HCVAX vs. SCIEX
Compare and contrast key facts about Hartford Conservative Allocation Fund (HCVAX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HCVAX is managed by Hartford. It was launched on May 27, 2004. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HCVAX vs. SCIEX - Performance Comparison
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HCVAX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | -2.35% | 11.09% | 8.52% | 9.63% | -13.42% | 5.38% | 8.75% | 13.79% | -3.78% | 10.07% |
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, HCVAX achieves a -2.35% return, which is significantly higher than SCIEX's -6.34% return. Over the past 10 years, HCVAX has underperformed SCIEX with an annualized return of 4.82%, while SCIEX has yielded a comparatively higher 9.17% annualized return.
HCVAX
- 1D
- 0.17%
- 1M
- -4.43%
- YTD
- -2.35%
- 6M
- -0.90%
- 1Y
- 7.61%
- 3Y*
- 7.58%
- 5Y*
- 3.11%
- 10Y*
- 4.82%
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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HCVAX vs. SCIEX - Expense Ratio Comparison
HCVAX has a 0.59% expense ratio, which is lower than SCIEX's 0.79% expense ratio.
Return for Risk
HCVAX vs. SCIEX — Risk / Return Rank
HCVAX
SCIEX
HCVAX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Conservative Allocation Fund (HCVAX) 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.
| HCVAX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.59 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.90 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.71 | +0.79 |
Martin ratioReturn relative to average drawdown | 6.51 | 2.67 | +3.83 |
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
| HCVAX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.59 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.30 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.54 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.35 | +0.22 |
Correlation
The correlation between HCVAX 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
HCVAX vs. SCIEX - Dividend Comparison
HCVAX's dividend yield for the trailing twelve months is around 3.27%, more than SCIEX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | 3.27% | 3.19% | 2.95% | 2.54% | 2.52% | 4.72% | 1.51% | 2.52% | 3.22% | 3.01% | 1.35% | 1.66% |
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
HCVAX vs. SCIEX - Drawdown Comparison
The maximum HCVAX drawdown since its inception was -31.09%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HCVAX and SCIEX.
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Drawdown Indicators
| HCVAX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.09% | -60.26% | +29.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -12.23% | +7.23% |
Max Drawdown (5Y)Largest decline over 5 years | -18.45% | -33.07% | +14.62% |
Max Drawdown (10Y)Largest decline over 10 years | -18.45% | -33.07% | +14.62% |
Current DrawdownCurrent decline from peak | -4.51% | -12.15% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -12.39% | +8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 3.25% | -2.09% |
Volatility
HCVAX vs. SCIEX - Volatility Comparison
The current volatility for Hartford Conservative Allocation Fund (HCVAX) is 2.40%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 7.24%. This indicates that HCVAX 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
| HCVAX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 7.24% | -4.84% |
Volatility (6M)Calculated over the trailing 6-month period | 3.96% | 11.27% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.76% | 16.97% | -10.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 16.45% | -9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.69% | 17.01% | -10.32% |