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Hartford Schroders Tax-Aware Bond ETF (HTAB)

ETF · Currency in USD
ISIN
US41653L4041
CUSIP
41653L404
Issuer
The Hartford
Inception Date
Apr 18, 2018
Region
North America (U.S.)
Category
Total Bond Market
Expense Ratio
0.40%
Index Tracked
No Index (Active)
Asset Class
Bond

HTABPrice Chart


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HTABPerformance

The chart shows the growth of $10,000 invested in Hartford Schroders Tax-Aware Bond ETF on Apr 20, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,199 for a total return of roughly 11.99%. All prices are adjusted for splits and dividends.


HTAB (Hartford Schroders Tax-Aware Bond ETF)
Benchmark (S&P 500)

HTABReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-1.03%-3.97%
1M-0.72%-0.94%
6M-3.24%7.48%
1Y-2.16%21.47%
5Y3.07%15.21%
10Y3.07%15.21%

HTABMonthly Returns Heatmap


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HTABSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Hartford Schroders Tax-Aware Bond ETF Sharpe ratio is -0.83. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


HTAB (Hartford Schroders Tax-Aware Bond ETF)
Benchmark (S&P 500)

HTABDividends

Hartford Schroders Tax-Aware Bond ETF granted a 2.21% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.46 per share.


PeriodTTM2021202020192018
Dividend$0.46$0.46$0.24$0.62$0.32

Dividend yield

2.21%2.18%1.10%3.04%1.70%

HTABDrawdowns Chart

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


HTAB (Hartford Schroders Tax-Aware Bond ETF)
Benchmark (S&P 500)

HTABWorst Drawdowns

The table below shows the maximum drawdowns of the Hartford Schroders Tax-Aware Bond ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Hartford Schroders Tax-Aware Bond ETF is 8.60%, recorded on Mar 20, 2020. It took 42 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-8.6%Mar 9, 202010Mar 20, 202042May 20, 202052
-3.24%Jul 20, 2021127Jan 18, 2022
-1.89%Aug 12, 202059Nov 3, 2020173Jul 14, 2021232
-1.81%May 30, 201895Oct 11, 201848Dec 20, 2018143
-1.15%Sep 5, 20197Sep 13, 201918Oct 9, 201925
-0.9%Apr 25, 20181Apr 25, 201823May 29, 201824
-0.78%Oct 10, 20198Oct 21, 201930Dec 3, 201938
-0.53%Apr 1, 20194Apr 4, 201915Apr 26, 201919
-0.31%Feb 10, 20203Feb 12, 20203Feb 18, 20206
-0.27%Feb 27, 20201Feb 27, 20203Mar 3, 20204

HTABVolatility Chart

Current Hartford Schroders Tax-Aware Bond ETF volatility is 2.60%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HTAB (Hartford Schroders Tax-Aware Bond ETF)
Benchmark (S&P 500)

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