Hartford Sustainable Income ETF (HSUN)
HSUN is an actively managed ETF by Hartford. HSUN launched on Sep 21, 2021 and has a 0.54% expense ratio.
ETF Info
| Issuer | Hartford |
|---|---|
| Inception Date | Sep 21, 2021 |
| Region | Global (Broad) |
| Category | Multisector Bonds |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Bond |
Expense Ratio
HSUN features an expense ratio of 0.54%, 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 Sustainable Income 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 Sustainable Income ETF had a return of 9.05% year-to-date (YTD) and 15.63% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.05% | 18.10% |
| 1 month | 2.79% | 1.42% |
| 6 months | 8.10% | 9.39% |
| 1 year | 15.63% | 26.58% |
| 5 years (annualized) | N/A | 13.42% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of HSUN, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.47% | 0.06% | 1.14% | -1.97% | 2.10% | 0.83% | 2.24% | 2.16% | 9.05% | ||||
| 2023 | 3.65% | -1.59% | 1.82% | 0.40% | -0.79% | 0.64% | 0.75% | -0.64% | -2.02% | -1.41% | 5.07% | 3.89% | 9.90% |
| 2022 | -2.80% | -1.96% | -1.35% | -3.10% | -0.67% | -4.78% | 1.94% | -0.29% | -5.58% | 0.38% | 4.52% | 0.74% | -12.60% |
| 2021 | -1.13% | -0.15% | -1.08% | 0.80% | -1.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HSUN is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Sustainable Income ETF (HSUN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Sustainable Income ETF granted a 6.13% dividend yield in the last twelve months. The annual payout for that period amounted to $2.18 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $2.18 | $1.95 | $1.59 | $0.28 |
Dividend yield | 6.13% | 5.76% | 4.87% | 0.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Sustainable Income 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.14 | $0.15 | $0.16 | $0.16 | $0.19 | $0.15 | $0.18 | $0.16 | $0.00 | $1.29 | |||
| 2023 | $0.12 | $0.14 | $0.16 | $0.12 | $0.12 | $0.15 | $0.12 | $0.14 | $0.14 | $0.14 | $0.17 | $0.45 | $1.95 |
| 2022 | $0.09 | $0.09 | $0.10 | $0.10 | $0.09 | $0.11 | $0.11 | $0.14 | $0.12 | $0.11 | $0.13 | $0.41 | $1.59 |
| 2021 | $0.06 | $0.08 | $0.13 | $0.28 |
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 Sustainable Income 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 Sustainable Income ETF was 19.34%, occurring on Oct 24, 2022. Recovery took 445 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.34% | Sep 23, 2021 | 274 | Oct 24, 2022 | 445 | Aug 2, 2024 | 719 |
| -1% | Aug 5, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
| -0.39% | Aug 22, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.2% | Aug 29, 2024 | 2 | Aug 30, 2024 | 1 | Sep 3, 2024 | 3 |
| -0.16% | Aug 15, 2024 | 1 | Aug 15, 2024 | 1 | Aug 16, 2024 | 2 |
Volatility
Volatility Chart
The current Hartford Sustainable Income ETF volatility is 1.11%, 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.