PZIEX vs. SEMNX
Compare and contrast key facts about Pzena Emerging Markets Value Fund Institutional Class (PZIEX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
PZIEX is an actively managed fund by Pzena. It was launched on Mar 31, 2014. SEMNX is managed by Hartford.
Performance
PZIEX vs. SEMNX - Performance Comparison
Loading graphics...
PZIEX vs. SEMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PZIEX Pzena Emerging Markets Value Fund Institutional Class | 4.50% | 35.49% | 4.54% | 20.73% | -5.67% | 6.65% | 8.43% | 13.57% | -10.23% | 29.98% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 3.88% | 40.36% | 7.56% | 8.80% | -22.30% | -5.11% | 23.58% | 22.12% | -15.57% | 40.87% |
Returns By Period
In the year-to-date period, PZIEX achieves a 4.50% return, which is significantly higher than SEMNX's 3.88% return. Over the past 10 years, PZIEX has outperformed SEMNX with an annualized return of 11.42%, while SEMNX has yielded a comparatively lower 9.33% annualized return.
PZIEX
- 1D
- -0.06%
- 1M
- -10.85%
- YTD
- 4.50%
- 6M
- 10.81%
- 1Y
- 32.97%
- 3Y*
- 18.78%
- 5Y*
- 10.10%
- 10Y*
- 11.42%
SEMNX
- 1D
- 3.03%
- 1M
- -10.31%
- YTD
- 3.88%
- 6M
- 9.28%
- 1Y
- 41.21%
- 3Y*
- 17.53%
- 5Y*
- 3.71%
- 10Y*
- 9.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PZIEX vs. SEMNX - Expense Ratio Comparison
PZIEX has a 1.08% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
PZIEX vs. SEMNX — Risk / Return Rank
PZIEX
SEMNX
PZIEX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pzena Emerging Markets Value Fund Institutional Class (PZIEX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX). 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.
| PZIEX | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 2.16 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.62 | 2.73 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.41 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.78 | -0.30 |
Martin ratioReturn relative to average drawdown | 9.49 | 11.39 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PZIEX | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 2.16 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.21 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.51 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.25 | +0.32 |
Correlation
The correlation between PZIEX and SEMNX 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
PZIEX vs. SEMNX - Dividend Comparison
PZIEX's dividend yield for the trailing twelve months is around 4.60%, more than SEMNX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZIEX Pzena Emerging Markets Value Fund Institutional Class | 4.60% | 4.81% | 7.38% | 5.79% | 2.08% | 2.79% | 1.28% | 6.32% | 1.28% | 1.41% | 0.98% | 2.23% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 1.52% | 1.58% | 1.16% | 1.33% | 1.86% | 1.21% | 0.77% | 2.17% | 1.22% | 0.82% | 0.94% | 0.94% |
Drawdowns
PZIEX vs. SEMNX - Drawdown Comparison
The maximum PZIEX drawdown since its inception was -44.59%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for PZIEX and SEMNX.
Loading graphics...
Drawdown Indicators
| PZIEX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -65.10% | +20.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -14.80% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -25.38% | -39.74% | +14.36% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | -42.47% | -2.12% |
Current DrawdownCurrent decline from peak | -12.79% | -12.22% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -17.39% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.62% | -0.28% |
Volatility
PZIEX vs. SEMNX - Volatility Comparison
The current volatility for Pzena Emerging Markets Value Fund Institutional Class (PZIEX) is 7.68%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that PZIEX experiences smaller price fluctuations and is considered to be less risky than SEMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PZIEX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 10.25% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 15.23% | -3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 19.54% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 17.65% | -3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.31% | 18.37% | -3.06% |