MISIX vs. SMDIX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX).
MISIX is managed by Victory. SMDIX is managed by Hartford. It was launched on Mar 31, 2006.
Performance
MISIX vs. SMDIX - Performance Comparison
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MISIX vs. SMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
Returns By Period
In the year-to-date period, MISIX achieves a -0.70% return, which is significantly lower than SMDIX's 0.63% return. Both investments have delivered pretty close results over the past 10 years, with MISIX having a 9.25% annualized return and SMDIX not far ahead at 9.71%.
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
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MISIX vs. SMDIX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than SMDIX's 0.89% expense ratio.
Return for Risk
MISIX vs. SMDIX — Risk / Return Rank
MISIX
SMDIX
MISIX vs. SMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). 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.
| MISIX | SMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.78 | +1.19 |
Sortino ratioReturn per unit of downside risk | 2.54 | 1.20 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.17 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.98 | +1.26 |
Martin ratioReturn relative to average drawdown | 9.80 | 4.44 | +5.36 |
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
| MISIX | SMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.78 | +1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.45 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.49 | -0.18 |
Correlation
The correlation between MISIX and SMDIX 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
MISIX vs. SMDIX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 6.09%, less than SMDIX's 9.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Drawdowns
MISIX vs. SMDIX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than SMDIX's maximum drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for MISIX and SMDIX.
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Drawdown Indicators
| MISIX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -48.26% | -19.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -12.54% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -20.87% | -16.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -40.70% | -1.12% |
Current DrawdownCurrent decline from peak | -13.84% | -7.40% | -6.44% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -6.51% | -10.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.75% | +0.41% |
Volatility
MISIX vs. SMDIX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 6.80% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 4.68%. This indicates that MISIX's price experiences larger fluctuations and is considered to be riskier than SMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MISIX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 4.68% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 10.37% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 18.11% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 16.20% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 17.94% | -0.16% |