HILYX vs. HSWYX
Compare and contrast key facts about Hartford International Value Fund (HILYX) and Hartford Schroders International Stock Fund Class Y (HSWYX).
HILYX is managed by Hartford. It was launched on May 27, 2010. HSWYX is managed by Hartford. It was launched on Oct 24, 2016.
Performance
HILYX vs. HSWYX - Performance Comparison
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HILYX vs. HSWYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 3.71% | 44.76% | 0.28% | 19.84% | -2.28% | 18.79% | -5.94% | 18.28% | -17.74% | 23.52% |
HSWYX Hartford Schroders International Stock Fund Class Y | -3.41% | 25.99% | 7.35% | 17.00% | -18.76% | 11.34% | 24.91% | 25.27% | -12.42% | 28.98% |
Returns By Period
In the year-to-date period, HILYX achieves a 3.71% return, which is significantly higher than HSWYX's -3.41% return.
HILYX
- 1D
- 2.88%
- 1M
- -5.54%
- YTD
- 3.71%
- 6M
- 10.14%
- 1Y
- 33.31%
- 3Y*
- 18.94%
- 5Y*
- 13.10%
- 10Y*
- 11.02%
HSWYX
- 1D
- 3.10%
- 1M
- -7.50%
- YTD
- -3.41%
- 6M
- -1.70%
- 1Y
- 14.57%
- 3Y*
- 11.32%
- 5Y*
- 5.52%
- 10Y*
- —
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HILYX vs. HSWYX - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than HSWYX's 0.82% expense ratio.
Return for Risk
HILYX vs. HSWYX — Risk / Return Rank
HILYX
HSWYX
HILYX vs. HSWYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and Hartford Schroders International Stock Fund Class Y (HSWYX). 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.
| HILYX | HSWYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 0.84 | +1.27 |
Sortino ratioReturn per unit of downside risk | 2.72 | 1.24 | +1.49 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.17 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.82 | 1.09 | +1.73 |
Martin ratioReturn relative to average drawdown | 10.85 | 4.10 | +6.75 |
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
| HILYX | HSWYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.84 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.34 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.59 | -0.01 |
Correlation
The correlation between HILYX and HSWYX is 0.86, 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
HILYX vs. HSWYX - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 5.59%, more than HSWYX's 2.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 5.59% | 5.80% | 0.00% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% |
HSWYX Hartford Schroders International Stock Fund Class Y | 2.81% | 2.72% | 1.36% | 1.23% | 1.37% | 1.95% | 0.32% | 1.08% | 8.65% | 1.25% | 0.00% | 0.00% |
Drawdowns
HILYX vs. HSWYX - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.29%, which is greater than HSWYX's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for HILYX and HSWYX.
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Drawdown Indicators
| HILYX | HSWYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.29% | -33.12% | -15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -12.23% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.58% | -33.12% | +7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -48.29% | — | — |
Current DrawdownCurrent decline from peak | -7.54% | -9.42% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -7.09% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.26% | -0.32% |
Volatility
HILYX vs. HSWYX - Volatility Comparison
The current volatility for Hartford International Value Fund (HILYX) is 7.20%, while Hartford Schroders International Stock Fund Class Y (HSWYX) has a volatility of 7.97%. This indicates that HILYX experiences smaller price fluctuations and is considered to be less risky than HSWYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HILYX | HSWYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 7.97% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 11.69% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 17.22% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 16.50% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 17.16% | -0.09% |