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ISIN
US41652E1073
CUSIP
41652E107
Issuer
Hartford
Inception Date
May 24, 2022
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

HFSFX Performance Chart

Hartford Schroders International Contrarian Value Fund Class F (HFSFX) is up 16.6% since the beginning of the year. HFSFX is currently trading at $19 per share.


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Benchmark

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Returns By Period

Hartford Schroders International Contrarian Value Fund Class F (HFSFX) has returned 16.63% so far this year and 33.32% over the past 12 months.


Hartford Schroders International Contrarian Value Fund Class F

1D
1.10%
1M
7.83%
6M
11.70%
YTD
16.63%
1Y
33.32%
3Y*
5Y*
10Y*
ALL TIME*
39.18%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HFSFX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2025, HFSFX's average daily return is +0.14%, while the average monthly return is +2.83%. At this rate, an investment would double in approximately 2.1 years.

Historically, 84% of months were positive and 16% were negative. The best month was Jul 2026 with a return of +10.0%, while the worst month was Mar 2026 at -7.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, HFSFX closed higher 56% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.41%4.46%-7.10%4.30%2.23%-1.90%10.04%16.63%
20255.48%4.96%2.36%3.68%4.52%2.86%-0.45%5.40%1.73%0.24%3.21%3.26%44.03%

Benchmark Metrics

Hartford Schroders International Contrarian Value Fund Class F has an annualized alpha of 29.01%, beta of 0.56, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since January 03, 2025.

  • This fund captured 81.57% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -149.12%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.56 may look defensive, but with R2 of 0.39 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 0.39 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
29.01%
Beta
0.56
0.39
Upside Capture
81.57%
Downside Capture
-149.12%

Expense Ratio

HFSFX has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HFSFX ranks 84 for risk / return — above 84% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


HFSFX Risk / Return Rank: 8484
Overall Rank
HFSFX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
HFSFX Sortino Ratio Rank: 8888
Sortino Ratio Rank
HFSFX Omega Ratio Rank: 8484
Omega Ratio Rank
HFSFX Calmar Ratio Rank: 8181
Calmar Ratio Rank
HFSFX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Hartford Schroders International Contrarian Value Fund Class F (HFSFX) 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.


HFSFXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.89

Sortino ratioReturn per unit of downside risk

+1.29

Omega ratioGain probability vs. loss probability

1.41

1.25

+0.16

Calmar ratioReturn relative to maximum drawdown

2.75

2.00

+0.74

Martin ratioReturn relative to average drawdown

10.06

8.49

+1.57

Dividends

Dividend History

Hartford Schroders International Contrarian Value Fund Class F provided a 5.54% dividend yield over the last twelve months, with an annual payout of $1.07 per share.


6.46%$0.00$0.20$0.40$0.60$0.80$1.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$1.07$1.07

Dividend yield

5.54%6.46%

Monthly Dividends

The table displays the monthly dividend distributions for Hartford Schroders International Contrarian Value Fund Class F. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$1.07$1.07

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 F. 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 F was 14.14%, occurring on Apr 8, 2025. Recovery took 14 trading sessions.


Drawdown

Fall

Recovery

Underwater

Related event

-14.14%Apr 2025
20d21d
1mo 11dMar 2025 - Apr 2025
2025 selloff2025
-11.78%Mar 2026
22d3mo 27d
4mo 19dFeb 2026 - Jul 2026
-4.80%Nov 2025
7d12d
19dNov 2025 - Dec 2025
-4.23%Jul 2025
3d12d
15dJul 2025 - Aug 2025
-3.30%Oct 2025
4d17d
21dOct 2025 - Oct 2025

Drawdown Indicators


HFSFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.14%

-56.78%

+42.64%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

-9.10%

-2.68%

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 Drawdown

Current decline from peak

0.00%

-1.58%

+1.58%

Average Drawdown

Average peak-to-trough decline

-1.85%

-10.70%

+8.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

2.14%

+1.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add Hartford Schroders International Contrarian Value Fund Class F to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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