Hartford Schroders ESG US Equity ETF (HEET)
HEET is an actively managed ETF by The Hartford. HEET launched on Aug 10, 2021 and has a 0.39% expense ratio.
ETF Info
| CUSIP | 41653L800 |
|---|---|
| Issuer | The Hartford |
| Inception Date | Aug 10, 2021 |
| Region | North America (U.S.) |
| Category | Actively Managed, Sustainable, ESG |
| Index Tracked | No Index (Active) |
| Home Page | www.hartfordfunds.com |
| Asset Class | Equity |
Expense Ratio
The Hartford Schroders ESG US Equity ETF has a high expense ratio of 0.39%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: HEET vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hartford Schroders ESG US Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 5.84% |
| 1 month | N/A | -2.98% |
| 6 months | N/A | 22.02% |
| 1 year | N/A | 24.47% |
| 5 years (annualized) | N/A | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -1.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Schroders ESG US Equity ETF (HEET) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Schroders ESG US Equity ETF granted a 56.86% dividend yield in the last twelve months. The annual payout for that period amounted to $0.15 per share.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.15 | $0.38 | $0.17 |
Dividend yield | 56.86% | 1.76% | 0.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Schroders ESG US Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | ||||
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 |
| 2021 | $0.04 | $0.00 | $0.00 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Schroders ESG US Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hartford Schroders ESG US Equity ETF was 99.58%, occurring on Jul 19, 2023. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.58% | Dec 30, 2021 | 389 | Jul 19, 2023 | — | — | — |
| -6.26% | Sep 7, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
| -3.61% | Nov 19, 2021 | 8 | Dec 1, 2021 | 5 | Dec 8, 2021 | 13 |
| -2.15% | Dec 16, 2021 | 3 | Dec 20, 2021 | 2 | Dec 22, 2021 | 5 |
| -1.63% | Aug 17, 2021 | 3 | Aug 19, 2021 | 2 | Aug 23, 2021 | 5 |
Volatility
Volatility Chart
The current Hartford Schroders ESG US Equity ETF volatility is 552.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.