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Hartford Schroders International Contrarian Value ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hartford Schroders International Contrarian Value Fund Class F, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Hartford Schroders International Contrarian Value Fund Class F (HFSFX) has returned -1.15% so far this year and 25.64% over the past 12 months.


Hartford Schroders International Contrarian Value Fund Class F

1D
0.31%
1M
-9.37%
YTD
-1.15%
6M
5.60%
1Y
25.64%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 3, 2025, HFSFX's average daily return is +0.12%, while the average monthly return is +2.45%. At this rate, your investment would double in approximately 2.4 years.

Historically, 87% of months were positive and 13% were negative. The best month was Jan 2025 with a return of +5.5%, while the worst month was Mar 2026 at -9.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, HFSFX closed higher 58% 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%-9.37%-1.15%
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 30.73%, beta of 0.55, and R² of 0.39 versus S&P 500 Index. Calculated based on daily prices since January 07, 2025.

  • This fund captured 118.96% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -63.74%) — a profile typical of hedging or uncorrelated assets.
  • Beta of 0.55 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
30.73%
Beta
0.55
0.39
Upside Capture
118.96%
Downside Capture
-63.74%

Expense Ratio

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


Return for Risk

Risk / Return Rank

HFSFX ranks 80 for risk / return — in the top 80% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


HFSFX Risk / Return Rank: 8080
Overall Rank
HFSFX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
HFSFX Sortino Ratio Rank: 8181
Sortino Ratio Rank
HFSFX Omega Ratio Rank: 7777
Omega Ratio Rank
HFSFX Calmar Ratio Rank: 8181
Calmar Ratio Rank
HFSFX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hartford Schroders International Contrarian Value Fund Class F (HFSFX) and compare them to a chosen benchmark (S&P 500 Index).


HFSFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.57

0.90

+0.67

Sortino ratio

Return per unit of downside risk

2.10

1.39

+0.71

Omega ratio

Gain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratio

Return relative to maximum drawdown

2.00

1.40

+0.60

Martin ratio

Return relative to average drawdown

7.68

6.61

+1.07

Explore HFSFX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Hartford Schroders International Contrarian Value Fund Class F provided a 6.53% 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

6.53%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
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.

The current Hartford Schroders International Contrarian Value Fund Class F drawdown is 10.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.14%Mar 19, 202514Apr 8, 202514Apr 29, 202528
-11.78%Feb 26, 202617Mar 20, 2026
-4.8%Nov 13, 20256Nov 20, 20257Dec 2, 202513
-4.23%Jul 28, 20254Jul 31, 20258Aug 12, 202512
-3.3%Oct 6, 20255Oct 10, 202511Oct 27, 202516

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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