Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STWVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS A) | 0.88% | 6.89% | 2.86% | 0.39% | 1.73% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STWVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS A) | 01/02/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 6.89 | 2.86 | 0.39 | 1.73 | NA | NA | … | … | 0.88 | 2.39 | 1.47 | 7.03 | -8.69 | -0.19 | 5.68 | 7.46 | -0.01 | 3.77 | 2.26 | 2.18 |
| Sharpe Ratio | NA | 1.05 | 0.02 | -0.44 | 0.03 | NA | NA | … | … | -0.17 | -0.08 | -0.47 | 0.62 | -2.07 | -0.19 | 1.29 | 3.47 | -0.77 | 1.65 | 0.96 | 0.98 |
| Standard Deviation(%) | NA | 3.29 | 5.43 | 4.93 | 3.91 | NA | NA | … | … | 3.52 | 6.33 | 4.62 | 5.51 | 4.91 | 1.16 | 4.20 | 1.73 | 1.83 | 1.90 | 2.13 | 2.19 |
| Draw Down(%) | NA | 3.17 | 8.44 | 14.69 | 14.69 | NA | NA | … | … | 3.17 | 6.48 | 3.08 | 8.73 | 13.84 | 1.54 | 7.24 | 1.14 | 2.67 | 1.11 | 4.36 | 3.17 |
| Yield(%) | 0.00 | 3.30 | 3.21 | 2.64 | 2.70 | 2.08 | 1.56 | … | … | 1.08 | 3.47 | 3.08 | 3.15 | 1.75 | 2.35 | 2.76 | 4.23 | 2.94 | 1.81 | 2.63 | 2.68 |
Data as of 06/03/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS A) |
-4.00%
Oct 2020 – Oct 2023 |
-0.71%
Jul 2020 – Jul 2025 |
1.67%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWVX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS A) |
5.51%
Oct 2022 – Oct 2025 |
4.10%
Jul 2015 – Jul 2020 |
2.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart