HQIYX vs. SCIEX
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HQIYX vs. SCIEX - Performance Comparison
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HQIYX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 0.83% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
SCIEX Hartford Schroders International Stock Fund Class I | -3.42% | 25.98% | 5.89% | 17.02% | -18.76% | 11.38% | 24.91% | 25.18% | -12.38% | 29.69% |
Returns By Period
In the year-to-date period, HQIYX achieves a 0.83% return, which is significantly higher than SCIEX's -3.42% return. Over the past 10 years, HQIYX has outperformed SCIEX with an annualized return of 11.44%, while SCIEX has yielded a comparatively lower 9.50% annualized return.
HQIYX
- 1D
- 1.47%
- 1M
- -5.15%
- YTD
- 0.83%
- 6M
- 4.04%
- 1Y
- 11.89%
- 3Y*
- 11.72%
- 5Y*
- 9.37%
- 10Y*
- 11.44%
SCIEX
- 1D
- 3.11%
- 1M
- -7.53%
- YTD
- -3.42%
- 6M
- -1.69%
- 1Y
- 14.59%
- 3Y*
- 10.83%
- 5Y*
- 5.23%
- 10Y*
- 9.50%
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HQIYX vs. SCIEX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is lower than SCIEX's 0.79% expense ratio.
Return for Risk
HQIYX vs. SCIEX — Risk / Return Rank
HQIYX
SCIEX
HQIYX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) 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.
| HQIYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.84 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.23 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.09 | +0.10 |
Martin ratioReturn relative to average drawdown | 5.16 | 4.10 | +1.06 |
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
| HQIYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.32 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.56 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.35 | +0.22 |
Correlation
The correlation between HQIYX and SCIEX is 0.72, 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
HQIYX vs. SCIEX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.06%, more than SCIEX's 2.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.06% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
SCIEX Hartford Schroders International Stock Fund Class I | 2.84% | 2.74% | 0.00% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% |
Drawdowns
HQIYX vs. SCIEX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HQIYX and SCIEX.
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Drawdown Indicators
| HQIYX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -60.26% | +9.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -12.23% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -33.07% | +19.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -33.07% | -1.92% |
Current DrawdownCurrent decline from peak | -5.54% | -9.41% | +3.87% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -12.39% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 3.26% | -0.83% |
Volatility
HQIYX vs. SCIEX - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.65%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 7.96%. This indicates that HQIYX 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.
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Volatility by Period
| HQIYX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 7.96% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 11.68% | -3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 17.21% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 16.50% | -2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 17.03% | -0.81% |