Find A Portfolio/Ticker
Comparison Box
HTRB: Hartford Total Return Bond ETF (ETF)
Basic Info 32.91 0.08(0.24%) April 24
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 09/28/2017 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.59% |
Expenses | 0.29% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 09/28/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -2.3 | 0.8 | -3.5 | 0.4 | 0.5 | 7.2 | -14.5 | -1.4 | 8.6 | 10.4 | -2.7 | 0.4 |
Sharpe Ratio | NA | -2.04 | -0.36 | -0.83 | -0.19 | -0.16 | 0.38 | -2.04 | -0.37 | 1.15 | 2.52 | -0.77 | 0.17 |
Draw Down(%) | NA | 3.4 | 7.2 | 20.1 | 20.1 | 20.1 | 7.4 | 18.6 | 3.8 | 10.5 | 1.8 | 4.1 | 1.1 |
Standard Deviation(%) | NA | 5.7 | 7.1 | 6.9 | 6.5 | 6.3 | 7.7 | 7.8 | 3.9 | 7.3 | 3.6 | 5.2 | 5.5 |
Treynor Ratio | NA | -0.13 | -0.03 | -0.06 | -0.01 | -0.01 | 0.03 | -0.19 | -0.02 | 0.08 | 0.14 | -0.09 | 0.01 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.04 | 0.01 |
Beta | NA | 0.88 | 0.93 | 0.89 | 0.9 | 0.88 | 0.95 | 0.85 | 0.86 | 1.0 | 0.62 | 0.46 | 1.04 |
RSquared | NA | 0.88 | 0.89 | 0.86 | 0.74 | 0.71 | 0.89 | 0.86 | 0.69 | 0.51 | 0.34 | 0.2 | 0.6 |
Yield(%) | N/A | 1.0 | 4.1 | 3.1 | 4.1 | N/A | 4.0 | 2.4 | 3.4 | 4.7 | 6.5 | 0.5 | 0.4 |
Dividend Growth(%) | N/A | -74.2 | 34.0 | -19.9 | N/A | N/A | 37.5 | -32.4 | -25.7 | -24.8 | 1236.8 | 26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (99%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) (35%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) (35%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (30%)