HSWYX vs. EPDIX
Compare and contrast key facts about Hartford Schroders International Stock Fund Class Y (HSWYX) and EuroPac International Dividend Income Fund (EPDIX).
HSWYX is managed by Hartford. It was launched on Oct 24, 2016. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
HSWYX vs. EPDIX - Performance Comparison
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HSWYX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSWYX Hartford Schroders International Stock Fund Class Y | -6.31% | 25.99% | 7.35% | 17.00% | -18.76% | 11.34% | 24.91% | 25.27% | -12.42% | 28.98% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.20% |
Returns By Period
In the year-to-date period, HSWYX achieves a -6.31% return, which is significantly lower than EPDIX's 5.87% return.
HSWYX
- 1D
- 0.10%
- 1M
- -12.07%
- YTD
- -6.31%
- 6M
- -3.86%
- 1Y
- 10.95%
- 3Y*
- 10.20%
- 5Y*
- 5.18%
- 10Y*
- —
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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HSWYX vs. EPDIX - Expense Ratio Comparison
HSWYX has a 0.82% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
HSWYX vs. EPDIX — Risk / Return Rank
HSWYX
EPDIX
HSWYX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class Y (HSWYX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| HSWYX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 2.80 | -2.21 |
Sortino ratioReturn per unit of downside risk | 0.90 | 3.33 | -2.43 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.54 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 4.08 | -3.36 |
Martin ratioReturn relative to average drawdown | 2.69 | 16.78 | -14.09 |
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
| HSWYX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 2.80 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.06 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.46 | +0.12 |
Correlation
The correlation between HSWYX and EPDIX is 0.71, 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
HSWYX vs. EPDIX - Dividend Comparison
HSWYX's dividend yield for the trailing twelve months is around 2.90%, less than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSWYX Hartford Schroders International Stock Fund Class Y | 2.90% | 2.72% | 1.36% | 1.23% | 1.37% | 1.95% | 0.32% | 1.08% | 8.65% | 1.25% | 0.00% | 0.00% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
HSWYX vs. EPDIX - Drawdown Comparison
The maximum HSWYX drawdown since its inception was -33.12%, smaller than the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for HSWYX and EPDIX.
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Drawdown Indicators
| HSWYX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -38.23% | +5.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -10.92% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -33.12% | -20.98% | -12.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.84% | — |
Current DrawdownCurrent decline from peak | -12.14% | -9.48% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -10.88% | +3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.65% | +0.61% |
Volatility
HSWYX vs. EPDIX - Volatility Comparison
Hartford Schroders International Stock Fund Class Y (HSWYX) has a higher volatility of 7.26% compared to EuroPac International Dividend Income Fund (EPDIX) at 6.47%. This indicates that HSWYX's price experiences larger fluctuations and is considered to be riskier than EPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSWYX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 6.47% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 11.36% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 16.09% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 14.01% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.13% | 14.86% | +2.27% |