HCAYX vs. SEMNX
Compare and contrast key facts about The Hartford Capital Appreciation Fund (HCAYX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
HCAYX is managed by Hartford. It was launched on Jul 22, 1996. SEMNX is managed by Hartford.
Performance
HCAYX vs. SEMNX - Performance Comparison
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HCAYX vs. SEMNX - 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% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 3.88% | 40.36% | 7.56% | 8.80% | -22.30% | -5.11% | 23.58% | 22.12% | -15.57% | 40.87% |
Returns By Period
In the year-to-date period, HCAYX achieves a -5.70% return, which is significantly lower than SEMNX's 3.88% return. Over the past 10 years, HCAYX has outperformed SEMNX with an annualized return of 11.28%, while SEMNX has yielded a comparatively lower 9.33% 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%
SEMNX
- 1D
- 3.03%
- 1M
- -10.31%
- YTD
- 3.88%
- 6M
- 9.28%
- 1Y
- 41.21%
- 3Y*
- 17.53%
- 5Y*
- 3.71%
- 10Y*
- 9.33%
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HCAYX vs. SEMNX - Expense Ratio Comparison
HCAYX has a 0.80% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
HCAYX vs. SEMNX — Risk / Return Rank
HCAYX
SEMNX
HCAYX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Capital Appreciation Fund (HCAYX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX). 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 | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 2.16 | -1.54 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.73 | -1.71 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.41 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.78 | -1.79 |
Martin ratioReturn relative to average drawdown | 4.23 | 11.39 | -7.16 |
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 | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 2.16 | -1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.21 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.51 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.25 | +0.35 |
Correlation
The correlation between HCAYX and SEMNX is 0.73, 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. SEMNX - Dividend Comparison
HCAYX's dividend yield for the trailing twelve months is around 5.83%, more than SEMNX's 1.52% 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% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 1.52% | 1.58% | 1.16% | 1.33% | 1.86% | 1.21% | 0.77% | 2.17% | 1.22% | 0.82% | 0.94% | 0.94% |
Drawdowns
HCAYX vs. SEMNX - Drawdown Comparison
The maximum HCAYX drawdown since its inception was -59.00%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for HCAYX and SEMNX.
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Drawdown Indicators
| HCAYX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.00% | -65.10% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -14.80% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -39.74% | +13.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -42.47% | +6.16% |
Current DrawdownCurrent decline from peak | -7.43% | -12.22% | +4.79% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -17.39% | +6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.62% | -0.80% |
Volatility
HCAYX vs. SEMNX - Volatility Comparison
The current volatility for The Hartford Capital Appreciation Fund (HCAYX) is 5.58%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that HCAYX experiences smaller price fluctuations and is considered to be less risky than SEMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCAYX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 10.25% | -4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 15.23% | -5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 19.54% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 17.65% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 18.37% | -0.34% |