- ISIN
- US41665H4589
- CUSIP
- 41665H458
- Issuer
- Hartford
- Inception Date
- Oct 24, 2016
- Category
- Foreign Large Cap Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HSWYX Performance Chart
Hartford Schroders International Stock Fund Class Y (HSWYX) is up 9.0% since the beginning of the year. HSWYX is currently trading at $24 per share. Investors who bought $1,000 worth of HSWYX shares 5 years ago would now be looking at an investment worth $1,440.
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Returns By Period
Hartford Schroders International Stock Fund Class Y (HSWYX) has returned 8.99% so far this year and 20.61% over the past 12 months.
Hartford Schroders International Stock Fund Class Y
- 1D
- 1.42%
- 1M
- 3.14%
- YTD
- 8.99%
- 6M
- 9.82%
- 1Y
- 20.61%
- 3Y*
- 14.53%
- 5Y*
- 7.56%
- 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%
HSWYX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2017, HSWYX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +13.6%, while the worst month was Mar 2020 at -13.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, HSWYX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.4%, while the worst single day was Mar 16, 2020 at -9.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.58% | 3.86% | -9.34% | 6.25% | 4.40% | 1.72% | 8.99% | ||||||
| 2025 | 4.86% | 1.83% | -0.37% | 2.18% | 5.93% | 2.55% | -2.82% | 4.09% | 2.79% | 2.26% | -1.31% | 1.68% | 25.99% |
| 2024 | -0.60% | 3.67% | 1.80% | -2.23% | 4.55% | -0.11% | 3.35% | 2.87% | 0.05% | -3.94% | -0.27% | -1.66% | 7.35% |
| 2023 | 9.55% | -3.03% | 4.30% | 1.06% | -2.04% | 3.15% | 1.35% | -4.35% | -4.48% | -2.44% | 9.41% | 4.62% | 17.00% |
| 2022 | -3.49% | -4.08% | -0.30% | -7.81% | 0.52% | -9.01% | 5.06% | -6.17% | -9.76% | 6.33% | 13.41% | -2.68% | -18.76% |
| 2021 | 0.12% | 2.30% | 1.71% | 2.03% | 3.59% | -0.83% | -0.39% | 2.51% | -3.53% | 4.39% | -4.58% | 3.92% | 11.34% |
Benchmark Metrics
Hartford Schroders International Stock Fund Class Y has an annualized alpha of 0.67%, beta of 0.80, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since January 03, 2017.
- This fund participated in 89.01% of S&P 500 Index downside but only 82.47% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.67%
- Beta
- 0.80
- R²
- 0.73
- Upside Capture
- 82.47%
- Downside Capture
- 89.01%
Expense Ratio
HSWYX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HSWYX ranks 22 for risk / return — below 22% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class Y (HSWYX) 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.
| HSWYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.78 | -1.18 |
| Martin ratioReturn relative to average drawdown | 5.71 | 12.44 | -6.73 |
Dividends
Dividend History
Hartford Schroders International Stock Fund Class Y provided a 2.49% dividend yield over the last twelve months, with an annual payout of $0.59 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.59 | $0.59 | $0.24 | $0.21 | $0.20 | $0.35 | $0.05 | $0.14 | $0.93 | $0.17 |
Dividend yield | 2.49% | 2.72% | 1.36% | 1.23% | 1.37% | 1.95% | 0.32% | 1.08% | 8.65% | 1.25% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Schroders International Stock 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 | $0.59 | $0.59 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
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 Stock 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 Stock Fund Class Y was 33.12%, occurring on Sep 27, 2022. Recovery took 410 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -33.12%Sep 2022 | 10mo 22d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
COVID crash2020 | -31.56%Mar 2020 | 2mo 2d | 3mo 24d | 5mo 26dJan 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -21.20%Dec 2018 | 10mo 29d | 11mo 24d | 1y 10moJan 2018 - Dec 2019 |
2025 selloff2025 | -13.59%Apr 2025 | 19d | 24d | 1mo 13dMar 2025 - May 2025 |
2026 correction2026 | -12.23%Mar 2026 | 28d | 2mo 2d | 3moFeb 2026 - May 2026 |
Drawdown Indicators
| HSWYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -56.78% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -9.10% | -3.13% |
Max Drawdown (3Y)Largest decline over 3 years | -13.59% | -18.90% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -33.12% | -25.43% | -7.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -10.71% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.03% | +1.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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