- Issuer
- Hartford
- Inception Date
- Nov 8, 2023
- Category
- Foreign Large Cap Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
HFAHX Performance Chart
Hartford Schroders International Contrarian Value Fund Class Y (HFAHX) is up 6.7% since the beginning of the year. HFAHX is currently trading at $18 per share.
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Returns By Period
Hartford Schroders International Contrarian Value Fund Class Y (HFAHX) has returned 6.70% so far this year and 26.00% over the past 12 months.
Hartford Schroders International Contrarian Value Fund Class Y
- 1D
- -0.06%
- 1M
- -0.51%
- YTD
- 6.70%
- 6M
- 7.57%
- 1Y
- 26.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
HFAHX Monthly Returns History
Based on dividend-adjusted daily data since Nov 8, 2023, HFAHX's average daily return is +0.09%, while the average monthly return is +1.81%. At this rate, an investment would double in approximately 3.2 years.
Historically, 72% of months were positive and 28% were negative. The best month was May 2024 with a return of +6.2%, while the worst month was Mar 2026 at -7.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, HFAHX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +5.0%, while the worst single day was Apr 4, 2025 at -5.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.35% | 4.46% | -7.09% | 4.29% | 2.17% | -1.12% | 6.70% | ||||||
| 2025 | 4.87% | 4.96% | 2.36% | 3.68% | 4.45% | 2.86% | -0.45% | 5.40% | 1.73% | 0.18% | 3.27% | 3.27% | 43.12% |
| 2024 | -2.64% | 0.44% | 5.23% | -0.41% | 6.15% | -4.23% | 6.05% | 4.01% | 2.59% | -4.05% | -0.98% | -4.99% | 6.42% |
| 2023 | 4.46% | 2.56% | 7.14% |
Benchmark Metrics
Hartford Schroders International Contrarian Value Fund Class Y has an annualized alpha of 11.01%, beta of 0.56, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since November 08, 2023.
- This fund captured 69.13% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -1.08%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.56 may look defensive, but with R2 of 0.37 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.37 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 11.01%
- Beta
- 0.56
- R²
- 0.37
- Upside Capture
- 69.13%
- Downside Capture
- -1.08%
Expense Ratio
HFAHX has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HFAHX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hartford Schroders International Contrarian Value Fund Class Y (HFAHX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HFAHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.78 | -0.63 |
| Martin ratioReturn relative to average drawdown | 7.90 | 12.44 | -4.54 |
Dividends
Dividend History
Hartford Schroders International Contrarian Value Fund Class Y provided a 5.95% dividend yield over the last twelve months, with an annual payout of $1.05 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.05 | $1.05 | $0.19 | $0.03 |
Dividend yield | 5.95% | 6.35% | 1.58% | 0.29% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Schroders International Contrarian Value Fund Class Y. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $1.05 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2023 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Schroders International Contrarian Value Fund Class Y. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hartford Schroders International Contrarian Value Fund Class Y was 14.13%, occurring on Apr 8, 2025. Recovery took 14 trading sessions.
The current Hartford Schroders International Contrarian Value Fund Class Y drawdown is 2.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -14.13%Apr 2025 | 20d | 21d | 1mo 11dMar 2025 - Apr 2025 |
2025 correction2025 | -12.55%Jan 2025 | 3mo 15d | 1mo 21d | 5mo 6dSep 2024 - Mar 2025 |
2026 correction2026 | -11.77%Mar 2026 | 22d | — | 3mo 27dFeb 2026 - now |
2024 pullback2024 | -5.41%Feb 2024 | 1mo 18d | 28d | 2mo 16dDec 2023 - Mar 2024 |
2024 pullback2024 | -5.35%Jun 2024 | 25d | 1mo 17d | 2mo 12dMay 2024 - Jul 2024 |
Drawdown Indicators
| HFAHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.13% | -56.78% | +42.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -9.10% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.81% | -1.80% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -10.71% | +8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.03% | +1.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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