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
HFKVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS SDR) 1.09% 6.85% 3.12% 0.64% NA NA NA
Data as of 06/04/2026, Common starting date is 10/25/2016
More Performance Analytics Comparison
Name Start Date End Date
HFKVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS SDR) 10/25/2016 06/04/2026
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 2016
Annualized Return (%) 0.40 6.85 3.12 0.64 NA NA NA 1.09 2.58 1.78 7.24 -8.41 0.03 5.96 7.62 0.23 2.69 -3.20
Sharpe Ratio NA 1.13 0.06 -0.39 NA NA NA -0.09 -0.05 -0.39 0.66 -1.99 0.01 1.35 3.41 -0.62 1.04 -5.18
Standard Deviation(%) NA 3.32 5.46 4.96 NA NA NA 3.52 6.38 4.68 5.49 4.96 1.19 4.21 1.81 1.86 1.96 3.22
Draw Down(%) NA 3.06 8.26 14.41 NA NA NA 3.06 6.48 2.98 8.56 13.65 1.52 7.15 1.14 2.50 1.28 3.83
Yield(%) 0.00 3.55 3.55 2.93 2.65 1.77 1.33 1.18 3.74 3.58 3.44 2.03 2.57 3.03 4.49 3.17 0.75 0.00
Data as of 06/04/2026, Common starting date is 10/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFKVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS SDR) -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
HFKVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS SDR) 5.78%
Oct 2022 – Oct 2025
3.32%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return