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HHMIX vs. SEMNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HHMIX vs. SEMNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Municipal Opportunities Fund (HHMIX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX). The values are adjusted to include any dividend payments, if applicable.

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HHMIX vs. SEMNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HHMIX
Hartford Municipal Opportunities Fund
-0.14%5.70%2.14%5.92%-8.97%1.73%4.66%7.89%1.35%5.74%
SEMNX
Hartford Schroders Emerging Markets Equity Fund Class I
5.93%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, HHMIX achieves a -0.14% return, which is significantly lower than SEMNX's 5.93% return. Over the past 10 years, HHMIX has underperformed SEMNX with an annualized return of 2.33%, while SEMNX has yielded a comparatively higher 9.54% annualized return.


HHMIX

1D
0.24%
1M
-1.53%
YTD
-0.14%
6M
1.19%
1Y
4.09%
3Y*
3.68%
5Y*
1.14%
10Y*
2.33%

SEMNX

1D
1.97%
1M
-3.11%
YTD
5.93%
6M
10.49%
1Y
43.66%
3Y*
18.30%
5Y*
4.11%
10Y*
9.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HHMIX vs. SEMNX - Expense Ratio Comparison

HHMIX has a 0.44% expense ratio, which is lower than SEMNX's 1.23% expense ratio.


Return for Risk

HHMIX vs. SEMNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HHMIX
HHMIX Risk / Return Rank: 4646
Overall Rank
HHMIX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HHMIX Sortino Ratio Rank: 4343
Sortino Ratio Rank
HHMIX Omega Ratio Rank: 7171
Omega Ratio Rank
HHMIX Calmar Ratio Rank: 3333
Calmar Ratio Rank
HHMIX Martin Ratio Rank: 3434
Martin Ratio Rank

SEMNX
SEMNX Risk / Return Rank: 9292
Overall Rank
SEMNX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SEMNX Sortino Ratio Rank: 9191
Sortino Ratio Rank
SEMNX Omega Ratio Rank: 9090
Omega Ratio Rank
SEMNX Calmar Ratio Rank: 9292
Calmar Ratio Rank
SEMNX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HHMIX vs. SEMNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Municipal Opportunities Fund (HHMIX) 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.


HHMIXSEMNXDifference

Sharpe ratio

Return per unit of total volatility

1.10

2.25

-1.16

Sortino ratio

Return per unit of downside risk

1.48

2.83

-1.34

Omega ratio

Gain probability vs. loss probability

1.30

1.43

-0.13

Calmar ratio

Return relative to maximum drawdown

1.24

3.03

-1.79

Martin ratio

Return relative to average drawdown

4.62

12.19

-7.57

HHMIX vs. SEMNX - Sharpe Ratio Comparison

The current HHMIX Sharpe Ratio is 1.10, which is lower than the SEMNX Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of HHMIX and SEMNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HHMIXSEMNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

2.25

-1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.23

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.52

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.26

+0.43

Correlation

The correlation between HHMIX and SEMNX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

HHMIX vs. SEMNX - Dividend Comparison

HHMIX's dividend yield for the trailing twelve months is around 3.39%, more than SEMNX's 1.49% yield.


TTM20252024202320222021202020192018201720162015
HHMIX
Hartford Municipal Opportunities Fund
3.39%4.40%2.72%2.41%2.28%1.72%2.17%2.83%2.86%2.98%2.77%3.04%
SEMNX
Hartford Schroders Emerging Markets Equity Fund Class I
1.49%1.58%1.16%1.33%1.86%1.21%0.77%2.17%1.22%0.82%0.94%0.94%

Drawdowns

HHMIX vs. SEMNX - Drawdown Comparison

The maximum HHMIX drawdown since its inception was -30.49%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for HHMIX and SEMNX.


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Drawdown Indicators


HHMIXSEMNXDifference

Max Drawdown

Largest peak-to-trough decline

-30.49%

-65.10%

+34.61%

Max Drawdown (1Y)

Largest decline over 1 year

-3.59%

-14.80%

+11.21%

Max Drawdown (5Y)

Largest decline over 5 years

-13.76%

-39.74%

+25.98%

Max Drawdown (10Y)

Largest decline over 10 years

-13.76%

-42.47%

+28.71%

Current Drawdown

Current decline from peak

-2.34%

-10.49%

+8.15%

Average Drawdown

Average peak-to-trough decline

-3.90%

-17.39%

+13.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

3.68%

-2.71%

Volatility

HHMIX vs. SEMNX - Volatility Comparison

The current volatility for Hartford Municipal Opportunities Fund (HHMIX) is 0.94%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 8.92%. This indicates that HHMIX 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


HHMIXSEMNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.94%

8.92%

-7.98%

Volatility (6M)

Calculated over the trailing 6-month period

1.60%

15.34%

-13.74%

Volatility (1Y)

Calculated over the trailing 1-year period

3.76%

19.61%

-15.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.29%

17.67%

-14.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.56%

18.37%

-14.81%