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
HFKCX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS C) 0.66% 5.97% 2.01% -0.52% NA NA NA
Data as of 06/10/2026, Common starting date is 10/25/2016
More Performance Analytics Comparison
Name Start Date End Date
HFKCX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS C) 10/25/2016 06/10/2026
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
Annualized Return (%) -0.10 5.97 2.01 -0.52 NA NA NA 0.66 1.47 0.61 6.07 -9.54 -1.09 4.87 6.47 -0.75 2.20 -3.29
Sharpe Ratio NA 0.91 -0.24 -0.61 NA NA NA -0.28 -0.22 -0.65 0.44 -2.20 -0.97 1.10 2.90 -1.19 0.81 -5.41
Standard Deviation(%) NA 3.29 5.44 4.97 NA NA NA 3.45 6.45 4.63 5.49 5.00 1.15 4.17 1.72 1.80 1.90 3.15
Draw Down(%) NA 3.14 8.64 15.59 NA NA NA 3.14 6.62 3.07 9.14 14.50 1.89 7.24 1.14 3.24 1.37 3.91
Yield(%) 0.00 2.54 2.29 1.80 1.66 1.11 0.83 0.95 2.48 2.04 2.16 0.88 1.45 1.79 3.28 2.13 0.36 0.00
Data as of 06/10/2026, Common starting date is 10/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFKCX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS C) -4.86%
Oct 2020 – Oct 2023
-1.59%
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
HFKCX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS C) 4.57%
Oct 2022 – Oct 2025
2.36%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return