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CUSIP
41653L602
Issuer
Hartford
Inception Date
May 30, 2018
Region
North America (U.S.)
Category
CLO
Leveraged
1x (No leverage)
Index Tracked
JP Morgan CLOIE AAA Index
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Bond
Assets Under Management
$88M

Share Price Chart


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Performance

HSRT Performance Chart


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S&P 500 Index

Returns By Period


Hartford AAA CLO ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HSRT Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.76%0.20%0.10%-0.45%0.60%
20240.47%0.02%0.69%0.55%0.65%0.41%0.63%0.78%0.34%0.66%0.54%0.51%6.44%
20231.73%-0.57%0.90%0.46%-0.23%0.22%1.07%0.22%-0.09%0.13%1.79%1.66%7.52%
2022-0.72%-0.72%-1.43%-0.94%-0.03%-1.53%1.48%-0.42%-1.79%-0.30%1.51%0.47%-4.40%
20210.22%-0.07%-0.15%0.37%0.23%0.08%0.09%0.02%0.10%-0.39%-0.09%0.18%0.58%

Expense Ratio

HSRT has an expense ratio of 0.24%, which is considered low.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hartford AAA CLO ETF (HSRT) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Hartford AAA CLO ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.502018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$0.00$2.48$1.55$1.01$0.90$1.19$1.43$0.64

Dividend yield

0.00%6.37%3.98%2.67%2.23%2.88%3.50%1.62%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.17$0.16$0.17$0.00$0.50
2024$0.13$0.16$0.20$0.19$0.25$0.20$0.24$0.21$0.19$0.22$0.18$0.31$2.48
2023$0.11$0.13$0.12$0.11$0.12$0.14$0.10$0.13$0.13$0.12$0.15$0.20$1.55
2022$0.06$0.06$0.07$0.06$0.07$0.08$0.08$0.10$0.10$0.09$0.12$0.14$1.01
2021$0.06$0.07$0.07$0.07$0.07$0.07$0.06$0.07$0.06$0.06$0.06$0.18$0.90
2020$0.09$0.11$0.11$0.12$0.09$0.11$0.09$0.09$0.09$0.09$0.08$0.12$1.19

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Hartford AAA CLO 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 AAA CLO ETF was 10.77%, occurring on Mar 24, 2020. Recovery took 78 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-10.77%Mar 2020
18d3mo 23d
4mo 11dMar 2020 - Jul 2020
Bear market2022
-6.91%Oct 2022
1y 29d1y 1mo
2y 2moSep 2021 - Nov 2023
2025 selloff2025
-3.06%Apr 2025
28d
1y 3moMar 2025 - now
Rate-hike selloffLate 2018
-1.29%Dec 2018
1mo 29d1mo 4d
3mo 3dOct 2018 - Jan 2019
2021 pullback2021
-0.53%Mar 2021
1mo 7d1mo 20d
2mo 27dFeb 2021 - May 2021

Drawdown Indicators


HSRTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.10%

Current Drawdown

Current decline from peak

-2.97%

Average Drawdown

Average peak-to-trough decline

-1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with HSRT

Add Hartford AAA CLO ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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