HLDIX vs. SEDAX
Compare and contrast key facts about Hartford Emerging Markets Local Debt Fund (HLDIX) and SEI Institutional Investments Trust Emerging Markets Debt Fund (SEDAX).
HLDIX is managed by Hartford. It was launched on May 30, 2011. SEDAX is managed by SEI. It was launched on Dec 4, 2005.
Performance
HLDIX vs. SEDAX - Performance Comparison
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HLDIX vs. SEDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | -3.19% | 17.02% | -3.14% | 12.88% | -10.85% | -6.83% | 3.12% | 14.37% | -8.21% | 16.95% |
SEDAX SEI Institutional Investments Trust Emerging Markets Debt Fund | -1.41% | 20.33% | 3.13% | 12.86% | -14.53% | -4.93% | 4.68% | 15.55% | -8.11% | 15.32% |
Returns By Period
In the year-to-date period, HLDIX achieves a -3.19% return, which is significantly lower than SEDAX's -1.41% return. Over the past 10 years, HLDIX has underperformed SEDAX with an annualized return of 2.69%, while SEDAX has yielded a comparatively higher 3.95% annualized return.
HLDIX
- 1D
- -0.42%
- 1M
- -6.84%
- YTD
- -3.19%
- 6M
- -0.27%
- 1Y
- 10.06%
- 3Y*
- 5.64%
- 5Y*
- 1.92%
- 10Y*
- 2.69%
SEDAX
- 1D
- -0.44%
- 1M
- -5.30%
- YTD
- -1.41%
- 6M
- 2.79%
- 1Y
- 14.75%
- 3Y*
- 10.00%
- 5Y*
- 3.52%
- 10Y*
- 3.95%
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HLDIX vs. SEDAX - Expense Ratio Comparison
HLDIX has a 0.93% expense ratio, which is higher than SEDAX's 0.41% expense ratio.
Return for Risk
HLDIX vs. SEDAX — Risk / Return Rank
HLDIX
SEDAX
HLDIX vs. SEDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Local Debt Fund (HLDIX) and SEI Institutional Investments Trust Emerging Markets Debt Fund (SEDAX). 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.
| HLDIX | SEDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 2.66 | -0.97 |
Sortino ratioReturn per unit of downside risk | 2.22 | 3.72 | -1.50 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.57 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.66 | -1.19 |
Martin ratioReturn relative to average drawdown | 7.20 | 12.37 | -5.18 |
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
| HLDIX | SEDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 2.66 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.51 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.47 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.39 | -0.26 |
Correlation
The correlation between HLDIX and SEDAX is 0.79, 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
HLDIX vs. SEDAX - Dividend Comparison
HLDIX's dividend yield for the trailing twelve months is around 4.97%, less than SEDAX's 7.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | 4.97% | 3.87% | 5.32% | 4.85% | 4.27% | 4.67% | 4.06% | 5.01% | 7.88% | 27.01% | 5.01% | 5.91% |
SEDAX SEI Institutional Investments Trust Emerging Markets Debt Fund | 7.41% | 7.30% | 7.24% | 4.65% | 2.08% | 4.69% | 1.52% | 3.75% | 3.17% | 4.70% | 3.59% | 1.00% |
Drawdowns
HLDIX vs. SEDAX - Drawdown Comparison
The maximum HLDIX drawdown since its inception was -30.40%, smaller than the maximum SEDAX drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for HLDIX and SEDAX.
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Drawdown Indicators
| HLDIX | SEDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.40% | -37.03% | +6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.02% | -5.49% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -27.01% | +1.61% |
Max Drawdown (10Y)Largest decline over 10 years | -26.18% | -27.25% | +1.07% |
Current DrawdownCurrent decline from peak | -7.02% | -5.49% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -6.83% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 1.18% | +0.25% |
Volatility
HLDIX vs. SEDAX - Volatility Comparison
Hartford Emerging Markets Local Debt Fund (HLDIX) has a higher volatility of 3.31% compared to SEI Institutional Investments Trust Emerging Markets Debt Fund (SEDAX) at 2.94%. This indicates that HLDIX's price experiences larger fluctuations and is considered to be riskier than SEDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLDIX | SEDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 2.94% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 4.53% | 3.96% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.16% | 5.59% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 6.90% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.46% | 8.41% | +0.05% |