Hartford Schroders International Stock Fund Class I (SCIEX)
The fund normally invests at least 65% of its total assets in equity securities of companies outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.
Fund Info
ISIN | US41665H4902 |
---|---|
CUSIP | 41665H490 |
Issuer | Hartford |
Inception Date | Dec 19, 1985 |
Category | Foreign Large Cap Equities |
Min. Investment | $2,000 |
Home Page | www.hartfordfunds.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SCIEX features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SCIEX vs. DFAX, SCIEX vs. FSPSX, SCIEX vs. FIVFX, SCIEX vs. FMIJX, SCIEX vs. VEA, SCIEX vs. VTIAX, SCIEX vs. SPY, SCIEX vs. IEFA, SCIEX vs. VTPSX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hartford Schroders International Stock Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Hartford Schroders International Stock Fund Class I had a return of 7.45% year-to-date (YTD) and 15.26% in the last 12 months. Over the past 10 years, Hartford Schroders International Stock Fund Class I had an annualized return of 5.64%, while the S&P 500 had an annualized return of 11.39%, indicating that Hartford Schroders International Stock Fund Class I did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.45% | 25.48% |
1 month | -5.64% | 2.14% |
6 months | -1.16% | 12.76% |
1 year | 15.26% | 33.14% |
5 years (annualized) | 8.15% | 13.96% |
10 years (annualized) | 5.64% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SCIEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.60% | 3.69% | 1.81% | -2.23% | 4.51% | -0.06% | 3.31% | 2.88% | 0.11% | -3.95% | 7.45% | ||
2023 | 9.51% | -2.98% | 4.25% | 1.13% | -2.04% | 3.10% | 1.41% | -4.42% | -4.49% | -2.39% | 9.37% | 4.67% | 17.02% |
2022 | -3.50% | -4.09% | -0.30% | -7.78% | 0.52% | -9.04% | 5.00% | -6.06% | -9.78% | 6.27% | 13.38% | -2.62% | -18.76% |
2021 | 0.12% | 2.31% | 1.72% | 2.04% | 3.54% | -0.83% | -0.39% | 2.57% | -3.54% | 4.40% | -4.60% | 3.12% | 10.51% |
2020 | -2.95% | -5.53% | -13.20% | 8.36% | 7.72% | 4.80% | 6.53% | 4.89% | -2.23% | -2.49% | 13.64% | 5.99% | 24.91% |
2019 | 6.64% | 2.81% | 1.28% | 3.37% | -6.60% | 6.81% | -1.47% | -2.57% | 1.87% | 4.51% | 2.48% | 4.38% | 25.18% |
2018 | 6.12% | -6.41% | 0.00% | 0.84% | -0.53% | -1.67% | 3.16% | -2.24% | 0.76% | -8.27% | 1.82% | -11.76% | -17.96% |
2017 | 5.13% | 0.09% | 3.59% | 2.84% | 3.80% | -0.08% | 3.16% | 1.69% | 2.78% | 1.93% | 0.30% | 1.19% | 29.70% |
2016 | -5.53% | -2.68% | 6.12% | 1.44% | 0.19% | -3.03% | 4.58% | 0.84% | 1.02% | -2.11% | -3.09% | 1.48% | -1.37% |
2015 | 0.74% | 5.60% | -1.13% | 3.08% | 0.68% | -3.39% | 0.61% | -7.32% | -3.48% | 7.31% | -0.82% | -1.17% | -0.17% |
2014 | -4.83% | 5.07% | -1.56% | 1.50% | 1.56% | 0.32% | -1.37% | 0.90% | -2.58% | -1.66% | 1.52% | -7.96% | -9.31% |
2013 | 4.35% | -1.48% | 0.09% | 3.67% | -1.45% | -2.67% | 6.33% | -2.67% | 6.30% | 3.44% | 1.08% | 1.64% | 19.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCIEX is 28, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class I (SCIEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Schroders International Stock Fund Class I provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.21 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.21 | $0.21 | $0.20 | $0.21 | $0.05 | $0.16 | $0.17 | $0.16 | $0.18 | $0.13 | $0.29 | $0.15 |
Dividend yield | 1.18% | 1.27% | 1.37% | 1.17% | 0.32% | 1.23% | 1.61% | 1.19% | 1.77% | 1.24% | 2.68% | 1.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Schroders International Stock Fund Class I. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
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 | $0.21 | $0.21 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2013 | $0.15 | $0.15 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Schroders International Stock Fund Class I. 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 I was 76.48%, occurring on Mar 12, 2003. Recovery took 4381 trading sessions.
The current Hartford Schroders International Stock Fund Class I drawdown is 6.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-76.48% | Sep 6, 1994 | 2186 | Mar 12, 2003 | 4381 | Aug 12, 2020 | 6567 |
-33.59% | Nov 9, 2021 | 222 | Sep 27, 2022 | 444 | Jul 5, 2024 | 666 |
-28.17% | Jul 19, 1990 | 283 | Aug 19, 1991 | 557 | Oct 6, 1993 | 840 |
-11.76% | Feb 7, 1990 | 39 | Apr 2, 1990 | 61 | Jun 26, 1990 | 100 |
-8.11% | Feb 7, 1994 | 42 | Apr 5, 1994 | 108 | Sep 2, 1994 | 150 |
Volatility
Volatility Chart
The current Hartford Schroders International Stock Fund Class I volatility is 3.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.