Hartford Short Duration Fund (HSDAX)
The investment seeks to provide current income and long-term total return. The fund seeks its investment objective by investing in securities that the sub-adviser considers to be attractive giving consideration to both yield and total return. It normally invests in investment grade securities. The fund may invest up to 35% of its net assets in non-investment grade securities. It may also invest up to 35% of its net assets in bank loans or loan participation interests in secured or unsecured variable, fixed or floating rate loans to U.S. and foreign corporations, partnerships and other entities.
Fund Info
US4166461982
416646198
Oct 31, 2002
$2,000
Expense Ratio
HSDAX features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hartford Short Duration Fund, 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 Short Duration Fund had a return of 0.45% year-to-date (YTD) and 6.12% in the last 12 months. Over the past 10 years, Hartford Short Duration Fund had an annualized return of 2.27%, while the S&P 500 had an annualized return of 11.29%, indicating that Hartford Short Duration Fund did not perform as well as the benchmark.
HSDAX
0.45%
0.45%
2.11%
6.12%
2.16%
2.27%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of HSDAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.56% | 0.45% | |||||||||||
| 2024 | 0.55% | -0.08% | 0.66% | -0.18% | 0.88% | 0.46% | 1.19% | 0.96% | 0.86% | -0.37% | 0.66% | 0.04% | 5.78% |
| 2023 | 1.65% | -0.61% | 0.69% | 0.68% | -0.26% | 0.05% | 0.71% | 0.40% | -0.02% | -0.01% | 1.72% | 1.61% | 6.78% |
| 2022 | -0.79% | -0.79% | -1.31% | -1.02% | -0.18% | -1.43% | 1.13% | -0.34% | -1.94% | -0.22% | 1.32% | 0.45% | -5.04% |
| 2021 | 0.24% | -0.06% | -0.17% | 0.23% | 0.10% | 0.15% | 0.02% | 0.12% | -0.08% | -0.29% | -0.28% | 0.11% | 0.09% |
| 2020 | 0.60% | 0.19% | -5.41% | 3.07% | 1.63% | 1.00% | 0.98% | 0.47% | -0.04% | 0.16% | 0.85% | 0.45% | 3.79% |
| 2019 | 1.27% | 0.54% | 0.64% | 0.63% | 0.33% | 0.73% | 0.12% | 0.62% | 0.11% | 0.31% | 0.21% | 0.41% | 6.08% |
| 2018 | -0.01% | -0.21% | -0.01% | 0.10% | 0.21% | -0.10% | 0.31% | 0.41% | 0.11% | -0.09% | -0.20% | -0.15% | 0.37% |
| 2017 | 0.16% | 0.37% | 0.06% | 0.27% | 0.38% | -0.03% | 0.48% | 0.08% | 0.08% | 0.17% | -0.12% | 0.08% | 2.00% |
| 2016 | 0.13% | -0.08% | 1.17% | 0.64% | 0.04% | 0.36% | 0.56% | 0.05% | 0.25% | -0.04% | -0.46% | 0.37% | 3.02% |
| 2015 | 0.54% | 0.30% | 0.25% | 0.24% | 0.04% | -0.26% | 0.04% | -0.26% | 0.03% | 0.14% | -0.15% | -0.37% | 0.54% |
| 2014 | 0.43% | 0.22% | -0.06% | 0.23% | 0.23% | 0.11% | -0.18% | 0.22% | -0.37% | 0.23% | 0.23% | -0.75% | 0.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, HSDAX is among the top 5% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Short Duration Fund (HSDAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Short Duration Fund provided a 4.15% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.40 | $0.32 | $0.19 | $0.15 | $0.21 | $0.26 | $0.25 | $0.21 | $0.17 | $0.16 | $0.16 |
Dividend yield | 4.15% | 4.13% | 3.30% | 2.04% | 1.49% | 2.08% | 2.61% | 2.55% | 2.09% | 1.75% | 1.69% | 1.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Short Duration Fund. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.03 | $0.00 | $0.03 | ||||||||||
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.40 |
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.32 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.19 |
| 2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.15 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2019 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.26 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.25 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2016 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.17 |
| 2015 | $0.01 | $0.01 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.01 | $0.16 |
| 2014 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Short Duration Fund. 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 Short Duration Fund was 10.19%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current Hartford Short Duration Fund drawdown is 0.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.19% | Mar 6, 2020 | 12 | Mar 23, 2020 | 72 | Jul 6, 2020 | 84 |
| -7.62% | Oct 5, 2021 | 264 | Oct 20, 2022 | 289 | Dec 14, 2023 | 553 |
| -4.51% | Mar 4, 2008 | 185 | Nov 24, 2008 | 130 | Jun 3, 2009 | 315 |
| -2.12% | Jun 16, 2003 | 51 | Aug 27, 2003 | 78 | Dec 17, 2003 | 129 |
| -2.02% | Mar 26, 2004 | 54 | Jun 14, 2004 | 86 | Oct 14, 2004 | 140 |
Volatility
Volatility Chart
The current Hartford Short Duration Fund volatility is 0.51%, 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.