Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STWTX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS I) | 1.06% | 6.81% | 3.08% | 0.33% | 1.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STWTX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS I) | 10/28/2011 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 6.81 | 3.08 | 0.33 | 1.68 | NA | NA | … | … | 1.06 | 2.53 | 1.74 | 7.20 | -8.46 | -1.28 | 4.60 | 7.60 | 0.14 | 4.14 | 2.36 | 2.58 | 15.41 | -5.35 | 12.12 | 2.01 |
| Sharpe Ratio | NA | 1.12 | 0.05 | -0.45 | 0.01 | NA | NA | … | … | -0.11 | -0.06 | -0.41 | 0.65 | -2.00 | -0.77 | 0.98 | 3.39 | -0.68 | 1.82 | 0.95 | 1.16 | 4.63 | -1.03 | 3.03 | 2.64 |
| Standard Deviation(%) | NA | 3.31 | 5.42 | 4.97 | 3.97 | NA | NA | … | … | 3.51 | 6.38 | 4.59 | 5.47 | 4.97 | 1.70 | 4.41 | 1.81 | 1.83 | 1.92 | 2.26 | 2.19 | 3.33 | 5.24 | 4.01 | 4.68 |
| Draw Down(%) | NA | 3.06 | 8.37 | 15.54 | 15.77 | NA | NA | … | … | 3.06 | 6.47 | 3.08 | 8.59 | 13.67 | 2.31 | 7.23 | 1.14 | 2.48 | 1.18 | 4.44 | 3.02 | 2.30 | 11.89 | 2.85 | 2.08 |
| Yield(%) | 0.00 | 3.52 | 3.51 | 2.63 | 2.65 | 3.19 | 2.40 | … | … | 1.16 | 3.70 | 3.53 | 3.41 | 1.97 | 1.28 | 1.59 | 4.47 | 3.17 | 2.08 | 2.64 | 2.89 | 5.07 | 4.52 | 3.62 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWTX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS I) |
-4.65%
Oct 2020 – Oct 2023 |
-1.01%
Jul 2020 – Jul 2025 |
1.47%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWTX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS I) |
9.18%
Aug 2013 – Aug 2016 |
5.58%
Nov 2011 – Nov 2016 |
4.50%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart