HCKAX vs. SEMNX
Compare and contrast key facts about Hartford Checks and Balances Fund (HCKAX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
HCKAX is managed by Hartford. It was launched on May 30, 2007. SEMNX is managed by Hartford.
Performance
HCKAX vs. SEMNX - Performance Comparison
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HCKAX vs. SEMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | -2.91% | 11.51% | 12.99% | 13.00% | -13.28% | 14.28% | 13.06% | 22.40% | -3.65% | 14.54% |
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, HCKAX achieves a -2.91% return, which is significantly lower than SEMNX's 3.88% return. Over the past 10 years, HCKAX has underperformed SEMNX with an annualized return of 8.37%, while SEMNX has yielded a comparatively higher 9.33% annualized return.
HCKAX
- 1D
- 1.83%
- 1M
- -4.38%
- YTD
- -2.91%
- 6M
- -0.75%
- 1Y
- 9.01%
- 3Y*
- 10.22%
- 5Y*
- 5.51%
- 10Y*
- 8.37%
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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HCKAX vs. SEMNX - Expense Ratio Comparison
HCKAX has a 0.37% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
HCKAX vs. SEMNX — Risk / Return Rank
HCKAX
SEMNX
HCKAX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Checks and Balances Fund (HCKAX) 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.
| HCKAX | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 2.16 | -1.34 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.73 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.41 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.78 | -1.55 |
Martin ratioReturn relative to average drawdown | 5.41 | 11.39 | -5.98 |
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 | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 2.16 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.21 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.51 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.25 | +0.26 |
Correlation
The correlation between HCKAX and SEMNX 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
HCKAX vs. SEMNX - Dividend Comparison
HCKAX's dividend yield for the trailing twelve months is around 7.65%, more than SEMNX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCKAX Hartford Checks and Balances Fund | 7.65% | 7.43% | 5.85% | 4.57% | 8.94% | 6.33% | 4.41% | 7.45% | 10.66% | 13.93% | 8.70% | 12.58% |
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
HCKAX vs. SEMNX - Drawdown Comparison
The maximum HCKAX drawdown since its inception was -41.69%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for HCKAX and SEMNX.
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Drawdown Indicators
| HCKAX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -65.10% | +23.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -14.80% | +6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -39.74% | +19.45% |
Max Drawdown (10Y)Largest decline over 10 years | -26.91% | -42.47% | +15.56% |
Current DrawdownCurrent decline from peak | -4.74% | -12.22% | +7.48% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -17.39% | +12.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 3.62% | -1.79% |
Volatility
HCKAX vs. SEMNX - Volatility Comparison
The current volatility for Hartford Checks and Balances Fund (HCKAX) is 3.80%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that HCKAX 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
| HCKAX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 10.25% | -6.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 15.23% | -9.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 19.54% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 17.65% | -6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.56% | 18.37% | -6.81% |