IHGIX vs. SCIEX

Last updated Aug 4, 2026

IHGIX (Hartford Dividend and Growth Fund Class A) and SCIEX (Hartford Schroders International Stock Fund Class I) are both mutual funds - IHGIX is a Dividend fund actively managed by Hartford, while SCIEX is a Foreign Large Cap Equities fund managed by Hartford. Over the past 10 years, IHGIX returned 13.12%/yr vs 10.54%/yr for SCIEX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. IHGIX charges 0.96%/yr vs 0.79%/yr for SCIEX.

Performance

IHGIX vs. SCIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Dividend and Growth Fund Class A (IHGIX) and Hartford Schroders International Stock Fund Class I (SCIEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IHGIX achieves a 13.20% return, which is significantly higher than SCIEX's 9.90% return. Over the past 10 years, IHGIX has outperformed SCIEX with an annualized return of 13.12%, while SCIEX has yielded a comparatively lower 10.54% annualized return.

IHGIX

• 1D: 0.75%
• 1M: 1.94%
• 6M: 10.22%
• YTD: 13.20%
• 1Y: 28.03%
• 3Y*: 15.61%
• 5Y*: 11.05%
• 10Y*: 13.12%
• ALL TIME*: 9.99%

SCIEX

• 1D: 0.00%
• 1M: 1.67%
• 6M: 6.12%
• YTD: 9.90%
• 1Y: 21.02%
• 3Y*: 14.73%
• 5Y*: 7.38%
• 10Y*: 10.54%
• ALL TIME*: 6.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IHGIX Hartford Dividend and Growth Fund Class A	$0.00	$0.00	$0.00
SCIEX Hartford Schroders International Stock Fund Class I	$0.00	$0.00	$0.00

IHGIX vs. SCIEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IHGIX Hartford Dividend and Growth Fund Class A	13.20%	16.86%	12.19%	13.81%	-8.88%	30.97%	7.64%	31.61%	-5.72%	17.91%
SCIEX Hartford Schroders International Stock Fund Class I	9.90%	25.98%	5.89%	17.02%	-18.76%	11.38%	24.91%	25.18%	-12.38%	29.69%

Correlation

The correlation between IHGIX and SCIEX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.72
Correlation (3Y) Balances recent behavior with more history.	0.71
Correlation (5Y) Shows whether the relationship held over a longer period.	0.75
Correlation (10Y) Provides a long-term view across more market conditions.	0.75
Correlation (All Time) Calculated using the full available price history since Jul 22, 1996	0.66

The correlation between IHGIX and SCIEX has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.

Return for Risk

IHGIX vs. SCIEX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IHGIX

IHGIX Risk / Return Rank: 90
IHGIX Sharpe Ratio Rank: 93
IHGIX Sortino Ratio Rank: 90
IHGIX Omega Ratio Rank: 86
IHGIX Calmar Ratio Rank: 88
IHGIX Martin Ratio Rank: 94

SCIEX

SCIEX Risk / Return Rank: 39
SCIEX Sharpe Ratio Rank: 40
SCIEX Sortino Ratio Rank: 39
SCIEX Omega Ratio Rank: 39
SCIEX Calmar Ratio Rank: 37
SCIEX Martin Ratio Rank: 38

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IHGIX vs. SCIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) 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.

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.

	IHGIX	SCIEX	Difference
Sharpe ratio: Return per unit of total volatility	2.44	1.29	+1.14
Sortino ratio: Return per unit of downside risk	3.38	1.86	+1.52
Omega ratio: Gain probability vs. loss probability	1.43	1.24	+0.19
Calmar ratio: Return relative to maximum drawdown	3.36	1.70	+1.66
Martin ratio: Return relative to average drawdown	14.83	6.06	+8.77

IHGIX vs. SCIEX - Sharpe Ratio Comparison

The current IHGIX Sharpe Ratio is 2.44, which is higher than the SCIEX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of IHGIX and SCIEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IHGIX vs. SCIEX - Drawdown Comparison

The maximum IHGIX drawdown since its inception was -51.07%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for IHGIX and SCIEX.

Drawdown Indicators

	IHGIX	SCIEX	Difference
Max Drawdown Largest peak-to-trough decline	-51.07%	-60.26%	+9.19%
Max Drawdown (1Y) Largest decline over 1 year	-8.00%	-12.23%	+4.23%
Max Drawdown (3Y) Largest decline over 3 years	-13.77%	-13.63%	-0.14%
Max Drawdown (5Y) Largest decline over 5 years	-18.97%	-33.07%	+14.10%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-33.07%	-1.92%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-6.01%	-12.30%	+6.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	3.42%	-1.61%

Volatility

IHGIX vs. SCIEX - Volatility Comparison

The current volatility for Hartford Dividend and Growth Fund Class A (IHGIX) is 3.11%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 4.11%. This indicates that IHGIX 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.

Volatility by Period

	IHGIX	SCIEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	4.11%	-1.00%
Volatility (6M) Calculated over the trailing 6-month period	8.33%	13.67%	-5.34%
Volatility (1Y) Calculated over the trailing 1-year period	11.08%	16.10%	-5.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.00%	16.76%	-2.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.57%	16.94%	-0.37%

IHGIX vs. SCIEX - Expense Ratio Comparison

IHGIX has a 0.96% expense ratio, which is higher than SCIEX's 0.79% expense ratio.

Dividends

IHGIX vs. SCIEX - Dividend Comparison

IHGIX's dividend yield for the trailing twelve months is around 11.10%, more than SCIEX's 2.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHGIX Hartford Dividend and Growth Fund Class A	11.10%	12.63%	10.77%	1.65%	5.99%	5.71%	3.43%	7.07%	12.61%	11.64%	4.67%	10.64%
SCIEX Hartford Schroders International Stock Fund Class I	2.49%	2.74%	0.00%	1.27%	1.37%	1.95%	0.32%	1.22%	8.64%	1.18%	1.77%	1.24%

Frequently Asked Questions

Can I hold both IHGIX and SCIEX in my portfolio?

IHGIX and SCIEX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IHGIX or SCIEX?

SCIEX has higher volatility (4.11%) compared to IHGIX (3.11%). In terms of maximum drawdown, IHGIX dropped -51.07% vs SCIEX's -60.26%.

Which has better risk-adjusted returns?

IHGIX currently has the higher Sharpe Ratio (2.44 vs 1.29), 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.