Hartford Multifactor US Equity ETF (ROUS) Performance
ROUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.9% since Dec 31, 2025
- 1 year
- +21.0% total return
- 5 years
- +12.1% a year
- 10 years
- +12.9% a year
- Since first price
- +11.1% a year since 2015
ROUS trailing returns vs SPY, QQQ, AGG
| Period | ROUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.3% | +2.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.1% | +3.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.3% | +8.7% | +7.8% | +8.4% | −1.5% |
| YTD | +19.9% | +18.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.0% | +19.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +82.9%+22.3%/yr | +74.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +77.0%+12.1%/yr | +62.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +237.8%+12.9%/yr | +181.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionFeb 26, 2015 | +240.2%+11.1%/yr | +175.0% | — | — | — |
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: ROUS vs SPY
From Feb 26, 2015: ROUS grew to $34,022, SPY to $43,634.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ROUS returns by calendar year
8 of 10 full years positive. Best 2021 (+27.3%), worst 2022 (−9.6%). 2026 is year to date.
ROUS annual returns table
| Year | ROUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.9% | −6.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.2% | −15.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.6% | −6.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.0% | −8.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −9.6% | −18.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +27.3% | −5.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +6.6% | −35.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +23.9% | −8.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.6% | −21.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.9% | −3.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +11.3% | −10.0% | +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.
ROUS largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2020 | −35.5% | Mar 23, 2020 | Dec 1, 2020 | 38 days | 10 months |
| Aug 29, 2018 | −21.2% | Dec 24, 2018 | Nov 8, 2019 | 4 months | 1.2 years |
| Dec 29, 2021 | −18.9% | Sep 30, 2022 | Dec 1, 2023 | 9 months | 1.9 years |
| Mar 24, 2015 | −16.5% | Feb 11, 2016 | Nov 14, 2016 | 11 months | 1.6 years |
| Nov 26, 2024 | −15.8% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ROUS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +20.1% | +12.7% | +12.5% | +10.8% |
| Volatility (annualized) | 11.2% | 13.9% | 14.7% | 14.5% |
| Sharpe ratio | 1.31 | 0.67 | 0.73 | 0.65 |
| Sortino ratio | 2.38 | 1.10 | 1.10 | 0.97 |
| Best month | +7.7% | +10.0% | +11.0% | +11.0% |
| Worst month | −5.7% | −8.1% | −14.1% | −14.1% |
| Best 12 months | +32.2% | +32.2% | +47.6% | +47.6% |
| Worst 12 months | +7.1% | −9.7% | −13.6% | −13.6% |
| Positive months | 67% | 60% | 65% | 63% |
| Beta vs S&P 500 | 0.79 | 0.83 | 0.91 | — |
| Correlation with S&P 500 | 0.88 | 0.93 | 0.95 | — |
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.
ROUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 129 | −13.6% | +12.8% | +47.6% | 79% |
| 3-year (a year) | 105 | +0.9% | +10.6% | +22.2% | 100% |
| 5-year (a year) | 81 | +2.8% | +11.5% | +16.4% | 100% |
| 10-year (a year) | 21 | +9.3% | +11.6% | +13.2% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
ROUS performance overview
Hartford Multifactor US Equity ETF (ROUS) returned +21.0% over the past year and +12.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +11.1% a year, turning $10,000 into about $34,022. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.5%, from Feb 14, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. ROUS finished 8 of its 10 full calendar years with a gain; the best year was 2021 (+27.3%) and the worst 2022 (−9.6%). Volatility has been 14.5% a year.
Related: ROUS chart, ROUS holdings, ROUS dividends, ROUS valuation. See the ROUS overview for the latest quote and fund facts.
ROUS performance FAQ
What is the ROUS return over the past year?
ROUS returned +21.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 19.3%.
What is the average annual return of ROUS?
ROUS has returned +12.1% a year over 5 years, +12.9% a year over 10 years, +11.1% a year since February 26, 2015 (total return, distributions reinvested).
How much would $10,000 invested in ROUS be worth?
$10,000 invested in ROUS at its first recorded close on February 26, 2015 would be worth about $34,022 on October 23, 2026 with distributions reinvested.
What was the worst year for ROUS?
The worst calendar year was 2022, with a total return of −9.6%. The best was 2021 at +27.3%.
What is the biggest drawdown of ROUS?
The largest peak-to-trough decline was −35.5% between February 14, 2020 and March 23, 2020. It recovered to the old high on December 1, 2020, 8 months after the bottom.
How volatile is ROUS?
Over the past 3 years ROUS had an annualized volatility of 11.2% and a Sharpe ratio of 1.31 (excess return over 1–3 month T-bills per unit of risk).