correlation between HUBBX and ADLIX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HUBBX vs. ADLIX - Performance Comparison
Key characteristics
HUBBX:
5.65
ADLIX:
0.91
HUBBX:
11.59
ADLIX:
1.33
HUBBX:
3.73
ADLIX:
1.16
HUBBX:
25.28
ADLIX:
0.40
HUBBX:
120.56
ADLIX:
2.25
HUBBX:
0.04%
ADLIX:
2.19%
HUBBX:
0.86%
ADLIX:
5.45%
HUBBX:
-2.53%
ADLIX:
-18.16%
HUBBX:
-0.09%
ADLIX:
-7.75%
Returns By Period
In the year-to-date period, HUBBX achieves a 1.44% return, which is significantly lower than ADLIX's 1.59% return. Over the past 10 years, HUBBX has outperformed ADLIX with an annualized return of 1.65%, while ADLIX has yielded a comparatively lower 1.36% annualized return.
HUBBX
1.44%
0.29%
2.03%
4.80%
2.19%
1.65%
ADLIX
1.59%
-0.11%
0.72%
4.93%
0.22%
1.36%
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HUBBX vs. ADLIX - Expense Ratio Comparison
HUBBX has a 0.69% expense ratio, which is higher than ADLIX's 0.49% expense ratio.
Risk-Adjusted Performance
HUBBX vs. ADLIX — Risk-Adjusted Performance Rank
HUBBX
ADLIX
HUBBX vs. ADLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Ultrashort Bond HLS Fund (HUBBX) and AMG Beutel Goodman Core Plus Bond Fund (ADLIX). 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.
Dividends
HUBBX vs. ADLIX - Dividend Comparison
HUBBX's dividend yield for the trailing twelve months is around 4.09%, less than ADLIX's 4.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUBBX Hartford Ultrashort Bond HLS Fund | 4.09% | 4.14% | 1.00% | 0.00% | 0.54% | 2.17% | 1.63% | 0.86% | 0.50% | 0.14% | 0.00% | 0.00% |
ADLIX AMG Beutel Goodman Core Plus Bond Fund | 4.56% | 4.56% | 4.05% | 3.96% | 2.54% | 3.11% | 3.53% | 3.54% | 3.22% | 3.37% | 3.87% | 3.99% |
Drawdowns
HUBBX vs. ADLIX - Drawdown Comparison
The maximum HUBBX drawdown since its inception was -2.53%, smaller than the maximum ADLIX drawdown of -18.16%. Use the drawdown chart below to compare losses from any high point for HUBBX and ADLIX. For additional features, visit the drawdowns tool.
Volatility
HUBBX vs. ADLIX - Volatility Comparison
The current volatility for Hartford Ultrashort Bond HLS Fund (HUBBX) is 0.32%, while AMG Beutel Goodman Core Plus Bond Fund (ADLIX) has a volatility of 1.71%. This indicates that HUBBX experiences smaller price fluctuations and is considered to be less risky than ADLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.