Summary
HDUS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.63% Volatility 17.20% Sharpe 0.82
Official loaded data — not a live quote.

HARTFORD DISCIPLINED US EQUITY ETF

Symbol: HDUS

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 16/11/2022

Latest date: 20/07/2026

Current price: $71.41

Expense ratio: 0.19%

Assets under management
$195.4M
-0.71% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

1.45%

Ann. -37.99% (Sharpe / Sortino numerator)

Volatility

15.87%

Sharpe ratio

-2.623

VaR 95%

-1.46%

CVaR 95%: -1.49%
Max drawdown: -6.69%
Sortino ratio: -4.903
Calmar ratio: -5.68

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.08%

Ann. -9.59% (Sharpe / Sortino numerator)

Volatility

13.41%

Sharpe ratio

-0.986

VaR 95%

-1.47%

CVaR 95%: -1.67%
Max drawdown: -7.76%
Sortino ratio: -1.460
Calmar ratio: -1.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.60%

Ann. -1.89% (Sharpe / Sortino numerator)

Volatility

12.53%

Sharpe ratio

-0.440

VaR 95%

-1.46%

CVaR 95%: -1.72%
Max drawdown: -7.76%
Sortino ratio: -0.616
Calmar ratio: -0.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.63%

Ann. 17.69% (Sharpe / Sortino numerator)

Volatility

17.20%

Sharpe ratio

0.817

VaR 95%

-1.45%

CVaR 95%: -2.46%
Max drawdown: -7.76%
Sortino ratio: 1.014
Calmar ratio: 2.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.39%

Ann. 14.11% (Sharpe / Sortino numerator)

Volatility

15.33%

Sharpe ratio

0.684

VaR 95%

-1.51%

CVaR 95%: -2.22%
Max drawdown: -17.94%
Sortino ratio: 0.868
Calmar ratio: 0.79

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

67.10%

Ann. 17.25% (Sharpe / Sortino numerator)

Volatility

14.02%

Sharpe ratio

0.971

VaR 95%

-1.37%

CVaR 95%: -1.99%
Max drawdown: -17.94%
Sortino ratio: 1.290
Calmar ratio: 0.96

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.403%

31/03/2026
Worst day

-2.326%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $71.92 $71.92 $71.41 $71.41 6,400
17/07/2026 $71.56 $71.88 $71.50 $71.58 16,100
16/07/2026 $72.27 $72.40 $72.00 $72.22 10,900
15/07/2026 $72.32 $72.38 $72.01 $72.28 8,200
14/07/2026 $71.49 $71.92 $71.49 $71.90 9,700
13/07/2026 $72.02 $72.08 $71.70 $71.74 17,000
10/07/2026 $71.97 $72.05 $71.84 $72.05 11,100
09/07/2026 $71.16 $71.82 $71.16 $71.81 8,500
08/07/2026 $71.73 $71.73 $70.92 $71.35 5,300
07/07/2026 $71.71 $71.83 $71.55 $71.59 3,500