HFZSX Performance — Hartford Schroders Emerging Markets Multi-Sector Bond Fund, Class R4
Data updated: 2026-09-29
HFZSX returned +1.47% year to date and +8.74% over one year to Jul 2026. Annualised returns are +8.92% over 3 years and +3.20% over 5 years. The fund beat its Emerging Markets Bond category average: $100 invested three years ago grew to $129, against $126 for the category, and to $109 over one year, against $109. Volatility over the past three years was 6.89% a year. In the 12 months to Jul 2026 the fund took in a net $3.3M, and assets reached $28.32M.
HFZSX Growth of $100
What $100 invested in Hartford Schroders Emerging Markets Multi-Sector Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Emerging Markets Bond category average over the same months.
| Period | HFZSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $109 | $109 |
| 3 years (Aug 2023 – Jul 2026) | $129 | $126 |
| 5 years (Aug 2021 – Jul 2026) | $117 | $115 |
| Since data start (Aug 2019 – Jul 2026) | $118 | $123 |
HFZSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.47% |
| 1 year | +8.74% |
| 3 years (annualised) | +8.92% |
| 5 years (annualised) | +3.20% |
HFZSX Annual Returns
Calendar-year total returns of Hartford Schroders Emerging Markets Multi-Sector Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +1.47% |
| 2025 | +15.54% |
| 2024 | +5.78% |
| 2023 | +12.27% |
| 2022 | −13.40% |
| 2021 | −4.46% |
| 2020 | +2.38% |
| 2019 (Aug–Dec) | −0.30% |
HFZSX 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 | +1.3% | +1.5% | −4.3% | +2.9% | +0.7% | +0.8% | −1.2% | — | — | — | — | — |
| 2025 | +1.6% | +1.1% | −0.4% | 0.0% | +1.6% | +3.3% | +0.4% | +2.1% | +1.8% | +1.4% | +0.8% | +1.0% |
| 2024 | −1.1% | +1.7% | +1.6% | −1.7% | +1.1% | −0.2% | +1.8% | +2.4% | +2.5% | −2.3% | +1.3% | −1.2% |
| 2023 | +4.0% | −2.6% | +1.1% | +1.0% | −0.7% | +2.7% | +2.1% | −2.3% | −1.9% | −1.4% | +5.3% | +4.7% |
| 2022 | −1.8% | −5.4% | −2.2% | −5.0% | 0.0% | −5.5% | +1.2% | +1.5% | −4.7% | 0.0% | +6.9% | +1.4% |
| 2021 | −1.1% | −1.5% | −2.1% | +1.7% | +1.6% | +0.2% | −0.2% | +1.1% | −2.5% | −0.6% | −2.4% | +1.5% |
| 2020 | +1.4% | −1.9% | −19.2% | +1.4% | +8.1% | +4.2% | +3.9% | +0.7% | −2.4% | +0.4% | +5.3% | +3.3% |
| 2019 | — | — | — | — | — | — | — | −5.3% | +1.1% | +2.6% | −1.4% | +3.0% |
HFZSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 6.89%
- 3-year Sharpe ratio: 0.64 (vs 4.5% risk-free rate)
- Best month: +5.26% (Nov 2023)
- Worst month: −4.33% (Mar 2026)
HFZSX Fund Flows
Monthly money in and out of Hartford Schroders Emerging Markets Multi-Sector Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $3.3M
- 12-month gross sales (incl. reinvestments): $18.5M
- Sales ÷ redemptions: 1.22×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $495K | $2.0M | −$1.5M |
| Jun 2026 | $3.0M | $4.7M | −$1.7M |
| May 2026 | $20K | $234K | −$215K |
| Apr 2026 | $197K | $1.7M | −$1.5M |
| Mar 2026 | $719K | $3.8M | −$3.1M |
| Feb 2026 | $365K | $189K | $175K |
| Jan 2026 | $3.5M | $610K | $2.9M |
| Dec 2025 | $834K | $615K | $218K |
| Nov 2025 | $1.8M | $615K | $1.2M |
| Oct 2025 | $6.8M | $151K | $6.6M |
| Sep 2025 | $771K | $193K | $578K |
| Aug 2025 | $52K | $365K | −$313K |
HFZSX Assets Under Management
Net assets of Hartford Schroders Emerging Markets Multi-Sector Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $28.32M |
| 2026-04-30 | $32.19M |
| 2026-01-31 | $37.31M |
| 2025-10-31 | $32.53M |
| 2025-07-31 | $24.72M |
| 2025-04-30 | $24.67M |
| 2025-01-31 | $24.33M |
| 2024-10-31 | $24.77M |
| 2024-07-31 | $24.80M |
| 2024-04-30 | $23.94M |
| 2024-01-31 | $24.18M |
| 2023-10-31 | $21.94M |
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.