HUBBX vs. TMPFX
Compare and contrast key facts about Hartford Ultrashort Bond HLS Fund (HUBBX) and Tactical Multi-Purpose Fund (TMPFX).
HUBBX is managed by Hartford. It was launched on Apr 1, 1998. TMPFX is managed by Fisher Investments. It was launched on Mar 30, 2017.
Performance
HUBBX vs. TMPFX - Performance Comparison
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HUBBX vs. TMPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HUBBX Hartford Ultrashort Bond HLS Fund | 0.48% | 4.32% | 4.91% | 4.98% | -0.50% | -0.46% | 1.27% | 2.55% | 1.27% |
TMPFX Tactical Multi-Purpose Fund | 0.71% | 3.71% | 4.26% | 3.90% | 0.51% | -0.91% | -0.60% | 0.30% | -0.30% |
Returns By Period
In the year-to-date period, HUBBX achieves a 0.48% return, which is significantly lower than TMPFX's 0.71% return.
HUBBX
- 1D
- 0.00%
- 1M
- -0.00%
- YTD
- 0.48%
- 6M
- 1.47%
- 1Y
- 3.63%
- 3Y*
- 4.52%
- 5Y*
- 2.74%
- 10Y*
- 1.99%
TMPFX
- 1D
- 0.00%
- 1M
- 0.30%
- YTD
- 0.71%
- 6M
- 1.57%
- 1Y
- 3.50%
- 3Y*
- 3.96%
- 5Y*
- 2.46%
- 10Y*
- —
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HUBBX vs. TMPFX - Expense Ratio Comparison
HUBBX has a 0.69% expense ratio, which is lower than TMPFX's 1.14% expense ratio.
Return for Risk
HUBBX vs. TMPFX — Risk / Return Rank
HUBBX
TMPFX
HUBBX vs. TMPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Ultrashort Bond HLS Fund (HUBBX) and Tactical Multi-Purpose Fund (TMPFX). 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.
| HUBBX | TMPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.42 | 6.59 | -2.17 |
Sortino ratioReturn per unit of downside risk | 8.34 | — | — |
Omega ratioGain probability vs. loss probability | 2.86 | — | — |
Calmar ratioReturn relative to maximum drawdown | 12.90 | — | — |
Martin ratioReturn relative to average drawdown | 59.92 | — | — |
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
| HUBBX | TMPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.42 | 6.59 | -2.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.15 | 1.06 | +2.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.16 | 0.76 | +1.39 |
Correlation
The correlation between HUBBX and TMPFX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HUBBX vs. TMPFX - Dividend Comparison
HUBBX's dividend yield for the trailing twelve months is around 4.93%, more than TMPFX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HUBBX Hartford Ultrashort Bond HLS Fund | 4.93% | 4.95% | 4.14% | 1.00% | 0.00% | 0.54% | 2.17% | 1.63% | 0.86% | 0.50% | 0.14% |
TMPFX Tactical Multi-Purpose Fund | 3.78% | 3.81% | 4.15% | 3.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HUBBX vs. TMPFX - Drawdown Comparison
The maximum HUBBX drawdown since its inception was -2.53%, smaller than the maximum TMPFX drawdown of -3.52%. Use the drawdown chart below to compare losses from any high point for HUBBX and TMPFX.
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Drawdown Indicators
| HUBBX | TMPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.53% | -3.52% | +0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -0.29% | 0.00% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -1.76% | -3.52% | +1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -2.53% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | 0.00% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.20% | -0.66% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.06% | 0.00% | +0.06% |
Volatility
HUBBX vs. TMPFX - Volatility Comparison
Hartford Ultrashort Bond HLS Fund (HUBBX) has a higher volatility of 0.31% compared to Tactical Multi-Purpose Fund (TMPFX) at 0.17%. This indicates that HUBBX's price experiences larger fluctuations and is considered to be riskier than TMPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUBBX | TMPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.31% | 0.17% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 0.58% | 0.37% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.83% | 0.55% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.87% | 2.33% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.79% | 1.83% | -1.04% |