Performance analysis of HSRT (HARTFORD AAA CLO ETF)
Annual Return
Over the past 3 years, HSRT has had an average annual return of +6.62%, underperforming the benchmark SPY, which returned +14.01% annual.
Over the past 5 years, HSRT has had an average annual return of +2.57%, underperforming the benchmark SPY, which returned +8.22% annual.
Since May 31, 2018, HSRT has had an average annual return of +3.10%, underperforming the benchmark SPY, which returned +12.35% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.60% | +6.43% | +7.52% | -4.40% | +0.58% | +3.77% | +6.94% | +0.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.76% | +0.19% | +0.10% | -0.45% | +0.60% | ||||||||
| 2024 | +0.46% | +0.03% | +0.69% | +0.55% | +0.65% | +0.41% | +0.63% | +0.78% | +0.34% | +0.66% | +0.54% | +0.51% | +6.43% |
| 2023 | +1.73% | -0.57% | +0.90% | +0.47% | -0.23% | +0.22% | +1.07% | +0.22% | -0.09% | +0.13% | +1.79% | +1.67% | +7.52% |
| 2022 | -0.72% | -0.72% | -1.43% | -0.94% | -0.04% | -1.53% | +1.48% | -0.42% | -1.79% | -0.30% | +1.51% | +0.47% | -4.40% |
| 2021 | +0.22% | -0.06% | -0.15% | +0.37% | +0.23% | +0.08% | +0.09% | +0.02% | +0.10% | -0.39% | -0.09% | +0.18% | +0.58% |
| 2020 | +0.65% | +0.14% | -6.50% | +3.99% | +1.91% | +0.94% | +1% | +0.56% | -0.19% | +0.33% | +0.77% | +0.43% | +3.77% |
| 2019 | +1.42% | +0.68% | +0.67% | +0.59% | +0.32% | +0.87% | +0.31% | +0.58% | +0.21% | +0.37% | +0.27% | +0.44% | +6.94% |
| 2018 | +0% | -0.29% | +0.37% | +0.50% | +0.19% | +0.02% | -0.25% | -0.14% | +0.40% |
Drawdown analysis of HSRT (HARTFORD AAA CLO ETF)
The maximum drawdown for the HSRT was -10.77%, occurring on Mar 24, 2020. Recovery took 79 trading sessions.
The current HSRT drawdown is -0.55%.
Since May 31, 2018 HSRT has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.77% | Mar 5, 2020 | 13 | Mar 24, 2020 | 79 | Jul 16, 2020 | 92 |
| -6.91% | Sep 14, 2021 | 274 | Oct 14, 2022 | 272 | Nov 14, 2023 | 546 |
| -3.06% | Mar 6, 2025 | 21 | Apr 4, 2025 | Ongoing | Ongoing | Ongoing |
| -1.29% | Oct 26, 2018 | 41 | Dec 27, 2018 | 22 | Jan 30, 2019 | 63 |
| -0.54% | Feb 8, 2021 | 27 | Mar 18, 2021 | 35 | May 7, 2021 | 62 |
| -0.46% | Jul 11, 2024 | 7 | Jul 22, 2024 | 3 | Jul 25, 2024 | 10 |
| -0.43% | Jun 21, 2018 | 6 | Jun 29, 2018 | 26 | Aug 7, 2018 | 32 |
| -0.39% | Dec 29, 2023 | 3 | Jan 4, 2024 | 6 | Jan 12, 2024 | 9 |
| -0.38% | Aug 29, 2019 | 10 | Sep 13, 2019 | 7 | Sep 24, 2019 | 17 |
| -0.37% | Sep 15, 2020 | 12 | Oct 1, 2020 | 9 | Oct 14, 2020 | 21 |
| -0.37% | Oct 4, 2019 | 7 | Oct 15, 2019 | 12 | Oct 31, 2019 | 19 |
| -0.36% | Jan 6, 2025 | 2 | Jan 8, 2025 | 14 | Jan 30, 2025 | 16 |
| -0.33% | Jan 12, 2024 | 6 | Jan 23, 2024 | 4 | Jan 29, 2024 | 10 |
| -0.33% | Feb 1, 2024 | 2 | Feb 5, 2024 | 20 | Mar 5, 2024 | 22 |
| -0.29% | Jul 20, 2021 | 15 | Aug 10, 2021 | 24 | Sep 14, 2021 | 39 |
| -0.29% | Sep 20, 2024 | 2 | Sep 24, 2024 | 12 | Oct 10, 2024 | 14 |
| -0.28% | Aug 21, 2018 | 14 | Sep 11, 2018 | 33 | Oct 26, 2018 | 47 |
| -0.27% | Feb 24, 2025 | 1 | Feb 25, 2025 | 7 | Mar 6, 2025 | 8 |
| -0.27% | Sep 2, 2020 | 1 | Sep 3, 2020 | 7 | Sep 15, 2020 | 8 |
| -0.23% | Dec 22, 2023 | 1 | Dec 26, 2023 | 1 | Dec 27, 2023 | 2 |
| -0.22% | Jun 10, 2021 | 6 | Jun 18, 2021 | 11 | Jul 6, 2021 | 17 |
| -0.22% | Nov 14, 2023 | 1 | Nov 15, 2023 | 3 | Nov 20, 2023 | 4 |
| -0.21% | Jul 8, 2021 | 3 | Jul 13, 2021 | 5 | Jul 20, 2021 | 8 |
| -0.21% | Jul 3, 2019 | 3 | Jul 9, 2019 | 2 | Jul 11, 2019 | 5 |
| -0.21% | Jul 11, 2019 | 1 | Jul 12, 2019 | 5 | Jul 19, 2019 | 6 |