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HSHIX vs. CHILX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HSHIX and CHILX is 0.89, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

HSHIX vs. CHILX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders China A Fund (HSHIX) and BlackRock China A Opportunities Fund (CHILX). The values are adjusted to include any dividend payments, if applicable.

10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
12.64%
14.87%
HSHIX
CHILX

Key characteristics

Sharpe Ratio

HSHIX:

0.50

CHILX:

0.29

Sortino Ratio

HSHIX:

0.93

CHILX:

0.61

Omega Ratio

HSHIX:

1.12

CHILX:

1.08

Calmar Ratio

HSHIX:

0.24

CHILX:

0.16

Martin Ratio

HSHIX:

1.21

CHILX:

0.68

Ulcer Index

HSHIX:

10.54%

CHILX:

10.64%

Daily Std Dev

HSHIX:

25.46%

CHILX:

24.77%

Max Drawdown

HSHIX:

-54.91%

CHILX:

-47.73%

Current Drawdown

HSHIX:

-43.78%

CHILX:

-36.52%

Returns By Period

In the year-to-date period, HSHIX achieves a -1.77% return, which is significantly higher than CHILX's -4.17% return.


HSHIX

YTD

-1.77%

1M

-9.36%

6M

-5.48%

1Y

10.06%

5Y*

1.15%

10Y*

N/A

CHILX

YTD

-4.17%

1M

-8.68%

6M

-5.95%

1Y

5.21%

5Y*

1.59%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HSHIX vs. CHILX - Expense Ratio Comparison

HSHIX has a 1.15% expense ratio, which is higher than CHILX's 0.99% expense ratio.


HSHIX
Hartford Schroders China A Fund
Expense ratio chart for HSHIX: current value is 1.15%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HSHIX: 1.15%
Expense ratio chart for CHILX: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CHILX: 0.99%

Risk-Adjusted Performance

HSHIX vs. CHILX — Risk-Adjusted Performance Rank

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

HSHIX
The Risk-Adjusted Performance Rank of HSHIX is 6060
Overall Rank
The Sharpe Ratio Rank of HSHIX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of HSHIX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of HSHIX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of HSHIX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of HSHIX is 5353
Martin Ratio Rank

CHILX
The Risk-Adjusted Performance Rank of CHILX is 4949
Overall Rank
The Sharpe Ratio Rank of CHILX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of CHILX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of CHILX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of CHILX is 4444
Calmar Ratio Rank
The Martin Ratio Rank of CHILX is 4343
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HSHIX vs. CHILX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders China A Fund (HSHIX) and BlackRock China A Opportunities Fund (CHILX). 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.


Sharpe ratio
The chart of Sharpe ratio for HSHIX, currently valued at 0.50, compared to the broader market-1.000.001.002.003.00
HSHIX: 0.50
CHILX: 0.29
The chart of Sortino ratio for HSHIX, currently valued at 0.93, compared to the broader market-2.000.002.004.006.008.00
HSHIX: 0.93
CHILX: 0.61
The chart of Omega ratio for HSHIX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
HSHIX: 1.12
CHILX: 1.08
The chart of Calmar ratio for HSHIX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.00
HSHIX: 0.24
CHILX: 0.16
The chart of Martin ratio for HSHIX, currently valued at 1.21, compared to the broader market0.0010.0020.0030.0040.0050.00
HSHIX: 1.21
CHILX: 0.68

The current HSHIX Sharpe Ratio is 0.50, which is higher than the CHILX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of HSHIX and CHILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.200.400.600.801.001.20NovemberDecember2025FebruaryMarchApril
0.50
0.29
HSHIX
CHILX

Dividends

HSHIX vs. CHILX - Dividend Comparison

HSHIX's dividend yield for the trailing twelve months is around 0.71%, less than CHILX's 2.21% yield.


TTM202420232022202120202019
HSHIX
Hartford Schroders China A Fund
0.71%0.69%0.35%0.58%0.87%9.68%0.00%
CHILX
BlackRock China A Opportunities Fund
2.21%2.11%2.02%0.92%1.19%0.22%3.27%

Drawdowns

HSHIX vs. CHILX - Drawdown Comparison

The maximum HSHIX drawdown since its inception was -54.91%, which is greater than CHILX's maximum drawdown of -47.73%. Use the drawdown chart below to compare losses from any high point for HSHIX and CHILX. For additional features, visit the drawdowns tool.


-45.00%-40.00%-35.00%-30.00%NovemberDecember2025FebruaryMarchApril
-43.78%
-36.52%
HSHIX
CHILX

Volatility

HSHIX vs. CHILX - Volatility Comparison

Hartford Schroders China A Fund (HSHIX) and BlackRock China A Opportunities Fund (CHILX) have volatilities of 8.75% and 8.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
8.75%
8.96%
HSHIX
CHILX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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