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TOTL vs. HISCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TOTL vs. HISCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street DoubleLine Total Return Tactical ETF (TOTL) and Hartford Small Cap Growth HLS Fund (HISCX). The values are adjusted to include any dividend payments, if applicable.

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TOTL vs. HISCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TOTL
State Street DoubleLine Total Return Tactical ETF
-0.50%7.68%3.15%5.55%-11.59%-1.00%3.56%6.93%0.76%3.55%
HISCX
Hartford Small Cap Growth HLS Fund
-5.78%6.50%13.13%18.42%-29.00%4.25%33.20%35.53%-11.71%20.07%

Returns By Period

In the year-to-date period, TOTL achieves a -0.50% return, which is significantly higher than HISCX's -5.78% return. Over the past 10 years, TOTL has underperformed HISCX with an annualized return of 1.73%, while HISCX has yielded a comparatively higher 8.39% annualized return.


TOTL

1D
0.23%
1M
-2.12%
YTD
-0.50%
6M
0.57%
1Y
3.87%
3Y*
4.15%
5Y*
0.74%
10Y*
1.73%

HISCX

1D
-2.03%
1M
-10.61%
YTD
-5.78%
6M
-2.85%
1Y
15.12%
3Y*
8.77%
5Y*
-0.47%
10Y*
8.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TOTL vs. HISCX - Expense Ratio Comparison

TOTL has a 0.55% expense ratio, which is lower than HISCX's 0.64% expense ratio.


Return for Risk

TOTL vs. HISCX — Risk / Return Rank

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

TOTL
TOTL Risk / Return Rank: 5656
Overall Rank
TOTL Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
TOTL Sortino Ratio Rank: 5959
Sortino Ratio Rank
TOTL Omega Ratio Rank: 5151
Omega Ratio Rank
TOTL Calmar Ratio Rank: 6060
Calmar Ratio Rank
TOTL Martin Ratio Rank: 4949
Martin Ratio Rank

HISCX
HISCX Risk / Return Rank: 2525
Overall Rank
HISCX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
HISCX Sortino Ratio Rank: 2525
Sortino Ratio Rank
HISCX Omega Ratio Rank: 2121
Omega Ratio Rank
HISCX Calmar Ratio Rank: 2929
Calmar Ratio Rank
HISCX Martin Ratio Rank: 2828
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.

TOTL vs. HISCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street DoubleLine Total Return Tactical ETF (TOTL) and Hartford Small Cap Growth HLS Fund (HISCX). 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.


TOTLHISCXDifference

Sharpe ratio

Return per unit of total volatility

1.03

0.58

+0.45

Sortino ratio

Return per unit of downside risk

1.48

0.98

+0.50

Omega ratio

Gain probability vs. loss probability

1.19

1.13

+0.06

Calmar ratio

Return relative to maximum drawdown

1.45

0.82

+0.63

Martin ratio

Return relative to average drawdown

4.54

3.03

+1.51

TOTL vs. HISCX - Sharpe Ratio Comparison

The current TOTL Sharpe Ratio is 1.03, which is higher than the HISCX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of TOTL and HISCX, 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


TOTLHISCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.58

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

-0.02

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.35

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.28

+0.10

Correlation

The correlation between TOTL and HISCX is 0.01, 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

TOTL vs. HISCX - Dividend Comparison

TOTL's dividend yield for the trailing twelve months is around 5.26%, less than HISCX's 25.66% yield.


TTM20252024202320222021202020192018201720162015
TOTL
State Street DoubleLine Total Return Tactical ETF
5.26%5.23%5.35%4.85%4.68%3.07%2.91%3.31%3.41%3.00%3.25%2.67%
HISCX
Hartford Small Cap Growth HLS Fund
25.66%24.18%0.29%0.00%22.03%8.72%2.93%19.12%7.80%0.04%4.39%0.00%

Drawdowns

TOTL vs. HISCX - Drawdown Comparison

The maximum TOTL drawdown since its inception was -16.48%, smaller than the maximum HISCX drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for TOTL and HISCX.


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Drawdown Indicators


TOTLHISCXDifference

Max Drawdown

Largest peak-to-trough decline

-16.48%

-82.02%

+65.54%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-14.36%

+11.57%

Max Drawdown (5Y)

Largest decline over 5 years

-16.48%

-39.40%

+22.92%

Max Drawdown (10Y)

Largest decline over 10 years

-16.48%

-40.25%

+23.77%

Current Drawdown

Current decline from peak

-2.12%

-13.26%

+11.14%

Average Drawdown

Average peak-to-trough decline

-3.15%

-32.42%

+29.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

3.91%

-3.02%

Volatility

TOTL vs. HISCX - Volatility Comparison

The current volatility for State Street DoubleLine Total Return Tactical ETF (TOTL) is 1.51%, while Hartford Small Cap Growth HLS Fund (HISCX) has a volatility of 7.70%. This indicates that TOTL experiences smaller price fluctuations and is considered to be less risky than HISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TOTLHISCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

7.70%

-6.19%

Volatility (6M)

Calculated over the trailing 6-month period

2.37%

15.48%

-13.11%

Volatility (1Y)

Calculated over the trailing 1-year period

3.76%

24.38%

-20.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.57%

23.58%

-18.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.76%

23.74%

-18.98%