HSWYX vs. FAOCX
HSWYX (Hartford Schroders International Stock Fund Class Y) and FAOCX (Fidelity Advisor Overseas Fund Class C) are both Foreign Large Cap Equities funds. Over the past 5 years, HSWYX returned 7.21%/yr vs 2.19%/yr for FAOCX. Their correlation of 0.89 suggests significant overlap in exposure. HSWYX charges 0.82%/yr vs 2.25%/yr for FAOCX.
Performance
HSWYX vs. FAOCX - Performance Comparison
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Returns By Period
HSWYX
- 1D
- 0.43%
- 1M
- -0.43%
- 6M
- 4.85%
- YTD
- 7.70%
- 1Y
- 17.09%
- 3Y*
- 14.01%
- 5Y*
- 7.21%
- 10Y*
- —
FAOCX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -2.29%
- 3Y*
- 6.80%
- 5Y*
- 2.19%
- 10Y*
- 6.73%
HSWYX vs. FAOCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSWYX Hartford Schroders International Stock Fund Class Y | 7.70% | 25.99% | 7.35% | 17.00% | -18.76% | 11.34% | 24.91% | 25.27% | -12.42% | 28.98% |
FAOCX Fidelity Advisor Overseas Fund Class C | 0.00% | 14.19% | 3.86% | 19.03% | -25.22% | 17.97% | 13.77% | 26.37% | -15.77% | 28.58% |
Correlation
The correlation between HSWYX and FAOCX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
Over the past year, the correlation between HSWYX and FAOCX has dropped to 0.48 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
HSWYX vs. FAOCX — Risk / Return Rank
HSWYX
FAOCX
HSWYX vs. FAOCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class Y (HSWYX) and Fidelity Advisor Overseas Fund Class C (FAOCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSWYX | FAOCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.51 | ||
| Sortino ratioReturn per unit of downside risk | +2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.90 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | -0.53 | +1.89 |
| Martin ratioReturn relative to average drawdown | 4.82 | -0.82 | +5.65 |
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Drawdowns
HSWYX vs. FAOCX - Drawdown Comparison
The maximum HSWYX drawdown since its inception was -33.12%, smaller than the maximum FAOCX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for HSWYX and FAOCX.
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Drawdown Indicators
| HSWYX | FAOCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -60.45% | +27.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -7.33% | -4.90% |
Max Drawdown (3Y)Largest decline over 3 years | -13.59% | -14.05% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -33.12% | -36.96% | +3.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.96% | — |
Current DrawdownCurrent decline from peak | -1.93% | -5.90% | +3.97% |
Average DrawdownAverage peak-to-trough decline | -6.95% | -15.60% | +8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 4.35% | -0.90% |
Volatility
HSWYX vs. FAOCX - Volatility Comparison
Hartford Schroders International Stock Fund Class Y (HSWYX) has a higher volatility of 4.22% compared to Fidelity Advisor Overseas Fund Class C (FAOCX) at 0.00%. This indicates that HSWYX's price experiences larger fluctuations and is considered to be riskier than FAOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSWYX | FAOCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 0.00% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 2.62% | +10.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 8.26% | +7.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.78% | 16.69% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 16.29% | +0.90% |
HSWYX vs. FAOCX - Expense Ratio Comparison
HSWYX has a 0.82% expense ratio, which is lower than FAOCX's 2.25% expense ratio.
Dividends
HSWYX vs. FAOCX - Dividend Comparison
HSWYX's dividend yield for the trailing twelve months is around 2.52%, less than FAOCX's 8.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAOCX Fidelity Advisor Overseas Fund Class C | 8.26% | 8.26% | 0.40% | 0.00% | 0.00% | 2.22% | 0.00% | 0.51% | 3.72% | 3.07% | 0.12% |
HSWYX Hartford Schroders International Stock Fund Class Y | 2.52% | 2.72% | 1.36% | 1.23% | 1.37% | 1.95% | 0.32% | 1.08% | 8.65% | 1.25% | 0.00% |
Frequently Asked Questions
HSWYX and FAOCX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSWYX has higher volatility (4.22%) compared to FAOCX (0.00%). In terms of maximum drawdown, HSWYX dropped -33.12% vs FAOCX's -60.45%.
HSWYX currently has the higher Sharpe Ratio (1.04 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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