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ISIN
US41665H4902
CUSIP
41665H490
Issuer
Hartford
Inception Date
Dec 19, 1985
Min. Investment
$2,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

SCIEX Performance Chart

Hartford Schroders International Stock Fund Class I (SCIEX) is up 9.0% since the beginning of the year. SCIEX is currently trading at $24 per share. Investors who bought $1,000 worth of SCIEX shares 5 years ago would now be looking at an investment worth $1,421.


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S&P 500 Index

Returns By Period

Hartford Schroders International Stock Fund Class I (SCIEX) has returned 8.97% so far this year and 20.60% over the past 12 months. Over the last ten years, SCIEX has returned 10.62% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Hartford Schroders International Stock Fund Class I

1D
1.38%
1M
3.15%
YTD
8.97%
6M
9.77%
1Y
20.60%
3Y*
14.01%
5Y*
7.28%
10Y*
10.62%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCIEX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1990, SCIEX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +15.9%, while the worst month was Oct 2008 at -22.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SCIEX closed higher 51% of trading days. The best single day was Oct 28, 2008 with a return of +10.9%, while the worst single day was Oct 15, 2008 at -10.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.59%3.88%-9.38%6.27%4.42%1.68%8.97%
20254.82%1.89%-0.37%2.13%5.95%2.56%-2.83%4.10%2.80%2.22%-1.27%1.65%25.98%
2024-0.60%3.69%1.81%-2.23%4.51%-0.06%3.31%2.88%0.11%-3.95%-0.33%-2.97%5.89%
20239.51%-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%
20210.12%2.31%1.72%2.04%3.54%-0.83%-0.39%2.57%-3.54%4.40%-4.60%3.93%11.38%

Benchmark Metrics

Hartford Schroders International Stock Fund Class I has an annualized alpha of 0.98%, beta of 0.70, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.

  • This fund participated in 89.63% of S&P 500 Index downside but only 80.66% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.70 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.98%
Beta
0.70
0.50
Upside Capture
80.66%
Downside Capture
89.63%

Expense Ratio

SCIEX has an expense ratio of 0.79%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SCIEX 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.


SCIEX Risk / Return Rank: 2222
Overall Rank
SCIEX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SCIEX Sortino Ratio Rank: 2121
Sortino Ratio Rank
SCIEX Omega Ratio Rank: 2222
Omega Ratio Rank
SCIEX Calmar Ratio Rank: 2222
Calmar Ratio Rank
SCIEX Martin Ratio Rank: 2626
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 Stock Fund Class I (SCIEX) 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.


SCIEXBenchmarkDifference
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

1.60

2.78

-1.18

Martin ratioReturn relative to average drawdown

5.72

12.44

-6.72

Dividends

Dividend History

Hartford Schroders International Stock Fund Class I provided a 2.51% dividend yield over the last twelve months, with an annual payout of $0.59 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.59$0.59$0.00$0.21$0.20$0.35$0.05$0.16$0.92$0.16$0.18$0.13

Dividend yield

2.51%2.74%0.00%1.27%1.37%1.95%0.32%1.22%8.64%1.18%1.77%1.24%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.00$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$0.35$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 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 60.26%, occurring on Mar 9, 2009. Recovery took 1208 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-60.26%Mar 2009
1y 4mo4y 9mo
6y 1moNov 2007 - Dec 2013
2003 bear market2003
-54.55%Mar 2003
3y 5d2y 9mo
5y 9moMar 2000 - Dec 2005
Bear market2022
-33.07%Sep 2022
10mo 22d1y 7mo
2y 6moNov 2021 - May 2024
COVID crash2020
-31.58%Mar 2020
2mo 2d3mo 24d
5mo 26dJan 2020 - Jul 2020
1998 bear market1998
-22.70%Oct 1998
2mo 16d6mo 24d
9mo 10dJul 1998 - Apr 1999

Drawdown Indicators


SCIEXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.26%

-56.78%

-3.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

-9.10%

-3.13%

Max Drawdown (3Y)

Largest decline over 3 years

-13.63%

-18.90%

+5.27%

Max Drawdown (5Y)

Largest decline over 5 years

-33.07%

-25.43%

-7.64%

Max Drawdown (10Y)

Largest decline over 10 years

-33.07%

-33.92%

+0.85%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-12.33%

-10.71%

-1.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

2.03%

+1.39%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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