Performance analysis of HTAB (HARTFORD SCHRODERS TAX-AWARE BOND ETF)
Annual Return
Over the past 3 years, HTAB has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HTAB has had an average annual return of +0.69%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Apr 19, 2018, HTAB has had an average annual return of +2.26%, underperforming the benchmark SPY, which returned +15.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.49% | +2.86% | +1.51% | +7.17% | -8.33% | -0.12% | +5.41% | +7.86% | +1.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.36% | +2.01% | -2.17% | +0.99% | +0.29% | +0.06% | +1.49% | ||||||
| 2025 | -0.07% | +1.97% | -1.95% | -0.90% | -1.16% | +0.63% | -1.12% | +1.12% | +3.34% | +1.21% | +0.34% | -0.47% | +2.86% |
| 2024 | -0.19% | -0.61% | +0.73% | -2.33% | +0.79% | +1.06% | +1.67% | +0.33% | +1.43% | -1.56% | +2.12% | -1.81% | +1.51% |
| 2023 | +3.86% | -2.73% | +2.59% | +0.07% | -0.71% | +0.57% | -0.09% | -1.87% | -3.30% | -2.57% | +8.34% | +3.39% | +7.17% |
| 2022 | -1.99% | -0.49% | -3.34% | -2.66% | +1.41% | -1.74% | +2.96% | -2.80% | -4.23% | -0.93% | +5.28% | +0.29% | -8.33% |
| 2021 | +0.40% | -1.00% | +0.06% | +0.57% | +0.23% | +0.36% | +0.33% | -0.25% | -0.41% | -0.44% | +0.17% | -0.13% | -0.12% |
| 2020 | +1.33% | +0.53% | -2.67% | +1.01% | +2.80% | +0.89% | +1.28% | -0.56% | +0.04% | -0.51% | +0.83% | +0.41% | +5.41% |
| 2019 | +0.90% | +1.13% | +1.68% | +0.11% | +1.13% | +0.91% | +0.35% | +1.23% | -0.47% | +0.23% | +0.21% | +0.18% | +7.86% |
| 2018 | -0.75% | +0.90% | -0.15% | +0.18% | +0.45% | -1.09% | -0.43% | +0.20% | +2.16% | +1.43% |
Drawdown analysis of HTAB (HARTFORD SCHRODERS TAX-AWARE BOND ETF)
The maximum drawdown for the HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 486 trading sessions.
The current HTAB drawdown is -0.86%.
Since Apr 19, 2018 HTAB has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.76% | Jul 19, 2021 | 320 | Oct 24, 2022 | 486 | Oct 1, 2024 | 806 |
| -8.60% | Mar 6, 2020 | 10 | Mar 20, 2020 | 41 | May 19, 2020 | 51 |
| -6.01% | Dec 6, 2024 | 85 | Apr 11, 2025 | 125 | Oct 10, 2025 | 210 |
| -2.85% | Feb 27, 2026 | 17 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -2.82% | Oct 2, 2024 | 25 | Nov 6, 2024 | 16 | Nov 29, 2024 | 41 |
| -1.81% | May 29, 2018 | 95 | Oct 11, 2018 | 40 | Dec 10, 2018 | 135 |
| -1.59% | Aug 10, 2020 | 60 | Nov 3, 2020 | 54 | Jan 22, 2021 | 114 |
| -1.58% | Feb 9, 2021 | 11 | Feb 25, 2021 | 73 | Jun 10, 2021 | 84 |
| -1.29% | Jan 4, 2019 | 2 | Jan 8, 2019 | 9 | Jan 22, 2019 | 11 |
| -1.20% | Jan 22, 2019 | 2 | Jan 24, 2019 | 4 | Jan 30, 2019 | 6 |
| -1.15% | Aug 29, 2019 | 10 | Sep 13, 2019 | 18 | Oct 9, 2019 | 28 |
| -0.90% | Apr 19, 2018 | 4 | Apr 25, 2018 | 22 | May 29, 2018 | 26 |
| -0.78% | Oct 9, 2019 | 8 | Oct 21, 2019 | 30 | Dec 3, 2019 | 38 |
| -0.75% | Jan 7, 2026 | 8 | Jan 20, 2026 | 11 | Feb 4, 2026 | 19 |
| -0.67% | Nov 28, 2025 | 10 | Dec 12, 2025 | 16 | Jan 7, 2026 | 26 |
| -0.60% | Dec 24, 2018 | 1 | Dec 26, 2018 | 2 | Dec 28, 2018 | 3 |
| -0.58% | Oct 20, 2025 | 19 | Nov 14, 2025 | 9 | Nov 28, 2025 | 28 |
| -0.53% | Mar 28, 2019 | 5 | Apr 4, 2019 | 15 | Apr 26, 2019 | 20 |
| -0.52% | Jun 10, 2021 | 11 | Jun 25, 2021 | 8 | Jul 8, 2021 | 19 |
| -0.45% | Dec 10, 2018 | 1 | Dec 11, 2018 | 6 | Dec 19, 2018 | 7 |
| -0.31% | Feb 7, 2020 | 3 | Feb 12, 2020 | 3 | Feb 18, 2020 | 6 |
| -0.27% | Feb 25, 2020 | 2 | Feb 27, 2020 | 3 | Mar 3, 2020 | 5 |
| -0.25% | Jan 31, 2020 | 3 | Feb 5, 2020 | 2 | Feb 7, 2020 | 5 |
| -0.24% | Dec 30, 2019 | 1 | Dec 31, 2019 | 2 | Jan 3, 2020 | 3 |
| -0.22% | Jan 22, 2021 | 1 | Jan 25, 2021 | 2 | Jan 27, 2021 | 3 |