Hartford Longevity Economy ETF (HLGE)
HLGE is a passive ETF by The Hartford tracking the investment results of the Hartford Longevity Economy Index. HLGE launched on Mar 16, 2021 and has a 0.44% expense ratio.
ETF Info
ISIN | US5184168053 |
---|---|
CUSIP | 518416805 |
Issuer | The Hartford |
Inception Date | Mar 16, 2021 |
Region | North America (U.S.) |
Category | Health & Biotech Equities |
Index Tracked | Hartford Longevity Economy Index |
Home Page | www.hartfordfunds.com |
Asset Class | Equity |
Expense Ratio
The Hartford Longevity Economy ETF has a high expense ratio of 0.44%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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.
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.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.10% | 10.04% |
1 month | 3.84% | 3.53% |
6 months | 25.53% | 22.79% |
1 year | 30.97% | 32.16% |
5 years (annualized) | N/A | 13.15% |
10 years (annualized) | N/A | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.53% | 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Hartford Longevity Economy ETF | 2.41 | ||||
S&P 500 | 2.76 |
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.
Period | TTM | 2023 | 2022 | 2021 |
---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2022 | 186 | Sep 30, 2022 | 326 | Jan 19, 2024 | 512 |
-5.81% | Nov 17, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
-4.39% | May 10, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
-4.06% | Sep 3, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
-3.67% | Mar 18, 2021 | 5 | Mar 24, 2021 | 7 | Apr 5, 2021 | 12 |
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.