Hartford Multifactor Emerging Markets ETF (ROAM) Performance
ROAM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.0% since Dec 31, 2025
- 1 year
- +22.2% total return
- 5 years
- +11.4% a year
- 10 years
- +8.3% a year
- Since first price
- +6.1% a year since 2015
ROAM trailing returns vs SPY, QQQ, AGG
| Period | ROAM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.8% | −4.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.3% | +2.3% | +7.8% | +8.4% | −1.5% |
| YTD | +19.0% | +17.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.2% | +19.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +89.0%+23.6%/yr | +67.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +71.3%+11.4%/yr | +37.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +121.6%+8.3%/yr | +55.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionFeb 26, 2015 | +99.2%+6.1%/yr | +35.9% | — | — | — |
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: ROAM vs SPY
From Feb 26, 2015: ROAM grew to $19,919, SPY to $43,634.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ROAM returns by calendar year
8 of 10 full years positive. Best 2025 (+32.1%), worst 2022 (−14.8%). 2026 is year to date.
ROAM annual returns table
| Year | ROAM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.0% | −11.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +32.1% | −13.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.2% | −9.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.3% | −10.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.8% | −26.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +9.3% | −7.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.2% | −38.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +8.9% | −11.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.2% | −23.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +27.7% | −4.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +9.9% | −9.9% | +12.0% | +7.1% | +2.4% |
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.
ROAM largest drawdowns
Now 7.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 26, 2018 | −45.5% | Mar 23, 2020 | Jun 1, 2021 | 2.2 years | 3.3 years |
| Apr 28, 2015 | −32.4% | Jan 21, 2016 | Sep 11, 2017 | 9 months | 2.4 years |
| Sep 7, 2021 | −27.1% | Oct 14, 2022 | Feb 6, 2024 | 1.1 years | 2.4 years |
| Sep 26, 2024 | −16.8% | Apr 8, 2025 | May 19, 2025 | 6 months | 8 months |
| Jun 22, 2026 | −11.1% | Jul 29, 2026 | not yet | 37 days | 4 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ROAM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +24.0% | +12.6% | +8.6% | +6.4% |
| Volatility (annualized) | 14.3% | 15.8% | 16.1% | 16.3% |
| Sharpe ratio | 1.28 | 0.61 | 0.45 | 0.34 |
| Sortino ratio | 2.52 | 1.03 | 0.69 | 0.52 |
| Best month | +10.3% | +13.1% | +13.1% | +13.1% |
| Worst month | −7.4% | −9.1% | −18.5% | −18.5% |
| Best 12 months | +52.4% | +52.4% | +52.4% | +52.4% |
| Worst 12 months | +5.2% | −23.0% | −26.7% | −26.7% |
| Positive months | 69% | 62% | 59% | 57% |
| Beta vs S&P 500 | 0.75 | 0.71 | 0.74 | — |
| Correlation with S&P 500 | 0.65 | 0.70 | 0.70 | — |
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.
ROAM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 129 | −26.7% | +9.3% | +52.4% | 65% |
| 3-year (a year) | 105 | −7.6% | +4.4% | +27.1% | 83% |
| 5-year (a year) | 81 | −5.4% | +5.1% | +13.1% | 81% |
| 10-year (a year) | 21 | +2.5% | +7.6% | +10.1% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
ROAM performance overview
Hartford Multifactor Emerging Markets ETF (ROAM) returned +22.2% over the past year and +8.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +6.1% a year, turning $10,000 into about $19,919. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −45.5%, from Jan 26, 2018 to Mar 23, 2020, and it took 1.2 years to get back to the old high. ROAM finished 8 of its 10 full calendar years with a gain; the best year was 2025 (+32.1%) and the worst 2022 (−14.8%). Volatility has been 16.3% a year.
Related: ROAM chart, ROAM holdings, ROAM dividends. See the ROAM overview for the latest quote and fund facts.
ROAM performance FAQ
What is the ROAM return over the past year?
ROAM returned +22.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 19.0%.
What is the average annual return of ROAM?
ROAM has returned +11.4% a year over 5 years, +8.3% a year over 10 years, +6.1% a year since February 26, 2015 (total return, distributions reinvested).
How much would $10,000 invested in ROAM be worth?
$10,000 invested in ROAM at its first recorded close on February 26, 2015 would be worth about $19,919 on October 23, 2026 with distributions reinvested.
What was the worst year for ROAM?
The worst calendar year was 2022, with a total return of −14.8%. The best was 2025 at +32.1%.
What is the biggest drawdown of ROAM?
The largest peak-to-trough decline was −45.5% between January 26, 2018 and March 23, 2020. It recovered to the old high on June 1, 2021, 1.2 years after the bottom.
How volatile is ROAM?
Over the past 3 years ROAM had an annualized volatility of 14.3% and a Sharpe ratio of 1.28 (excess return over 1–3 month T-bills per unit of risk).