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
HFKYX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS Y) 1.13% 7.03% 3.03% 0.49% 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
HFKYX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS Y) 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 7.03 3.03 0.49 NA NA NA 1.13 2.45 1.67 7.12 -8.52 -0.16 5.93 7.51 0.21 2.76 -3.20
Sharpe Ratio NA 1.27 -0.04 -0.40 NA NA NA 0.05 -0.07 -0.42 0.64 -2.00 -0.16 1.36 3.37 -0.63 1.05 -5.38
Standard Deviation(%) NA 3.28 5.42 4.95 NA NA NA 3.49 6.37 4.65 5.44 5.00 1.18 4.17 1.79 1.86 2.01 3.09
Draw Down(%) NA 3.06 8.29 14.51 NA NA NA 3.06 6.48 2.98 8.53 13.71 1.44 7.14 1.06 2.49 1.19 3.83
Yield(%) 0.00 3.74 3.50 2.85 2.59 1.73 1.30 1.43 3.62 3.37 3.33 1.91 2.47 2.91 4.39 3.15 0.74 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
HFKYX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS Y) -3.87%
Oct 2020 – Oct 2023
-0.58%
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
HFKYX (HARTFORD SCHRODERS TAX-AWARE BOND FUND CLASS Y) 5.66%
Oct 2022 – Oct 2025
3.28%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return