HTRB:NYE-Hartford Total Return Bond ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 35.01

Change

+0.05 (+0.14)%

Market Cap

USD 1.85B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as junk bonds). The fund may invest up to 40% of its net assets in debt securities of foreign issuers, including from emerging markets, and up to 20% of its net assets in non-dollar securities.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Intermediate Core-Plus Bond

Symbol Name Price(Change) Market Cap
IUSB iShares Core Total USD Bond Ma..

-0.02 (-0.04%)

USD 33.22B
BOND PIMCO Active Bond Exchange-Tra..

-0.11 (-0.12%)

USD 4.96B
GTO Invesco Total Return Bond ETF

+0.09 (+0.19%)

USD 1.73B
VBND Vident Core U.S. Bond Strategy..

+0.16 (+0.36%)

USD 0.46B
BYLD iShares Yield Optimized Bond E..

+0.04 (+0.17%)

USD 0.23B
IMTB iShares Core 5-10 Year USD Bon..

-0.08 (-0.17%)

USD 0.23B
FFIU Fieldstone UVA Unconstrained M..

+0.04 (+0.18%)

USD 0.05B
WBND Western Asset Total Return ETF

-0.08 (-0.36%)

USD 0.03B
RFCI RiverFront Dynamic Core Income..

+0.06 (+0.28%)

USD 0.02B
TOTL SPDR® DoubleLine Total Return..

-0.06 (-0.14%)

N/A

ETFs Containing HTRB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core-Plus Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.88% 100% F 36% F
Dividend Return 2.76% 8% B- 49% F
Total Return 5.64% 67% D+ 34% F
Trailing 12 Months  
Capital Gain 11.00% 100% F 37% F
Dividend Return 4.22% 25% F 54% F
Total Return 15.23% 100% F 37% F
Trailing 5 Years  
Capital Gain -15.90% 25% F 25% F
Dividend Return 17.87% 100% F 62% D
Total Return 1.96% 75% C 28% F
Average Annual (5 Year Horizon)  
Capital Gain -4.83% N/A N/A 16% F
Dividend Return -1.21% N/A N/A 18% F
Total Return 3.62% N/A N/A 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 7.14% N/A N/A 85% B
Risk Adjusted Return -16.99% N/A N/A 15% F
Market Capitalization 1.85B 80% B- 65% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike