HERIX vs. EMPTX
Compare and contrast key facts about Hartford Emerging Markets Equity Fund (HERIX) and UBS Emerging Markets Equity Opportunity Fund (EMPTX).
HERIX is managed by Hartford. It was launched on May 30, 2011. EMPTX is managed by UBS. It was launched on May 30, 2018.
Performance
HERIX vs. EMPTX - Performance Comparison
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HERIX vs. EMPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 5.68% | 29.11% | 10.97% | 16.56% | -21.76% | 5.58% | 10.12% | 18.67% | -15.79% |
EMPTX UBS Emerging Markets Equity Opportunity Fund | 2.95% | 43.82% | 2.51% | 8.92% | -25.38% | -9.36% | 24.79% | 14.98% | 0.55% |
Returns By Period
In the year-to-date period, HERIX achieves a 5.68% return, which is significantly higher than EMPTX's 2.95% return.
HERIX
- 1D
- 2.72%
- 1M
- -8.55%
- YTD
- 5.68%
- 6M
- 8.35%
- 1Y
- 31.28%
- 3Y*
- 18.33%
- 5Y*
- 6.12%
- 10Y*
- 9.24%
EMPTX
- 1D
- 3.14%
- 1M
- -9.75%
- YTD
- 2.95%
- 6M
- 8.93%
- 1Y
- 38.76%
- 3Y*
- 17.16%
- 5Y*
- 1.70%
- 10Y*
- —
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HERIX vs. EMPTX - Expense Ratio Comparison
HERIX has a 1.16% expense ratio, which is higher than EMPTX's 0.19% expense ratio.
Return for Risk
HERIX vs. EMPTX — Risk / Return Rank
HERIX
EMPTX
HERIX vs. EMPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Equity Fund (HERIX) and UBS Emerging Markets Equity Opportunity Fund (EMPTX). 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.
| HERIX | EMPTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 2.26 | -0.43 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.84 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.43 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.42 | +0.04 |
Martin ratioReturn relative to average drawdown | 9.12 | 9.35 | -0.23 |
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
| HERIX | EMPTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 2.26 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.09 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.33 | -0.07 |
Correlation
The correlation between HERIX and EMPTX is 0.79, 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
HERIX vs. EMPTX - Dividend Comparison
HERIX's dividend yield for the trailing twelve months is around 5.08%, more than EMPTX's 1.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 5.08% | 5.37% | 0.00% | 3.82% | 3.73% | 2.17% | 1.14% | 3.16% | 2.26% | 1.57% | 1.44% | 4.09% |
EMPTX UBS Emerging Markets Equity Opportunity Fund | 1.86% | 1.91% | 3.40% | 3.20% | 3.84% | 11.93% | 1.50% | 2.75% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
HERIX vs. EMPTX - Drawdown Comparison
The maximum HERIX drawdown since its inception was -39.70%, smaller than the maximum EMPTX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for HERIX and EMPTX.
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Drawdown Indicators
| HERIX | EMPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.70% | -46.03% | +6.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -14.50% | +1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -41.73% | +6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -39.70% | — | — |
Current DrawdownCurrent decline from peak | -10.41% | -11.81% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -18.72% | +5.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.94% | -0.50% |
Volatility
HERIX vs. EMPTX - Volatility Comparison
The current volatility for Hartford Emerging Markets Equity Fund (HERIX) is 9.15%, while UBS Emerging Markets Equity Opportunity Fund (EMPTX) has a volatility of 9.66%. This indicates that HERIX experiences smaller price fluctuations and is considered to be less risky than EMPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HERIX | EMPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 9.66% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 13.96% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 18.98% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 18.90% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 19.24% | -1.94% |