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Nasdaq - Delayed Quote USD

Hartford Schroders China A SDR (HSHRX)

10.28
-0.26
(-2.47%)
At close: 8:01:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.08%
5y Average Return 3.40%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 7.43%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 7.43%
Worst 3Y Total Return -14.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSHRX
Category
YTD
7.28%
6.62%
1-Month
1.49%
1.20%
3-Month
7.28%
6.57%
1-Year
20.24%
37.26%
3-Year
-5.37%
13.53%
5-Year
4.47%
15.37%
10-Year
0.00%
7.09%
Last Bull Market
9.50%
18.73%
Last Bear Market
4.26%
-27.14%

Annual Total Return (%) History

Year
HSHRX
Category
2025
--
--
2024
2.87%
--
2023
-14.41%
--
2022
-28.76%
--
2021
7.43%
--
2020
--
37.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 7.28% -- -- --
2024 -8.22% -2.84% 21.03% -4.68%
2023 5.64% -10.67% -5.97% -3.54%
2022 -20.59% 4.26% -19.77% 7.25%
2021 -1.54% 8.98% -7.58% 8.33%
2020 24.60% 14.45% 20.73% --

Rank in Category (By Total Return)

YTD 66
1-Month 44
3-Month 66
1-Year 57
3-Year 61
5-Year 17

Load Adjusted Returns

1-Year 20.24%
3-Year -5.37%
5-Year 4.47%
10-Year --

Performance & Risk

YTD Return 1.08%
5y Average Return 3.40%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Hartford Mutual Funds
Net Assets 17.07M
YTD Return 7.28%
Yield 0.80%
Morningstar Rating
Inception Date Mar 31, 2020

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in China A shares and other instruments that have similar economic characteristics to such securities. It may also invest in China A shares through the Qualified Foreign Institutional Investor and Renminbi Qualified Foreign Institutional Investor systems (collectively, the "QFII Programs") once the appropriate license is obtained or through other means of access which may become available in the future. The fund is non-diversified.

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