Hartford Total Return Bond ETF (HTRB) Performance
HTRB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.7% since Dec 31, 2025
- 1 year
- −1.9% total return
- 5 years
- −0.1% a year
- Since first price
- +1.8% a year since 2017
HTRB trailing returns vs AGG, TLT, SPY
| Period | HTRB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.1% | −2.2% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.1% | −4.3% | −1.5% | −3.8% | +7.8% |
| YTD | −1.7% | −4.8% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.9% | −6.4% | −1.1% | −6.9% | +14.4% |
| 3 years | +18.4%+5.8%/yr | +3.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −0.4%−0.1%/yr | −19.8% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionSep 28, 2017 | +17.8%+1.8%/yr | −18.8% | — | — | — |
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: HTRB vs AGG
From Sep 28, 2017: HTRB grew to $11,777, AGG to $11,367.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HTRB returns by calendar year
5 of 8 full years positive. Best 2019 (+10.4%), worst 2022 (−14.4%). 2026 is year to date.
HTRB annual returns table
| Year | HTRB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.7% | −4.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.4% | −2.9% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.3% | −4.4% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.2% | −7.5% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.4% | −18.2% | −13.0% | −31.2% | −18.2% |
| 2021 | −0.8% | −3.8% | −1.8% | −4.6% | +28.7% |
| 2020 | +8.6% | −10.5% | +7.5% | +18.2% | +18.3% |
| 2019 | +10.4% | −1.8% | +8.5% | +14.1% | +31.2% |
| 2018 | −0.9% | −2.4% | +0.1% | −1.6% | −4.6% |
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.
HTRB largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 14, 2021 | −19.5% | Oct 21, 2022 | Oct 27, 2025 | 1.1 years | 4.1 years |
| Mar 6, 2020 | −10.5% | Mar 23, 2020 | Jun 8, 2020 | 17 days | 3 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
HTRB risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +4.6% | −0.5% | +1.7% |
| Volatility (annualized) | 6.0% | 7.0% | 5.9% |
| Sharpe ratio | 0.05 | -0.56 | -0.11 |
| Sortino ratio | 0.07 | -0.70 | -0.14 |
| Best month | +4.9% | +4.9% | +4.9% |
| Worst month | −2.9% | −5.1% | −5.1% |
| Best 12 months | +13.7% | +13.7% | +13.7% |
| Worst 12 months | −2.1% | −17.3% | −17.3% |
| Positive months | 64% | 52% | 58% |
| Beta vs S&P 500 | 0.26 | 0.29 | — |
| Correlation with S&P 500 | 0.54 | 0.66 | — |
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.
HTRB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 98 | −17.3% | +3.2% | +13.7% | 72% |
| 3-year (a year) | 74 | −5.3% | +2.2% | +6.7% | 57% |
| 5-year (a year) | 50 | −0.5% | +0.4% | +1.8% | 78% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
HTRB performance overview
Hartford Total Return Bond ETF (HTRB) returned −1.9% over the past year and −0.1% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +1.8% a year, turning $10,000 into about $11,777. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −19.5%, from Sep 14, 2021 to Oct 21, 2022, and it took 3.0 years to get back to the old high. HTRB finished 5 of its 8 full calendar years with a gain; the best year was 2019 (+10.4%) and the worst 2022 (−14.4%). Volatility has been 5.9% a year.
Related: HTRB chart, HTRB dividends, HTRB bond profile. See the HTRB overview for the latest quote and fund facts.
HTRB performance FAQ
What is the HTRB return over the past year?
HTRB returned −1.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.4%.
What is the average annual return of HTRB?
HTRB has returned −0.1% a year over 5 years, +1.8% a year since September 28, 2017 (total return, distributions reinvested).
How much would $10,000 invested in HTRB be worth?
$10,000 invested in HTRB at its first recorded close on September 28, 2017 would be worth about $11,777 on October 23, 2026 with distributions reinvested.
What was the worst year for HTRB?
The worst calendar year was 2022, with a total return of −14.4%. The best was 2019 at +10.4%.
What is the biggest drawdown of HTRB?
The largest peak-to-trough decline was −19.5% between September 14, 2021 and October 21, 2022. It recovered to the old high on October 27, 2025, 3.0 years after the bottom.
How volatile is HTRB?
Over the past 3 years HTRB had an annualized volatility of 6.0% and a Sharpe ratio of 0.05 (excess return over 1–3 month T-bills per unit of risk).