Hartford Disciplined US Equity ETF (HDUS) Performance
HDUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.1% since Dec 31, 2025
- 1 year
- +14.1% total return
- 3 years
- +22.3% a year
- Since first price
- +18.1% a year since 2022
HDUS trailing returns vs SPY, QQQ, AGG
| Period | HDUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.9% | +2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.8% | +6.1% | +7.8% | +8.4% | −1.5% |
| YTD | +12.1% | +11.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.1% | +12.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +83.1%+22.3%/yr | +74.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 17, 2022 | +92.5%+18.1%/yr | +81.4% | — | — | — |
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: HDUS vs SPY
From Nov 17, 2022: HDUS grew to $19,248, SPY to $20,303.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HDUS returns by calendar year
3 of 3 full years positive. Best 2024 (+23.6%), worst 2025 (+17.2%). 2026 is year to date.
HDUS annual returns table
| Year | HDUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.1% | −7.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.2% | −17.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.6% | −7.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.2% | −10.0% | +26.2% | +54.9% | +5.7% |
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.
HDUS largest drawdowns
Now 3.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −17.9% | Apr 8, 2025 | Jun 24, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
HDUS risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +21.6% | +17.7% |
| Volatility (annualized) | 11.8% | 12.3% |
| Sharpe ratio | 1.36 | 1.04 |
| Sortino ratio | 2.71 | 1.89 |
| Best month | +9.5% | +9.5% |
| Worst month | −5.1% | −5.3% |
| Best 12 months | +36.5% | +36.5% |
| Worst 12 months | +8.2% | +8.2% |
| Positive months | 67% | 63% |
| Beta vs S&P 500 | 0.94 | — |
| Correlation with S&P 500 | 0.99 | — |
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.
HDUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 36 | +8.2% | +19.4% | +36.5% | 100% |
| 3-year (a year) | 12 | +17.0% | +20.0% | +22.5% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
HDUS performance overview
Hartford Disciplined US Equity ETF (HDUS) returned +14.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +18.1% a year, turning $10,000 into about $19,248. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −17.9%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. HDUS finished 3 of its 3 full calendar years with a gain; the best year was 2024 (+23.6%) and the worst 2025 (+17.2%). Volatility has been 12.3% a year.
Related: HDUS chart, HDUS holdings, HDUS dividends, HDUS valuation. See the HDUS overview for the latest quote and fund facts.
HDUS performance FAQ
What is the HDUS return over the past year?
HDUS returned +14.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.4%.
How much would $10,000 invested in HDUS be worth?
$10,000 invested in HDUS at its first recorded close on November 17, 2022 would be worth about $19,248 on October 23, 2026 with distributions reinvested.
What was the worst year for HDUS?
The worst calendar year was 2025, with a total return of +17.2%. The best was 2024 at +23.6%.
What is the biggest drawdown of HDUS?
The largest peak-to-trough decline was −17.9% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 24, 2025, 3 months after the bottom.
How volatile is HDUS?
Over the past 3 years HDUS had an annualized volatility of 11.8% and a Sharpe ratio of 1.36 (excess return over 1–3 month T-bills per unit of risk).