SMTRX vs. HABYX
SMTRX (ALPS/Smith Total Return Bond Fund) and HABYX (The Hartford Total Return Bond Fund) are both Intermediate Core-Plus Bond funds. Their correlation of 0.91 suggests significant overlap in exposure. SMTRX charges 0.99%/yr vs 0.39%/yr for HABYX.
Performance
SMTRX vs. HABYX - Performance Comparison
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Returns By Period
SMTRX
- 1D
- -0.31%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HABYX
- 1D
- -0.33%
- 1M
- 0.69%
- YTD
- 0.18%
- 6M
- 0.54%
- 1Y
- 4.72%
- 3Y*
- 4.63%
- 5Y*
- 0.38%
- 10Y*
- 2.34%
SMTRX vs. HABYX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SMTRX ALPS/Smith Total Return Bond Fund | 0.00% |
HABYX The Hartford Total Return Bond Fund | 0.36% |
Correlation
The correlation between SMTRX and HABYX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 28, 2026 | 0.91 |
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Return for Risk
SMTRX vs. HABYX — Risk / Return Rank
SMTRX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HABYX
SMTRX vs. HABYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Smith Total Return Bond Fund (SMTRX) and The Hartford Total Return Bond Fund (HABYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMTRX | HABYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.63 | — |
| Martin ratioReturn relative to average drawdown | — | 4.62 | — |
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Drawdowns
SMTRX vs. HABYX - Drawdown Comparison
The maximum SMTRX drawdown since its inception was -0.62%, smaller than the maximum HABYX drawdown of -19.42%. Use the drawdown chart below to compare losses from any high point for SMTRX and HABYX.
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Drawdown Indicators
| SMTRX | HABYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.62% | -19.42% | +18.80% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.06% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.38% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.42% | — |
Current DrawdownCurrent decline from peak | -0.31% | -1.63% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -0.18% | -2.24% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.07% | — |
Volatility
SMTRX vs. HABYX - Volatility Comparison
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Volatility by Period
| SMTRX | HABYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.17% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.01% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 4.05% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.64% | 6.05% | -2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.64% | 5.07% | -1.43% |
SMTRX vs. HABYX - Expense Ratio Comparison
SMTRX has a 0.99% expense ratio, which is higher than HABYX's 0.39% expense ratio.
Dividends
SMTRX vs. HABYX - Dividend Comparison
SMTRX's dividend yield for the trailing twelve months is around 0.36%, less than HABYX's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 4.55% | 4.56% | 4.39% | 3.99% | 3.10% | 3.96% | 3.19% | 3.76% | 4.08% | 3.89% | 3.10% | 2.94% |
SMTRX ALPS/Smith Total Return Bond Fund | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, SMTRX and HABYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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