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Hartford Schroders Tax-Aware Bond Fund (STWTX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Hartford Schroders Tax-Aware Bond Fund (STWTX)

Mutual Fund · Currency in USD · Last updated May 31, 2025

The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its assets in U.S. dollar-denominated, investment-grade fixed income debt instruments.

Fund Info

ISIN

US41665H8051

CUSIP

41665H805

Issuer

Hartford

Inception Date

Oct 3, 2011

Category

Intermediate Core Bond

Min. Investment

$2,000

Asset Class

Bond

Expense Ratio

STWTX has an expense ratio of 0.49%, placing it in the medium range.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Hartford Schroders Tax-Aware Bond Fund

Performance

Performance Chart

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S&P 500

Returns By Period

Hartford Schroders Tax-Aware Bond Fund (STWTX) returned -3.19% year-to-date (YTD) and 0.49% over the past 12 months. Over the past 10 years, STWTX returned 1.94% annually, underperforming the S&P 500 benchmark at 10.85%.

STWTX

YTD

-3.19%

1M

-1.62%

6M

-4.88%

1Y

0.49%

3Y*

1.10%

5Y*

-0.13%

10Y*

1.94%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of STWTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.06%1.52%-2.16%-0.87%-1.62%-3.19%
2024-0.35%-0.37%-0.02%-1.36%0.30%1.71%1.08%0.78%1.37%-1.36%1.77%-1.75%1.72%
20233.51%-2.45%2.44%-0.02%-0.71%0.87%-0.12%-1.37%-3.92%-2.31%8.95%2.74%7.20%
2022-1.97%-0.69%-3.03%-2.62%1.73%-2.03%2.85%-2.80%-4.26%-1.13%5.73%-0.14%-8.46%
20210.44%-1.18%0.28%0.55%0.27%0.01%0.44%-0.17%-0.51%-0.34%0.11%0.10%0.00%
20201.20%0.88%-2.22%0.96%2.29%0.74%1.17%-0.23%-0.14%-0.24%1.08%0.42%6.01%
20191.28%0.51%1.66%0.21%1.27%0.82%0.33%1.13%-0.63%0.15%-0.03%0.13%7.04%
2018-1.21%-0.52%0.36%-0.45%0.92%-0.07%0.19%0.29%-0.62%-0.90%1.07%1.32%0.34%
20170.24%0.56%-0.03%0.74%1.07%-0.19%0.61%0.51%-0.20%0.33%-0.56%0.99%4.13%
20160.73%-0.16%1.43%1.19%0.38%1.74%-0.08%0.28%-0.24%-0.53%-3.01%0.88%2.57%
20152.13%-1.23%0.32%-0.99%-0.40%-0.21%0.64%0.05%0.52%0.63%0.68%0.46%2.58%
20143.52%1.85%0.77%1.85%2.36%-0.20%0.68%2.46%-0.39%1.00%-0.15%0.74%15.41%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of STWTX is 11, meaning it’s performing worse than 89% of other 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.

The Risk-Adjusted Performance Rank of STWTX is 1111
Overall Rank
The Sharpe Ratio Rank of STWTX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of STWTX is 99
Sortino Ratio Rank
The Omega Ratio Rank of STWTX is 99
Omega Ratio Rank
The Calmar Ratio Rank of STWTX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of STWTX is 1212
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond Fund (STWTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Hartford Schroders Tax-Aware Bond Fund Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.07
  • 5-Year: -0.03
  • 10-Year: 0.51
  • All Time: 0.77

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Hartford Schroders Tax-Aware Bond Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Hartford Schroders Tax-Aware Bond Fund provided a 3.51% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.

2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.34$0.37$0.34$0.22$0.29$0.33$0.48$0.37$0.23$0.31$0.32$0.51

Dividend yield

3.51%3.60%3.30%2.20%2.62%2.91%4.35%3.48%2.05%2.87%2.91%4.61%

Monthly Dividends

The table displays the monthly dividend distributions for Hartford Schroders Tax-Aware Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.02$0.03$0.03$0.03$0.00$0.12
2024$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.37
2023$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.34
2022$0.01$0.02$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.22
2021$0.01$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.16$0.29
2020$0.01$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.17$0.33
2019$0.02$0.03$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26$0.48
2018$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.14$0.37
2017$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.23
2016$0.02$0.02$0.03$0.02$0.02$0.03$0.02$0.02$0.02$0.02$0.02$0.07$0.31
2015$0.02$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.03$0.32
2014$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.18$0.51

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 Schroders Tax-Aware Bond 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 Schroders Tax-Aware Bond Fund was 14.44%, occurring on Oct 24, 2022. Recovery took 471 trading sessions.

The current Hartford Schroders Tax-Aware Bond Fund drawdown is 5.25%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.44%Aug 5, 2021308Oct 24, 2022471Sep 10, 2024779
-11.89%May 3, 201387Sep 5, 2013160Apr 25, 2014247
-7.23%Mar 9, 202010Mar 20, 202043May 21, 202053
-7.13%Dec 9, 202483Apr 9, 2025———
-4.25%Jul 7, 2016104Dec 1, 2016168Aug 3, 2017272
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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