Summary
HDUS
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 26.49% 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: 03/06/2026

Current price: $72.03

Expense ratio: 0.19%

Assets under management
$179.6M
-0.43% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

4.44%

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

9.75%

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

10.51%

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

26.49%

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

45.78%

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

77.85%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.096%

Best day

2.403%

31/03/2026
Worst day

-2.326%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $72.34 $72.34 $71.99 $72.03 5,500
02/06/2026 $72.66 $72.68 $72.39 $72.56 4,900
01/06/2026 $72.18 $72.80 $72.18 $72.63 6,000
29/05/2026 $72.37 $72.41 $72.21 $72.24 5,000
28/05/2026 $71.75 $72.06 $71.65 $72.03 6,900
27/05/2026 $72.01 $72.01 $71.63 $71.66 5,800
26/05/2026 $71.77 $71.79 $71.56 $71.72 7,700
22/05/2026 $71.13 $71.51 $71.13 $71.32 8,200
21/05/2026 $70.74 $71.09 $70.60 $70.96 6,600
20/05/2026 $70.48 $70.90 $70.48 $70.88 8,900