HCKAX vs. SCIEX
Compare and contrast key facts about Hartford Checks and Balances Fund (HCKAX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HCKAX is managed by Hartford. It was launched on May 30, 2007. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HCKAX vs. SCIEX - Performance Comparison
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HCKAX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | -4.65% | 11.51% | 12.99% | 13.00% | -13.28% | 14.28% | 13.06% | 22.40% | -3.65% | 14.54% |
SCIEX Hartford Schroders International Stock Fund Class I | -6.34% | 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, HCKAX achieves a -4.65% return, which is significantly higher than SCIEX's -6.34% return. Over the past 10 years, HCKAX has underperformed SCIEX with an annualized return of 8.17%, while SCIEX has yielded a comparatively higher 9.17% annualized return.
HCKAX
- 1D
- -0.13%
- 1M
- -6.27%
- YTD
- -4.65%
- 6M
- -2.17%
- 1Y
- 7.28%
- 3Y*
- 9.56%
- 5Y*
- 5.31%
- 10Y*
- 8.17%
SCIEX
- 1D
- 0.10%
- 1M
- -12.11%
- YTD
- -6.34%
- 6M
- -3.91%
- 1Y
- 10.89%
- 3Y*
- 9.70%
- 5Y*
- 4.89%
- 10Y*
- 9.17%
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HCKAX vs. SCIEX - Expense Ratio Comparison
HCKAX has a 0.37% expense ratio, which is lower than SCIEX's 0.79% expense ratio.
Return for Risk
HCKAX vs. SCIEX — Risk / Return Rank
HCKAX
SCIEX
HCKAX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Checks and Balances Fund (HCKAX) 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.
| HCKAX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.59 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.90 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.71 | +0.15 |
Martin ratioReturn relative to average drawdown | 3.85 | 2.67 | +1.18 |
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
| HCKAX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.59 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.30 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.54 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.35 | +0.16 |
Correlation
The correlation between HCKAX and SCIEX is 0.81, 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
HCKAX vs. SCIEX - Dividend Comparison
HCKAX's dividend yield for the trailing twelve months is around 7.79%, more than SCIEX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 7.79% | 7.43% | 5.85% | 4.57% | 8.94% | 6.33% | 4.41% | 7.45% | 10.66% | 13.93% | 8.70% | 12.58% |
SCIEX Hartford Schroders International Stock Fund Class I | 2.92% | 2.74% | 0.00% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% |
Drawdowns
HCKAX vs. SCIEX - Drawdown Comparison
The maximum HCKAX drawdown since its inception was -41.69%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HCKAX and SCIEX.
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Drawdown Indicators
| HCKAX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -60.26% | +18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -12.23% | +4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -33.07% | +12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -26.91% | -33.07% | +6.16% |
Current DrawdownCurrent decline from peak | -6.45% | -12.15% | +5.70% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -12.39% | +7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.25% | -1.44% |
Volatility
HCKAX vs. SCIEX - Volatility Comparison
The current volatility for Hartford Checks and Balances Fund (HCKAX) is 3.16%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 7.24%. This indicates that HCKAX 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
| HCKAX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 7.24% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 5.96% | 11.27% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.21% | 16.97% | -5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 16.45% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 17.01% | -5.46% |