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Hartford Longevity Economy ETF (HLGE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS5184168053
CUSIP518416805
IssuerThe Hartford
Inception DateMar 16, 2021
RegionNorth America (U.S.)
CategoryHealth & Biotech Equities
Index TrackedHartford Longevity Economy Index
Home Pagewww.hartfordfunds.com
Asset ClassEquity

Expense Ratio

The Hartford Longevity Economy ETF has a high expense ratio of 0.44%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.44%

Share Price Chart


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Hartford Longevity Economy ETF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hartford Longevity Economy ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%OctoberNovemberDecember2024FebruaryMarch
24.59%
32.07%
HLGE (Hartford Longevity Economy ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Hartford Longevity Economy ETF had a return of 10.10% year-to-date (YTD) and 30.97% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date10.10%10.04%
1 month3.84%3.53%
6 months25.53%22.79%
1 year30.97%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.53%5.01%
2023-3.37%-4.35%-3.58%9.57%7.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Hartford Longevity Economy ETF (HLGE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HLGE
Hartford Longevity Economy ETF
2.41
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Hartford Longevity Economy ETF Sharpe ratio is 2.41. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.41
2.76
HLGE (Hartford Longevity Economy ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Hartford Longevity Economy ETF granted a 1.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.


PeriodTTM202320222021
Dividend$0.35$0.38$0.48$0.22

Dividend yield

1.18%1.40%2.05%0.77%

Monthly Dividends

The table displays the monthly dividend distributions for Hartford Longevity Economy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.14
2022$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.27
2021$0.01$0.00$0.00$0.07$0.00$0.00$0.14

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
HLGE (Hartford Longevity Economy ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hartford Longevity Economy 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 Longevity Economy ETF was 23.94%, occurring on Sep 30, 2022. Recovery took 326 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.94%Jan 5, 2022186Sep 30, 2022326Jan 19, 2024512
-5.81%Nov 17, 202110Dec 1, 202117Dec 27, 202127
-4.39%May 10, 20213May 12, 202111May 27, 202114
-4.06%Sep 3, 202121Oct 4, 202112Oct 20, 202133
-3.67%Mar 18, 20215Mar 24, 20217Apr 5, 202112

Volatility

Volatility Chart

The current Hartford Longevity Economy ETF volatility is 3.34%, 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.


2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
3.34%
2.82%
HLGE (Hartford Longevity Economy ETF)
Benchmark (^GSPC)