HTRB ETF Analysis: Hartford Total Return Bond | NYSE

Intermediate Core-Plus Bond | NYSE, USA | Market Cap: 2.194m USD | 12M Return: -1.1% | US41653L3050 | Charts, Fundamentals & Technical Analysis

Investment Grade Bonds, High Yield Bonds, Foreign Bonds, Emerging Market Debt
Total Rating 34
Safety 52
Buy Signal -0.12
Intermediate Core-Plus Bond
Category Rotation: +6.3
TER: 0.29%
AUM: 2.19B
Avg Turnover: 7.58M
Risk 3d forecast
Volatility5.64%
VaR 5th Pctl1.05%
VaR vs Median3.46%
Reward TTM
Sharpe Ratio-1.33
Rel. Str. IBD28.9
Rel. Str. Peer Group23.7
Character TTM
Beta0.085
Beta Downside0.087
Hurst Exponent0.490
Drawdowns 3y
Max DD5.01%
CAGR/Max DD0.98
CAGR/Mean DD3.45

Warnings

Below Sma 200d

Tailwinds

Shakeout

Seasonality 9 years of data

Jan -0.0% 2
Feb -0.2% 2
Mar -1.2% 16
Apr -0.1% 17
May +0.5% 13
Jun +0.5% 30
Jul +0.2% 15
Aug +0.0% 2
Sep -0.8% 30
Oct -0.5% 30
Nov +0.2% 29
Dec -0.2% 14

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HTRB Hartford Total Return Bond

Hartford Total Return Bond ETF (HTRB) is an intermediate core-plus bond ETF that invests at least 80% of its net assets in bonds selected for total return potential and current income. The fund allows meaningful flexibility beyond traditional core bonds, allocating up to 20% of net assets to below-investment-grade (junk) bonds, up to 40% to debt securities of foreign issuers including emerging markets, and up to 20% to non-dollar-denominated securities.

As a core-plus bond fund in the ETF wrapper structure, HTRB offers investors diversified fixed income exposure with the ability to add credit risk and international debt to enhance yield relative to a pure intermediate-term U.S. bond portfolio. The fund trades on the NYSE and was launched in 2017.

Headlines to Watch Out For
  • Fed rate cuts compress intermediate bond yields and lift prices
  • High yield allocation benefits as junk bond credit spreads tighten
  • Foreign currency exposure pressures returns amid dollar strength
What is the price of HTRB shares?

As of September 27, 2026, the stock is trading at USD 32.44 with a total of 253,847 shares traded. Over the past week, the price has changed by -0.87%, over one month by -2.65%, over three months by -3.28% and over the past year by -1.11%.

Current recommended Stop Loss: 32.20 (which is 0.7% or 1.7 ATR below the current price).

Is HTRB a buy, sell or hold?

Hartford Total Return Bond has no consensus analysts rating.