SCUIX vs. HILYX

Last updated Jun 4, 2026

SCUIX (Hartford Schroders US Small Cap Opportunities Fund) and HILYX (Hartford International Value Fund) are both mutual funds - SCUIX is a Small Cap Blend Equities fund managed by Hartford, while HILYX is a Foreign Large Cap Equities fund managed by Hartford. Over the past 10 years, SCUIX returned 9.57%/yr vs 11.25%/yr for HILYX. A 0.71 correlation means they provide meaningful diversification when combined. SCUIX charges 1.08%/yr vs 0.91%/yr for HILYX.

Performance

SCUIX vs. HILYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders US Small Cap Opportunities Fund (SCUIX) and Hartford International Value Fund (HILYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCUIX achieves a 14.85% return, which is significantly higher than HILYX's 12.21% return. Over the past 10 years, SCUIX has underperformed HILYX with an annualized return of 9.57%, while HILYX has yielded a comparatively higher 11.25% annualized return.

SCUIX

• 1D: 1.09%
• 1M: 3.42%
• YTD: 14.85%
• 6M: 13.65%
• 1Y: 30.78%
• 3Y*: 12.97%
• 5Y*: 5.19%
• 10Y*: 9.57%

HILYX

• 1D: 0.69%
• 1M: 4.19%
• YTD: 12.21%
• 6M: 15.25%
• 1Y: 31.79%
• 3Y*: 21.64%
• 5Y*: 13.13%
• 10Y*: 11.25%

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

SCUIX vs. HILYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCUIX Hartford Schroders US Small Cap Opportunities Fund	14.85%	4.99%	12.58%	8.51%	-16.75%	22.80%	7.99%	32.03%	-10.98%	14.86%
HILYX Hartford International Value Fund	12.21%	44.76%	0.28%	19.84%	-2.28%	18.79%	-5.94%	18.28%	-17.74%	24.91%

Correlation

The correlation between SCUIX and HILYX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.68
Correlation (10Y) Calculated over the trailing 10-year period	0.69
Correlation (All Time) Calculated using the full available price history since Jun 2, 2010	0.71

The correlation between SCUIX and HILYX has been stable across timeframes, ranging from 0.62 to 0.71 - a consistent structural relationship.

Return for Risk

SCUIX vs. HILYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCUIX

SCUIX Risk / Return Rank: 46
SCUIX Sharpe Ratio Rank: 40
SCUIX Sortino Ratio Rank: 41
SCUIX Omega Ratio Rank: 36
SCUIX Calmar Ratio Rank: 60
SCUIX Martin Ratio Rank: 53

HILYX

HILYX Risk / Return Rank: 56
HILYX Sharpe Ratio Rank: 61
HILYX Sortino Ratio Rank: 56
HILYX Omega Ratio Rank: 59
HILYX Calmar Ratio Rank: 53
HILYX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCUIX vs. HILYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US Small Cap Opportunities Fund (SCUIX) and Hartford International Value Fund (HILYX). 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.

	SCUIX	HILYX	Difference
Sharpe ratio: Return per unit of total volatility	1.84	2.29	-0.45
Sortino ratio: Return per unit of downside risk	2.69	3.16	-0.46
Omega ratio: Gain probability vs. loss probability	1.32	1.43	-0.11
Calmar ratio: Return relative to maximum drawdown	2.97	2.78	+0.19
Martin ratio: Return relative to average drawdown	10.86	10.83	+0.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCUIX vs. HILYX - Sharpe Ratio Comparison

The current SCUIX Sharpe Ratio is 1.84, which is comparable to the HILYX Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of SCUIX and HILYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SCUIX	HILYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	2.29	-0.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.26	0.87	-0.61
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.66	-0.20
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.61	-0.05

Drawdowns

SCUIX vs. HILYX - Drawdown Comparison

The maximum SCUIX drawdown since its inception was -50.53%, roughly equal to the maximum HILYX drawdown of -48.29%. Use the drawdown chart below to compare losses from any high point for SCUIX and HILYX.

Drawdown Indicators

	SCUIX	HILYX	Difference
Max Drawdown Largest peak-to-trough decline	-50.53%	-48.29%	-2.24%
Max Drawdown (1Y) Largest decline over 1 year	-10.92%	-11.31%	+0.39%
Max Drawdown (3Y) Largest decline over 3 years	-24.25%	-14.04%	-10.21%
Max Drawdown (5Y) Largest decline over 5 years	-27.72%	-25.58%	-2.14%
Max Drawdown (10Y) Largest decline over 10 years	-42.79%	-48.29%	+5.50%
Current Drawdown Current decline from peak	-0.84%	-0.11%	-0.73%
Average Drawdown Average peak-to-trough decline	-7.63%	-8.17%	+0.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.98%	2.90%	+0.08%

Volatility

SCUIX vs. HILYX - Volatility Comparison

Hartford Schroders US Small Cap Opportunities Fund (SCUIX) has a higher volatility of 4.76% compared to Hartford International Value Fund (HILYX) at 3.70%. This indicates that SCUIX's price experiences larger fluctuations and is considered to be riskier than HILYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCUIX	HILYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.76%	3.70%	+1.06%
Volatility (6M) Calculated over the trailing 6-month period	12.50%	10.99%	+1.51%
Volatility (1Y) Calculated over the trailing 1-year period	17.63%	13.80%	+3.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.00%	15.17%	+4.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.87%	17.07%	+3.80%

SCUIX vs. HILYX - Expense Ratio Comparison

SCUIX has a 1.08% expense ratio, which is higher than HILYX's 0.91% expense ratio.

Dividends

SCUIX vs. HILYX - Dividend Comparison

SCUIX's dividend yield for the trailing twelve months is around 11.60%, more than HILYX's 5.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HILYX Hartford International Value Fund	5.17%	5.80%	0.00%	2.67%	2.84%	3.22%	2.08%	3.05%	8.24%	6.97%	5.23%	3.55%
SCUIX Hartford Schroders US Small Cap Opportunities Fund	11.60%	13.33%	6.36%	0.08%	0.96%	11.13%	0.05%	4.99%	10.52%	9.00%	5.71%	8.10%

Frequently Asked Questions

Can I hold both SCUIX and HILYX in my portfolio?

SCUIX and HILYX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SCUIX or HILYX?

SCUIX has higher volatility (4.76%) compared to HILYX (3.70%). In terms of maximum drawdown, SCUIX dropped -50.53% vs HILYX's -48.29%.

Which has better risk-adjusted returns?

HILYX currently has the higher Sharpe Ratio (2.29 vs 1.84), 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.