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HTAB
+0.26 · +1.35%
$19.25 · NYSE ARCA

Hartford Schroders Tax-Aware Bond ETF (HTAB) ETF Analysis | Intermediate Core Bond

Hartford Mutual Funds · USA
AUM:$322.5M
#– of – in Intermediate Core Bond 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

HTAB returned +3.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is HTAB?

The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its assets in U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
HTAB returned 3.5% over the past year.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 45.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$322.5M
Expense Ratio0.40%
Dividend Yield3.88%
Holdings10
Inception DateApr 2018
Domicile–
Distribution–
Index–
ProviderHartford Mutual Funds
Beta1.02
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+3.1%
3Y
+9.0%
5Y
+0.6%
OpenBook InsightIf you had invested £10,000 in HTAB 5 years ago, it would have grown to £10,065 — a gain of £65.

Annual Returns

Calendar year performance

HTAB delivered positive returns in 3 of the last 5 calendar years.
YearHTAB
2026 YTD-1.4%
2025+2.5%
2024+1.9%
2023+6.6%
2022-8.2%
CAGR 4yr+0.5%
3/5 positive yearsAvg return: +0.3%Worst year: -8.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.0%
Low
Momentum
-1.4%
30-day change
Support Level
18.77
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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