See what your fund actually adds

Hartford Schroders Diversified Opportunities Fund Class SDR HFSGX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

HFSGX compared with its replication portfolio
MeasureHFSGXReplication
Annualized growth14.5%14.1%
Annualized volatility9.4%8.0%
Sharpe ratio1.491.69
Maximum drawdown8.8%7.3%
Replication fit (R²)0.95 · Tracking error 2.2%

Replication portfolio

The published portfolio below is the investable basket used to model HFSGX’s historical return behavior.

HFSGX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap35.2%
VCITFI · IG Credit21.6%
VWOEmerging Markets15.6%
WTMFAlternatives · Mgt Futures14.0%
MBBFI · MBS13.7%