Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HFKFX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS F) 0.88% 6.62% 3.05% 0.60% NA NA NA
Data as of 06/05/2026, Common starting date is 03/01/2017
More Performance Analytics Comparison
Name Start Date End Date
HFKFX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS F) 03/01/2017 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 6.62 3.05 0.60 NA NA NA 0.88 2.58 1.78 7.23 -8.41 -0.05 6.05 7.60 0.23 2.78
Sharpe Ratio NA 1.13 0.06 -0.39 NA NA NA -0.09 -0.05 -0.39 0.66 -2.00 -0.07 1.38 3.52 -0.62 1.40
Standard Deviation(%) NA 3.33 5.44 4.94 NA NA NA 3.55 6.37 4.67 5.46 4.93 1.20 4.20 1.74 1.86 1.87
Draw Down(%) NA 3.06 8.25 14.40 NA NA NA 3.06 6.47 2.98 8.55 13.64 1.52 7.14 1.05 2.41 1.09
Yield(%) 0.00 3.55 3.55 2.92 2.74 1.83 1.37 1.18 3.74 3.57 3.44 2.02 2.57 3.02 4.47 3.16 0.75
Data as of 06/05/2026, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFKFX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS F) -3.77%
Oct 2020 – Oct 2023
-0.47%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFKFX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS F) 5.78%
Oct 2022 – Oct 2025
2.29%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return