HCAYX vs. SCIEX
Compare and contrast key facts about The Hartford Capital Appreciation Fund (HCAYX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HCAYX is managed by Hartford. It was launched on Jul 22, 1996. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HCAYX vs. SCIEX - Performance Comparison
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HCAYX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | -5.70% | 10.66% | 20.31% | 19.24% | -17.64% | 15.56% | 21.14% | 35.95% | -4.83% | 21.82% |
SCIEX Hartford Schroders International Stock Fund Class I | -3.42% | 25.98% | 5.89% | 17.02% | -18.76% | 11.38% | 24.91% | 25.18% | -12.38% | 29.69% |
Returns By Period
In the year-to-date period, HCAYX achieves a -5.70% return, which is significantly lower than SCIEX's -3.42% return. Over the past 10 years, HCAYX has outperformed SCIEX with an annualized return of 11.28%, while SCIEX has yielded a comparatively lower 9.50% annualized return.
HCAYX
- 1D
- 2.97%
- 1M
- -5.94%
- YTD
- -5.70%
- 6M
- -3.96%
- 1Y
- 10.88%
- 3Y*
- 12.41%
- 5Y*
- 6.09%
- 10Y*
- 11.28%
SCIEX
- 1D
- 3.11%
- 1M
- -7.53%
- YTD
- -3.42%
- 6M
- -1.69%
- 1Y
- 14.59%
- 3Y*
- 10.83%
- 5Y*
- 5.23%
- 10Y*
- 9.50%
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HCAYX vs. SCIEX - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is higher than SCIEX's 0.79% expense ratio.
Return for Risk
HCAYX vs. SCIEX — Risk / Return Rank
HCAYX
SCIEX
HCAYX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) and Hartford Schroders International Stock Fund Class I (SCIEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HCAYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.84 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.23 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.09 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.23 | 4.10 | +0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HCAYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.84 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.32 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.56 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.35 | +0.25 |
Correlation
The correlation between HCAYX and SCIEX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HCAYX vs. SCIEX - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 5.83%, more than SCIEX's 2.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCAYX The Hartford Capital Appreciation Fund | 5.83% | 5.50% | 7.89% | 0.41% | 4.97% | 13.12% | 4.31% | 7.95% | 16.29% | 13.10% | 0.73% | 8.62% |
SCIEX Hartford Schroders International Stock Fund Class I | 2.84% | 2.74% | 0.00% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% |
Drawdowns
HCAYX vs. SCIEX - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, roughly equal to the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HCAYX and SCIEX.
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Drawdown Indicators
| HCAYX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -60.26% | +1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -12.23% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -33.07% | +6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -33.07% | -3.24% |
Current DrawdownCurrent decline from peak | -7.43% | -9.41% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -12.39% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.26% | -0.44% |
Volatility
HCAYX vs. SCIEX - Volatility Comparison
The current volatility for The Hartford Capital Appreciation Fund (HCAYX) is 5.58%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 7.96%. This indicates that HCAYX experiences smaller price fluctuations and is considered to be less risky than SCIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCAYX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 7.96% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 11.68% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 17.21% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 16.50% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 17.03% | +1.00% |