Hartford Total Return Bond ETF (HTRB)

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Hartford Total Return Bond ETF (HTRB) is up 0.4% since the beginning of the year. HTRB is currently trading at $34 per share. Investors who bought $1,000 worth of HTRB shares 5 years ago would now be looking at an investment worth $1,017.

Hartford Total Return Bond ETF (HTRB) has returned 0.41% so far this year and 4.99% over the past 12 months.

Based on dividend-adjusted daily data since Sep 28, 2017, HTRB's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +4.9%, while the worst month was Sep 2022 at -5.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HTRB closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +1.9%, while the worst single day was Mar 18, 2020 at -3.0%.

Hartford Total Return Bond ETF has an annualized alpha of 1.92%, beta of 0.03, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 28, 2017.

• This ETF participated in 24.05% of S&P 500 Index downside but only 15.56% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.03 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HTRB has an expense ratio of 0.29%, placing it in the medium range.

HTRB ranks 37 for risk / return — below 37% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Hartford Total Return Bond ETF provided a 4.63% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The fund has been increasing its distributions for 3 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Hartford Total Return Bond 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 Total Return Bond ETF was 19.48%, occurring on Oct 21, 2022. Recovery took 755 trading sessions.

The current Hartford Total Return Bond ETF drawdown is 1.40%.

The chart below shows the rolling one-month volatility.