HIACX vs. SEMNX
Compare and contrast key facts about Hartford Capital Appreciation HLS Fund (HIACX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
HIACX is managed by Hartford. It was launched on Apr 2, 1984. SEMNX is managed by Hartford.
Performance
HIACX vs. SEMNX - Performance Comparison
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HIACX vs. SEMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIACX Hartford Capital Appreciation HLS Fund | -5.84% | 13.68% | 21.26% | 20.01% | -15.73% | 14.85% | 21.82% | 31.00% | -7.15% | 22.13% |
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, HIACX achieves a -5.84% return, which is significantly lower than SEMNX's 3.88% return. Over the past 10 years, HIACX has outperformed SEMNX with an annualized return of 11.42%, while SEMNX has yielded a comparatively lower 9.33% annualized return.
HIACX
- 1D
- 2.92%
- 1M
- -5.26%
- YTD
- -5.84%
- 6M
- -2.90%
- 1Y
- 13.26%
- 3Y*
- 13.74%
- 5Y*
- 7.43%
- 10Y*
- 11.42%
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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HIACX vs. SEMNX - Expense Ratio Comparison
HIACX has a 0.67% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
HIACX vs. SEMNX — Risk / Return Rank
HIACX
SEMNX
HIACX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Capital Appreciation HLS Fund (HIACX) 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.
| HIACX | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 2.16 | -1.40 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.73 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.41 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 2.78 | -1.59 |
Martin ratioReturn relative to average drawdown | 4.84 | 11.39 | -6.55 |
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
| HIACX | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 2.16 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.21 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.51 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.25 | -0.24 |
Correlation
The correlation between HIACX 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
HIACX vs. SEMNX - Dividend Comparison
HIACX's dividend yield for the trailing twelve months is around 13.76%, more than SEMNX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIACX Hartford Capital Appreciation HLS Fund | 13.76% | 12.96% | 4.89% | 2.43% | 16.98% | 9.56% | 7.62% | 12.43% | 13.46% | 6.53% | 11.26% | 24.92% |
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
HIACX vs. SEMNX - Drawdown Comparison
The maximum HIACX drawdown since its inception was -93.13%, which is greater than SEMNX's maximum drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for HIACX and SEMNX.
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Drawdown Indicators
| HIACX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.13% | -65.10% | -28.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -14.80% | +2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.19% | -39.74% | +14.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -42.47% | +7.14% |
Current DrawdownCurrent decline from peak | -7.95% | -12.22% | +4.27% |
Average DrawdownAverage peak-to-trough decline | -24.98% | -17.39% | -7.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.62% | -0.67% |
Volatility
HIACX vs. SEMNX - Volatility Comparison
The current volatility for Hartford Capital Appreciation HLS Fund (HIACX) is 5.30%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that HIACX 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
| HIACX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 10.25% | -4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 15.23% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.05% | 19.54% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 17.65% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 18.37% | -0.52% |