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Hartford Schroders Tax-Aware Bond A (STWVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.05+0.02 (+0.20%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.17%
5-year average return0.89%
Number of years up7
Number of years down2
Best 1-yr total return (29 Apr 2024)7.44%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.44%
Worst 3-yr total return-1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTWVXCategory
YTD-0.80%-1.22%
1-month-0.04%0.67%
3-month-0.80%1.77%
1-year2.62%0.77%
3-year-0.93%5.26%
5-year1.21%3.02%
10-year2.62%3.31%
Last bull market1.98%3.52%
Last bear market-3.11%3.25%

Annual total return (%) history

Year
STWVXCategory
2024
N/AN/A
2023
7.04%N/A
2022
-8.69%N/A
2021
-0.22%N/A
2020
5.67%7.52%
2019
7.44%8.06%
2018
0.16%-0.50%
2017
3.77%3.71%
2016
2.25%3.23%
2015
2.36%-0.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.80%N/AN/AN/A
20233.48%-0.02%-5.32%9.28%
2022-5.56%-3.11%-4.35%4.32%
2021-0.51%0.87%-0.38%-0.19%
2020-0.32%3.98%0.73%1.21%
20193.43%2.26%1.09%0.48%
2018-1.34%0.24%-0.21%1.49%
20170.71%1.46%0.95%0.60%
20161.86%3.30%-0.10%-2.73%
20151.04%-1.54%1.06%1.81%

Rank in category (by total return)

YTD78
1-month99
3-month78
1-year27
3-year5
5-year7

Load adjusted returns

1-year-2.00%
3-year-2.44%
5-year0.28%
10-year2.15%