HFHSX Performance — Hartford Low Duration High Income Fund, Class R4
Data updated: 2026-09-29
HFHSX returned +1.01% year to date and +3.78% over one year to Jul 2026. Annualised returns are +6.47% over 3 years and +4.45% over 5 years. Against its Bank Loan category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $121, against $119 for the category, and to $104 over one year, against $104. Volatility over the past three years was 1.96% a year. In the 12 months to Jul 2026 the fund lost a net $2.6M, and assets reached $140.29M.
HFHSX Growth of $100
What $100 invested in Hartford Low Duration High Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Bank Loan category average over the same months.
| Period | HFHSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $104 | $104 |
| 3 years (Aug 2023 – Jul 2026) | $121 | $119 |
| 5 years (Aug 2021 – Jul 2026) | $124 | $127 |
| Since data start (Aug 2019 – Jul 2026) | $133 | $133 |
HFHSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.01% |
| 1 year | +3.78% |
| 3 years (annualised) | +6.47% |
| 5 years (annualised) | +4.45% |
HFHSX Annual Returns
Calendar-year total returns of Hartford Low Duration High Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +1.01% |
| 2025 | +7.25% |
| 2024 | +7.10% |
| 2023 | +11.26% |
| 2022 | −4.82% |
| 2021 | +4.26% |
| 2020 | +1.18% |
| 2019 (Aug–Dec) | +2.31% |
HFHSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | −0.5% | −0.6% | +1.1% | +0.3% | +0.1% | +0.1% | — | — | — | — | — |
| 2025 | +1.0% | +0.5% | −0.4% | +0.3% | +1.2% | +1.1% | +0.6% | +0.7% | +0.5% | +0.2% | +0.4% | +0.9% |
| 2024 | +0.3% | +0.9% | +0.4% | −0.4% | +0.9% | +0.6% | +1.0% | +0.9% | +0.9% | 0.0% | +1.1% | +0.2% |
| 2023 | +2.9% | +0.5% | −0.9% | +0.9% | 0.0% | +2.3% | +1.1% | +0.7% | +0.7% | −0.5% | +1.4% | +1.8% |
| 2022 | −0.2% | −0.9% | +0.1% | −0.4% | −3.2% | −3.4% | +2.6% | +1.2% | −3.3% | +0.5% | +1.6% | +0.7% |
| 2021 | +1.1% | +0.8% | +0.1% | +0.4% | +0.5% | +0.4% | −0.4% | +0.2% | +0.8% | 0.0% | −0.5% | +0.7% |
| 2020 | +0.4% | −1.6% | −14.3% | +5.2% | +4.9% | +0.7% | +1.5% | +1.8% | +0.3% | −0.4% | +2.9% | +1.1% |
| 2019 | — | — | — | — | — | — | — | −0.4% | +0.7% | −0.5% | +0.7% | +1.8% |
HFHSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 1.96%
- 3-year Sharpe ratio: 1.01 (vs 4.5% risk-free rate)
- Best month: +1.81% (Dec 2023)
- Worst month: −0.60% (Mar 2026)
HFHSX Fund Flows
Monthly money in and out of Hartford Low Duration High Income Fund, from SEC Form N-PORT.
- 12-month net flow: −$2.6M
- 12-month gross sales (incl. reinvestments): $39.8M
- Sales ÷ redemptions: 0.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.6M | $4.0M | −$1.3M |
| Jun 2026 | $5.1M | $4.8M | $343K |
| May 2026 | $3.6M | $3.6M | −$67K |
| Apr 2026 | $2.8M | $3.6M | −$724K |
| Mar 2026 | $3.8M | $4.6M | −$819K |
| Feb 2026 | $5.1M | $2.9M | $2.1M |
| Jan 2026 | $2.6M | $6.0M | −$3.4M |
| Dec 2025 | $2.6M | $2.5M | $83K |
| Nov 2025 | $4.8M | $2.1M | $2.7M |
| Oct 2025 | $2.3M | $2.3M | −$37K |
| Sep 2025 | $2.4M | $2.7M | −$334K |
| Aug 2025 | $2.1M | $3.2M | −$1.1M |
HFHSX Assets Under Management
Net assets of Hartford Low Duration High Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $140.29M |
| 2026-04-30 | $142.27M |
| 2026-01-31 | $143.94M |
| 2025-10-31 | $144.86M |
| 2025-07-31 | $146.58M |
| 2025-04-30 | $146.63M |
| 2025-01-31 | $142.84M |
| 2024-10-31 | $144.95M |
| 2024-07-31 | $165.71M |
| 2024-04-30 | $153.85M |
| 2024-01-31 | $236.71M |
| 2023-10-31 | $290.91M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.