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Hartford Schroders Tax-Aware Bond Fund Class A STWVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | STWVX | Replication |
|---|---|---|
| Annualized growth | -0.5% | -0.9% |
| Annualized volatility | 6.4% | 5.5% |
| Sharpe ratio | -0.04 | -0.13 |
| Maximum drawdown | 13.5% | 14.5% |
| Replication fit (R²) | 0.93 · Tracking error 1.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model STWVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 87.7% |
| SPTL | FI · Long Gov | 12.3% |