HSDRX Performance — The Hartford Short Duration Fund, Class R3
Data updated: 2026-09-29
HSDRX returned +0.96% year to date and +3.38% over one year to Jul 2026. Annualised returns are +5.30% over 3 years and +2.52% over 5 years. The fund trailed its Short-Term Core Bond category average: $100 invested three years ago grew to $117, against $118 for the category, and to $103 over one year, against $104. Volatility over the past three years was 1.77% a year. In the 12 months to Jul 2026 the fund took in a net $399.3M, and assets reached $2.38B.
HSDRX Growth of $100
What $100 invested in The Hartford Short Duration Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Core Bond category average over the same months.
| Period | HSDRX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $103 | $104 |
| 3 years (Aug 2023 – Jul 2026) | $117 | $118 |
| 5 years (Aug 2021 – Jul 2026) | $113 | $113 |
| Since data start (Aug 2019 – Jul 2026) | $120 | $122 |
HSDRX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.96% |
| 1 year | +3.38% |
| 3 years (annualised) | +5.30% |
| 5 years (annualised) | +2.52% |
HSDRX Annual Returns
Calendar-year total returns of The Hartford Short Duration Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +0.96% |
| 2025 | +5.78% |
| 2024 | +5.50% |
| 2023 | +6.70% |
| 2022 | −5.22% |
| 2021 | −0.14% |
| 2020 | +3.46% |
| 2019 (Aug–Dec) | +1.51% |
HSDRX 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 | +0.3% | +0.3% | −0.8% | +0.7% | +0.2% | +0.1% | 0.0% | — | — | — | — | — |
| 2025 | +0.5% | +0.7% | +0.1% | +0.5% | +0.3% | +0.9% | +0.1% | +0.9% | +0.3% | +0.3% | +0.4% | +0.3% |
| 2024 | +0.5% | −0.2% | +0.8% | −0.3% | +0.9% | +0.5% | +1.1% | +1.1% | +0.8% | −0.4% | +0.6% | 0.0% |
| 2023 | +1.8% | −0.6% | +0.7% | +0.6% | −0.3% | +0.1% | +0.7% | +0.4% | −0.1% | 0.0% | +1.6% | +1.7% |
| 2022 | −0.8% | −0.7% | −1.4% | −0.9% | −0.2% | −1.5% | +1.1% | −0.5% | −2.0% | −0.1% | +1.3% | +0.3% |
| 2021 | +0.2% | −0.1% | −0.2% | +0.2% | +0.3% | −0.1% | +0.1% | 0.0% | 0.0% | −0.4% | −0.2% | 0.0% |
| 2020 | +0.6% | +0.2% | −5.3% | +2.9% | +1.6% | +1.1% | +0.9% | +0.4% | −0.1% | +0.1% | +0.8% | +0.4% |
| 2019 | — | — | — | — | — | — | — | +0.6% | +0.1% | +0.3% | +0.2% | +0.4% |
HSDRX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 1.77%
- 3-year Sharpe ratio: 0.45 (vs 4.5% risk-free rate)
- Best month: +1.70% (Dec 2023)
- Worst month: −0.78% (Mar 2026)
HSDRX Fund Flows
Monthly money in and out of The Hartford Short Duration Fund, from SEC Form N-PORT.
- 12-month net flow: $399.3M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 1.60×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $125.0M | $48.4M | $76.6M |
| Jun 2026 | $113.0M | $54.6M | $58.4M |
| May 2026 | $71.7M | $51.2M | $20.5M |
| Apr 2026 | $67.1M | $58.0M | $9.1M |
| Mar 2026 | $77.8M | $80.2M | −$2.4M |
| Feb 2026 | $69.9M | $49.8M | $20.2M |
| Jan 2026 | $97.2M | $66.2M | $30.9M |
| Dec 2025 | $90.3M | $54.3M | $36.0M |
| Nov 2025 | $124.1M | $56.7M | $67.4M |
| Oct 2025 | $82.0M | $61.6M | $20.4M |
| Sep 2025 | $86.4M | $45.0M | $41.5M |
| Aug 2025 | $60.6M | $39.9M | $20.7M |
HSDRX Assets Under Management
Net assets of The Hartford Short Duration Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $2.38B |
| 2026-04-30 | $2.24B |
| 2026-01-31 | $2.23B |
| 2025-10-31 | $2.10B |
| 2025-07-31 | $2.00B |
| 2025-04-30 | $1.94B |
| 2025-01-31 | $1.84B |
| 2024-10-31 | $1.80B |
| 2024-07-31 | $1.77B |
| 2024-04-30 | $1.74B |
| 2024-01-31 | $1.79B |
| 2023-10-31 | $1.76B |
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.