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
HTAB (Hartford Schroders Tax-Aware Bond ETF) 1.89% 7.02% 3.46% 0.77% NA NA NA
Data as of 06/04/2026, Common starting date is 04/19/2018
More Performance Analytics Comparison
Name Start Date End Date
HTAB (Hartford Schroders Tax-Aware Bond ETF) 04/19/2018 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
Annualized Return (%) 0.47 7.02 3.46 0.77 NA NA NA 1.89 2.86 1.52 7.16 -8.33 -0.12 5.12 7.86 1.43
Sharpe Ratio NA 0.94 0.06 -0.31 NA NA NA 0.24 0.00 -0.40 0.51 -1.60 -0.06 0.86 3.41 0.20
Standard Deviation(%) NA 4.06 6.02 5.74 NA NA NA 4.24 6.34 5.18 6.98 6.13 2.43 5.63 1.87 2.83
Draw Down(%) NA 2.83 8.43 14.78 NA NA NA 2.83 5.68 3.03 8.86 13.70 1.68 8.60 1.13 1.81
Yield(%) 0.29 3.93 3.66 2.90 2.23 1.49 1.11 1.52 3.82 3.52 3.31 2.02 2.13 1.46 2.91 1.61
Data as of 06/04/2026, Common starting date is 04/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTAB (Hartford Schroders Tax-Aware Bond ETF) -4.00%
Oct 2020 – Oct 2023
-0.61%
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
HTAB (Hartford Schroders Tax-Aware Bond ETF) 5.77%
Oct 2022 – Oct 2025
2.16%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return