Hartford Core Bond ETF (HCRB) Performance
HCRB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.5% since Dec 31, 2025
- 1 year
- −1.7% total return
- 5 years
- −0.2% a year
- Since first price
- +0.5% a year since 2020
HCRB trailing returns vs AGG, TLT, SPY
| Period | HCRB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −1.9% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.1% | −4.1% | −1.5% | −3.8% | +7.8% |
| YTD | −1.5% | −4.5% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.7% | −5.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.5%+5.5%/yr | +3.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −1.2%−0.2%/yr | −17.1% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionFeb 20, 2020 | +3.1%+0.5%/yr | −15.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: HCRB vs AGG
From Feb 20, 2020: HCRB grew to $10,308, AGG to $10,204.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HCRB returns by calendar year
3 of 5 full years positive. Best 2025 (+7.1%), worst 2022 (−14.6%). 2026 is year to date.
HCRB annual returns table
| Year | HCRB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.5% | −4.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.1% | −2.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.2% | −4.0% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.0% | −7.3% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.6% | −17.7% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.8% | −3.8% | −1.8% | −4.6% | +28.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
HCRB largest drawdowns
Now 3.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −20.0% | Oct 20, 2022 | not yet | 2.2 years | 6.2 years so far |
| Mar 9, 2020 | −7.2% | Mar 19, 2020 | Apr 30, 2020 | 10 days | 52 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
HCRB risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +4.4% | −0.6% | +0.0% |
| Volatility (annualized) | 5.8% | 6.8% | 6.3% |
| Sharpe ratio | 0.02 | -0.60 | -0.41 |
| Sortino ratio | 0.02 | -0.75 | -0.53 |
| Best month | +4.9% | +4.9% | +4.9% |
| Worst month | −2.9% | −4.8% | −4.8% |
| Best 12 months | +13.0% | +13.0% | +13.0% |
| Worst 12 months | −2.1% | −17.3% | −17.3% |
| Positive months | 67% | 53% | 53% |
| Beta vs S&P 500 | 0.24 | 0.28 | — |
| Correlation with S&P 500 | 0.52 | 0.64 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
HCRB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 69 | −17.3% | +2.0% | +13.0% | 57% |
| 3-year (a year) | 45 | −5.9% | −1.4% | +6.4% | 44% |
| 5-year (a year) | 21 | −1.1% | −0.3% | +0.5% | 29% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
HCRB performance overview
Hartford Core Bond ETF (HCRB) returned −1.7% over the past year and −0.2% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +0.5% a year, turning $10,000 into about $10,308. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −20.0%, from Aug 4, 2020 to Oct 20, 2022; the fund has not yet regained that high. HCRB finished 3 of its 5 full calendar years with a gain; the best year was 2025 (+7.1%) and the worst 2022 (−14.6%). Volatility has been 6.3% a year.
Related: HCRB chart, HCRB dividends, HCRB bond profile. See the HCRB overview for the latest quote and fund facts.
HCRB performance FAQ
What is the HCRB return over the past year?
HCRB returned −1.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.7%.
What is the average annual return of HCRB?
HCRB has returned −0.2% a year over 5 years, +0.5% a year since February 20, 2020 (total return, distributions reinvested).
How much would $10,000 invested in HCRB be worth?
$10,000 invested in HCRB at its first recorded close on February 20, 2020 would be worth about $10,308 on October 23, 2026 with distributions reinvested.
What was the worst year for HCRB?
The worst calendar year was 2022, with a total return of −14.6%. The best was 2025 at +7.1%.
What is the biggest drawdown of HCRB?
The largest peak-to-trough decline was −20.0% between August 4, 2020 and October 20, 2022. It has not yet recovered to that high; it is 3.7% below its peak.
How volatile is HCRB?
Over the past 3 years HCRB had an annualized volatility of 5.8% and a Sharpe ratio of 0.02 (excess return over 1–3 month T-bills per unit of risk).