HERIX vs. SCIEX
Compare and contrast key facts about Hartford Emerging Markets Equity Fund (HERIX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HERIX is managed by Hartford. It was launched on May 30, 2011. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HERIX vs. SCIEX - Performance Comparison
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HERIX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 2.88% | 29.11% | 10.97% | 16.56% | -21.76% | 5.58% | 10.12% | 18.67% | -16.04% | 41.83% |
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, HERIX achieves a 2.88% return, which is significantly higher than SCIEX's -6.34% return. Both investments have delivered pretty close results over the past 10 years, with HERIX having a 8.95% annualized return and SCIEX not far ahead at 9.17%.
HERIX
- 1D
- -0.95%
- 1M
- -11.86%
- YTD
- 2.88%
- 6M
- 6.33%
- 1Y
- 28.43%
- 3Y*
- 17.27%
- 5Y*
- 5.84%
- 10Y*
- 8.95%
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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HERIX vs. SCIEX - Expense Ratio Comparison
HERIX has a 1.16% expense ratio, which is higher than SCIEX's 0.79% expense ratio.
Return for Risk
HERIX vs. SCIEX — Risk / Return Rank
HERIX
SCIEX
HERIX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Equity Fund (HERIX) 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.
| HERIX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.59 | +1.03 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.90 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.12 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.71 | +1.31 |
Martin ratioReturn relative to average drawdown | 7.65 | 2.67 | +4.98 |
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
| HERIX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.59 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.30 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.35 | -0.10 |
Correlation
The correlation between HERIX and SCIEX is 0.77, 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. SCIEX - Dividend Comparison
HERIX's dividend yield for the trailing twelve months is around 5.22%, more than SCIEX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HERIX Hartford Emerging Markets Equity Fund | 5.22% | 5.37% | 0.00% | 3.82% | 3.73% | 2.17% | 1.14% | 3.16% | 2.26% | 1.57% | 1.44% | 4.09% |
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
HERIX vs. SCIEX - Drawdown Comparison
The maximum HERIX drawdown since its inception was -39.70%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HERIX and SCIEX.
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Drawdown Indicators
| HERIX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.70% | -60.26% | +20.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -12.23% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -33.07% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -39.70% | -33.07% | -6.63% |
Current DrawdownCurrent decline from peak | -12.78% | -12.15% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -12.39% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.25% | +0.13% |
Volatility
HERIX vs. SCIEX - Volatility Comparison
Hartford Emerging Markets Equity Fund (HERIX) has a higher volatility of 8.55% compared to Hartford Schroders International Stock Fund Class I (SCIEX) at 7.24%. This indicates that HERIX's price experiences larger fluctuations and is considered to be riskier 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
| HERIX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 7.24% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 11.27% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 16.97% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 16.45% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 17.01% | +0.27% |