HCVAX vs. SEMNX
Compare and contrast key facts about Hartford Conservative Allocation Fund (HCVAX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
HCVAX is managed by Hartford. It was launched on May 27, 2004. SEMNX is managed by Hartford.
Performance
HCVAX vs. SEMNX - Performance Comparison
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HCVAX vs. SEMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | -1.17% | 11.09% | 8.52% | 9.63% | -13.42% | 5.38% | 8.75% | 13.79% | -3.78% | 10.07% |
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, HCVAX achieves a -1.17% return, which is significantly lower than SEMNX's 3.88% return. Over the past 10 years, HCVAX has underperformed SEMNX with an annualized return of 4.94%, while SEMNX has yielded a comparatively higher 9.33% annualized return.
HCVAX
- 1D
- 1.20%
- 1M
- -3.04%
- YTD
- -1.17%
- 6M
- 0.04%
- 1Y
- 8.71%
- 3Y*
- 8.01%
- 5Y*
- 3.24%
- 10Y*
- 4.94%
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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HCVAX vs. SEMNX - Expense Ratio Comparison
HCVAX has a 0.59% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
HCVAX vs. SEMNX — Risk / Return Rank
HCVAX
SEMNX
HCVAX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Conservative Allocation Fund (HCVAX) 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.
| HCVAX | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 2.16 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.85 | 2.73 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.41 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.78 | -0.96 |
Martin ratioReturn relative to average drawdown | 7.75 | 11.39 | -3.64 |
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 | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.16 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.21 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.51 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.25 | +0.33 |
Correlation
The correlation between HCVAX 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
HCVAX vs. SEMNX - Dividend Comparison
HCVAX's dividend yield for the trailing twelve months is around 3.23%, more than SEMNX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCVAX Hartford Conservative Allocation Fund | 3.23% | 3.19% | 2.95% | 2.54% | 2.52% | 4.72% | 1.51% | 2.52% | 3.22% | 3.01% | 1.35% | 1.66% |
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
HCVAX vs. SEMNX - Drawdown Comparison
The maximum HCVAX drawdown since its inception was -31.09%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for HCVAX and SEMNX.
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Drawdown Indicators
| HCVAX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.09% | -65.10% | +34.01% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -14.80% | +9.80% |
Max Drawdown (5Y)Largest decline over 5 years | -18.45% | -39.74% | +21.29% |
Max Drawdown (10Y)Largest decline over 10 years | -18.45% | -42.47% | +24.02% |
Current DrawdownCurrent decline from peak | -3.36% | -12.22% | +8.86% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -17.39% | +13.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 3.62% | -2.45% |
Volatility
HCVAX vs. SEMNX - Volatility Comparison
The current volatility for Hartford Conservative Allocation Fund (HCVAX) is 2.78%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that HCVAX 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
| HCVAX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 10.25% | -7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 15.23% | -11.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.85% | 19.54% | -12.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.89% | 17.65% | -10.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 18.37% | -11.67% |