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HSCZ vs. RAIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HSCZ vs. RAIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) and Manning & Napier Rainier International Discovery Series (RAIIX). The values are adjusted to include any dividend payments, if applicable.

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HSCZ vs. RAIIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HSCZ
iShares Currency Hedged MSCI EAFE Small Cap ETF
1.96%25.74%12.89%17.03%-11.46%17.75%6.40%27.89%-13.99%24.52%
RAIIX
Manning & Napier Rainier International Discovery Series
-2.12%27.00%0.62%6.55%-30.41%14.09%41.45%24.94%-18.03%42.04%

Returns By Period

In the year-to-date period, HSCZ achieves a 1.96% return, which is significantly higher than RAIIX's -2.12% return. Over the past 10 years, HSCZ has outperformed RAIIX with an annualized return of 11.13%, while RAIIX has yielded a comparatively lower 7.61% annualized return.


HSCZ

1D
2.14%
1M
-6.61%
YTD
1.96%
6M
7.54%
1Y
27.45%
3Y*
16.89%
5Y*
9.84%
10Y*
11.13%

RAIIX

1D
-0.75%
1M
-12.00%
YTD
-2.12%
6M
-2.81%
1Y
22.60%
3Y*
8.01%
5Y*
1.06%
10Y*
7.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HSCZ vs. RAIIX - Expense Ratio Comparison

HSCZ has a 0.43% expense ratio, which is lower than RAIIX's 1.12% expense ratio.


Return for Risk

HSCZ vs. RAIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HSCZ
HSCZ Risk / Return Rank: 9090
Overall Rank
HSCZ Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
HSCZ Sortino Ratio Rank: 9191
Sortino Ratio Rank
HSCZ Omega Ratio Rank: 9393
Omega Ratio Rank
HSCZ Calmar Ratio Rank: 8686
Calmar Ratio Rank
HSCZ Martin Ratio Rank: 8888
Martin Ratio Rank

RAIIX
RAIIX Risk / Return Rank: 7474
Overall Rank
RAIIX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
RAIIX Sortino Ratio Rank: 7777
Sortino Ratio Rank
RAIIX Omega Ratio Rank: 7373
Omega Ratio Rank
RAIIX Calmar Ratio Rank: 7272
Calmar Ratio Rank
RAIIX Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HSCZ vs. RAIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) and Manning & Napier Rainier International Discovery Series (RAIIX). 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.


HSCZRAIIXDifference

Sharpe ratio

Return per unit of total volatility

1.92

1.41

+0.51

Sortino ratio

Return per unit of downside risk

2.62

1.93

+0.70

Omega ratio

Gain probability vs. loss probability

1.41

1.28

+0.14

Calmar ratio

Return relative to maximum drawdown

2.61

1.66

+0.95

Martin ratio

Return relative to average drawdown

10.63

6.76

+3.87

HSCZ vs. RAIIX - Sharpe Ratio Comparison

The current HSCZ Sharpe Ratio is 1.92, which is higher than the RAIIX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of HSCZ and RAIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HSCZRAIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

1.41

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.06

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.45

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.56

+0.06

Correlation

The correlation between HSCZ and RAIIX 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

HSCZ vs. RAIIX - Dividend Comparison

HSCZ's dividend yield for the trailing twelve months is around 3.19%, more than RAIIX's 2.89% yield.


TTM20252024202320222021202020192018201720162015
HSCZ
iShares Currency Hedged MSCI EAFE Small Cap ETF
3.19%3.25%3.26%2.98%26.91%2.90%1.46%4.66%6.15%2.52%2.57%1.75%
RAIIX
Manning & Napier Rainier International Discovery Series
2.89%2.83%0.14%1.31%0.00%11.60%1.67%0.28%0.38%0.13%0.00%0.05%

Drawdowns

HSCZ vs. RAIIX - Drawdown Comparison

The maximum HSCZ drawdown since its inception was -34.89%, smaller than the maximum RAIIX drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for HSCZ and RAIIX.


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Drawdown Indicators


HSCZRAIIXDifference

Max Drawdown

Largest peak-to-trough decline

-34.89%

-39.87%

+4.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.88%

-12.00%

+2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.11%

-39.87%

+19.76%

Max Drawdown (10Y)

Largest decline over 10 years

-34.89%

-39.87%

+4.98%

Current Drawdown

Current decline from peak

-6.61%

-12.00%

+5.39%

Average Drawdown

Average peak-to-trough decline

-4.70%

-11.23%

+6.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

2.95%

-0.51%

Volatility

HSCZ vs. RAIIX - Volatility Comparison

The current volatility for iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) is 5.41%, while Manning & Napier Rainier International Discovery Series (RAIIX) has a volatility of 6.04%. This indicates that HSCZ experiences smaller price fluctuations and is considered to be less risky than RAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HSCZRAIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

6.04%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

8.49%

10.41%

-1.92%

Volatility (1Y)

Calculated over the trailing 1-year period

14.44%

15.50%

-1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.37%

16.78%

-3.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.65%

16.85%

-1.20%