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HSRT
+0.00 · +0.01%
$38.96 · BATS

Hartford Short Duration ETF (HSRT) ETF Analysis | Securitized Bond - Focused

Hartford Mutual Funds · USA
AUM:$105.4M
#– of – in Securitized Bond - Focused ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is HSRT?

The fund will invest at least 80% of its net assets in AAA rated CLOs. It may also invest up to 20% of its net assets in AA-rated or A-rated CLOs that have a minimum rating of A- at time of purchase.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
HSRT returned 5.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 19.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$105.4M
Expense Ratio0.29%
Dividend Yield5.43%
Holdings2
Inception DateMay 2018
Domicile–
Distribution–
Index–
ProviderHartford Mutual Funds
Beta0.19
CategorySecuritized Bond - Focused
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.2%
1Y
+0.1%
3Y
+13.3%
5Y
+10.8%
OpenBook InsightIf you had invested £10,000 in HSRT 5 years ago, it would have grown to £11,077 — a gain of £1,077.

Annual Returns

Calendar year performance

HSRT delivered positive returns in 4 of the last 5 calendar years.
YearHSRT
2026 YTD+0.0%
2025+1.1%
2024+6.6%
2023+7.4%
2022-4.3%
CAGR 4yr+2.6%
4/5 positive yearsAvg return: +2.2%Worst year: -4.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
2.7%
Low
Momentum
-0.1%
30-day change
Support Level
38.76
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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