Hartford Multifactor Developed Markets… (RODM) Performance
RODM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.3% since Dec 31, 2025
- 1 year
- +20.9% total return
- 5 years
- +10.5% a year
- 10 years
- +9.2% a year
- Since first price
- +8.0% a year since 2015
RODM trailing returns vs SPY, QQQ, AGG
| Period | RODM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.8% | +2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.2% | +3.5% | +7.8% | +8.4% | −1.5% |
| YTD | +15.3% | +13.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +20.9% | +17.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +90.1%+23.9%/yr | +70.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +64.9%+10.5%/yr | +35.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +140.8%+9.2%/yr | +72.4% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionFeb 26, 2015 | +145.3%+8.0%/yr | +68.6% | — | — | — |
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: RODM vs SPY
From Feb 26, 2015: RODM grew to $24,526, SPY to $43,634.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RODM returns by calendar year
7 of 10 full years positive. Best 2025 (+34.4%), worst 2022 (−14.5%). 2026 is year to date.
RODM annual returns table
| Year | RODM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.3% | −7.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +34.4% | −10.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.0% | −6.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.8% | −10.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.5% | −27.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +11.1% | −8.4% | +28.7% | +27.4% | −1.8% |
| 2020 | −0.6% | −36.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +17.2% | −7.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.0% | −17.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.1% | −2.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +3.9% | −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.
RODM largest drawdowns
Now 1.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −36.0% | Mar 23, 2020 | Jan 6, 2021 | 2 months | 12 months |
| Sep 3, 2021 | −28.9% | Oct 12, 2022 | May 15, 2024 | 1.1 years | 2.7 years |
| May 13, 2015 | −20.0% | Feb 11, 2016 | Mar 17, 2017 | 9 months | 1.8 years |
| Jan 26, 2018 | −17.2% | Dec 24, 2018 | Dec 26, 2019 | 11 months | 1.9 years |
| Mar 19, 2025 | −10.6% | Apr 8, 2025 | Apr 22, 2025 | 20 days | 34 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RODM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +21.0% | +10.5% | +8.7% | +7.7% |
| Volatility (annualized) | 10.6% | 14.0% | 13.7% | 13.6% |
| Sharpe ratio | 1.45 | 0.53 | 0.51 | 0.47 |
| Sortino ratio | 2.78 | 0.81 | 0.73 | 0.68 |
| Best month | +7.1% | +10.8% | +10.8% | +10.8% |
| Worst month | −4.1% | −10.3% | −16.1% | −16.1% |
| Best 12 months | +39.9% | +39.9% | +39.9% | +39.9% |
| Worst 12 months | +8.0% | −23.9% | −23.9% | −23.9% |
| Positive months | 72% | 63% | 64% | 61% |
| Beta vs S&P 500 | 0.41 | 0.64 | 0.71 | — |
| Correlation with S&P 500 | 0.48 | 0.72 | 0.80 | — |
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.
RODM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 129 | −23.9% | +9.5% | +39.9% | 70% |
| 3-year (a year) | 105 | −4.4% | +5.7% | +23.6% | 89% |
| 5-year (a year) | 81 | −2.1% | +5.4% | +12.1% | 96% |
| 10-year (a year) | 21 | +5.3% | +8.2% | +10.0% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
RODM performance overview
Hartford Multifactor Developed Markets… (RODM) returned +20.9% over the past year and +9.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +8.0% a year, turning $10,000 into about $24,526. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.0%, from Jan 17, 2020 to Mar 23, 2020, and it took 9 months to get back to the old high. RODM finished 7 of its 10 full calendar years with a gain; the best year was 2025 (+34.4%) and the worst 2022 (−14.5%). Volatility has been 13.6% a year.
Related: RODM chart, RODM holdings, RODM dividends. See the RODM overview for the latest quote and fund facts.
RODM performance FAQ
What is the RODM return over the past year?
RODM returned +20.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.3%.
What is the average annual return of RODM?
RODM has returned +10.5% a year over 5 years, +9.2% a year over 10 years, +8.0% a year since February 26, 2015 (total return, distributions reinvested).
How much would $10,000 invested in RODM be worth?
$10,000 invested in RODM at its first recorded close on February 26, 2015 would be worth about $24,526 on October 23, 2026 with distributions reinvested.
What was the worst year for RODM?
The worst calendar year was 2022, with a total return of −14.5%. The best was 2025 at +34.4%.
What is the biggest drawdown of RODM?
The largest peak-to-trough decline was −36.0% between January 17, 2020 and March 23, 2020. It recovered to the old high on January 6, 2021, 9 months after the bottom.
How volatile is RODM?
Over the past 3 years RODM had an annualized volatility of 10.6% and a Sharpe ratio of 1.45 (excess return over 1–3 month T-bills per unit of risk).