HIACX vs. SCIEX

Last updated Aug 1, 2026

HIACX (Hartford Capital Appreciation HLS Fund) and SCIEX (Hartford Schroders International Stock Fund Class I) are both mutual funds - HIACX is a Large Cap Blend Equities fund managed by Hartford, while SCIEX is a Foreign Large Cap Equities fund managed by Hartford. Over the past 10 years, HIACX returned 12.11%/yr vs 10.50%/yr for SCIEX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. HIACX charges 0.67%/yr vs 0.79%/yr for SCIEX.

Performance

HIACX vs. SCIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Capital Appreciation HLS Fund (HIACX) and Hartford Schroders International Stock Fund Class I (SCIEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HIACX achieves a 5.35% return, which is significantly lower than SCIEX's 9.90% return. Over the past 10 years, HIACX has outperformed SCIEX with an annualized return of 12.11%, while SCIEX has yielded a comparatively lower 10.50% annualized return.

HIACX

• 1D: 1.43%
• 1M: -1.39%
• 6M: 4.53%
• YTD: 5.35%
• 1Y: 16.00%
• 3Y*: 14.57%
• 5Y*: 8.58%
• 10Y*: 12.11%
• ALL TIME*: 15.32%

SCIEX

• 1D: 2.19%
• 1M: 1.67%
• 6M: 7.12%
• YTD: 9.90%
• 1Y: 21.02%
• 3Y*: 14.36%
• 5Y*: 7.38%
• 10Y*: 10.50%
• ALL TIME*: 6.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
HIACX Hartford Capital Appreciation HLS Fund	$0.00	$0.00	$0.00
SCIEX Hartford Schroders International Stock Fund Class I	$0.00	$0.00	$0.00

HIACX vs. SCIEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HIACX Hartford Capital Appreciation HLS Fund	5.35%	13.68%	21.26%	20.01%	-15.73%	14.85%	21.82%	31.00%	-7.15%	22.13%
SCIEX Hartford Schroders International Stock Fund Class I	9.90%	25.98%	5.89%	17.02%	-18.76%	11.38%	24.91%	25.18%	-12.38%	29.69%

Correlation

The correlation between HIACX and SCIEX is 0.80, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (3Y) Balances recent behavior with more history.	0.78
Correlation (5Y) Shows whether the relationship held over a longer period.	0.80
Correlation (10Y) Provides a long-term view across more market conditions.	0.81
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990	0.64

The correlation between HIACX and SCIEX shifts across timeframes, from 0.64 (all time) to 0.81 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

HIACX vs. SCIEX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HIACX

HIACX Risk / Return Rank: 30
HIACX Sharpe Ratio Rank: 31
HIACX Sortino Ratio Rank: 29
HIACX Omega Ratio Rank: 30
HIACX Calmar Ratio Rank: 27
HIACX Martin Ratio Rank: 33

SCIEX

SCIEX Risk / Return Rank: 40
SCIEX Sharpe Ratio Rank: 41
SCIEX Sortino Ratio Rank: 41
SCIEX Omega Ratio Rank: 41
SCIEX Calmar Ratio Rank: 39
SCIEX Martin Ratio Rank: 39

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HIACX vs. SCIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Capital Appreciation HLS Fund (HIACX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	HIACX	SCIEX	Difference
Sharpe ratio: Return per unit of total volatility	1.05	1.19	-0.15
Sortino ratio: Return per unit of downside risk	1.49	1.73	-0.24
Omega ratio: Gain probability vs. loss probability	1.19	1.22	-0.03
Calmar ratio: Return relative to maximum drawdown	1.28	1.57	-0.29
Martin ratio: Return relative to average drawdown	5.04	5.61	-0.57

HIACX vs. SCIEX - Sharpe Ratio Comparison

The current HIACX Sharpe Ratio is 1.05, which is comparable to the SCIEX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of HIACX and SCIEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HIACX vs. SCIEX - Drawdown Comparison

The maximum HIACX drawdown since its inception was -92.74%, which is greater than SCIEX's maximum drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HIACX and SCIEX.

Drawdown Indicators

	HIACX	SCIEX	Difference
Max Drawdown Largest peak-to-trough decline	-92.74%	-60.26%	-32.48%
Max Drawdown (1Y) Largest decline over 1 year	-10.56%	-12.23%	+1.67%
Max Drawdown (3Y) Largest decline over 3 years	-19.15%	-13.63%	-5.52%
Max Drawdown (5Y) Largest decline over 5 years	-25.19%	-33.07%	+7.88%
Max Drawdown (10Y) Largest decline over 10 years	-35.33%	-33.07%	-2.26%
Current Drawdown Current decline from peak	-3.36%	0.00%	-3.36%
Average Drawdown Average peak-to-trough decline	-24.45%	-12.30%	-12.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	3.42%	-0.73%

Volatility

HIACX vs. SCIEX - Volatility Comparison

The current volatility for Hartford Capital Appreciation HLS Fund (HIACX) is 3.42%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 4.20%. This indicates that HIACX 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.

Volatility by Period

	HIACX	SCIEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.42%	4.20%	-0.78%
Volatility (6M) Calculated over the trailing 6-month period	10.13%	13.67%	-3.54%
Volatility (1Y) Calculated over the trailing 1-year period	12.97%	16.14%	-3.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.82%	16.77%	+0.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.78%	16.94%	+0.84%

HIACX vs. SCIEX - Expense Ratio Comparison

HIACX has a 0.67% expense ratio, which is lower than SCIEX's 0.79% expense ratio.

Dividends

HIACX vs. SCIEX - Dividend Comparison

HIACX's dividend yield for the trailing twelve months is around 12.30%, more than SCIEX's 2.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HIACX Hartford Capital Appreciation HLS Fund	12.30%	12.96%	4.89%	2.43%	16.98%	9.56%	7.62%	12.43%	13.46%	6.53%	11.26%	24.92%
SCIEX Hartford Schroders International Stock Fund Class I	2.49%	2.74%	0.00%	1.27%	1.37%	1.95%	0.32%	1.22%	8.64%	1.18%	1.77%	1.24%

Frequently Asked Questions

Can I hold both HIACX and SCIEX in my portfolio?

HIACX and SCIEX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HIACX or SCIEX?

SCIEX has higher volatility (4.20%) compared to HIACX (3.42%). In terms of maximum drawdown, HIACX dropped -92.74% vs SCIEX's -60.26%.

Which has better risk-adjusted returns?

SCIEX currently has the higher Sharpe Ratio (1.19 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.