SCUIX vs. SEMNX
SCUIX (Hartford Schroders US Small Cap Opportunities Fund) and SEMNX (Hartford Schroders Emerging Markets Equity Fund Class I) are both mutual funds - SCUIX is a Small Cap Blend Equities fund managed by Hartford, while SEMNX is a Emerging Markets Equities fund managed by Hartford. Over the past 10 years, SCUIX returned 9.57%/yr vs 12.27%/yr for SEMNX. A 0.64 correlation means they provide meaningful diversification when combined. SCUIX charges 1.08%/yr vs 1.23%/yr for SEMNX.
Performance
SCUIX vs. SEMNX - Performance Comparison
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Returns By Period
In the year-to-date period, SCUIX achieves a 14.85% return, which is significantly lower than SEMNX's 36.03% return. Over the past 10 years, SCUIX has underperformed SEMNX with an annualized return of 9.57%, while SEMNX has yielded a comparatively higher 12.27% 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%
SEMNX
- 1D
- 1.20%
- 1M
- 12.95%
- YTD
- 36.03%
- 6M
- 39.77%
- 1Y
- 75.41%
- 3Y*
- 28.48%
- 5Y*
- 9.07%
- 10Y*
- 12.27%
SCUIX vs. SEMNX - 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% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 36.03% | 40.36% | 7.56% | 8.80% | -22.30% | -5.11% | 23.58% | 22.12% | -15.57% | 40.87% |
Correlation
The correlation between SCUIX and SEMNX is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2007 | 0.64 |
The correlation between SCUIX and SEMNX shifts across timeframes, from 0.51 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SCUIX vs. SEMNX — Risk / Return Rank
SCUIX
SEMNX
SCUIX vs. SEMNX - 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 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.
| SCUIX | SEMNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.68 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 5.13 | -2.16 |
| Martin ratioReturn relative to average drawdown | 10.86 | 20.71 | -9.84 |
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
| SCUIX | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 3.77 | -1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.50 | -0.24 |
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 | 0.31 | +0.24 |
Drawdowns
SCUIX vs. SEMNX - Drawdown Comparison
The maximum SCUIX drawdown since its inception was -50.53%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for SCUIX and SEMNX.
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Drawdown Indicators
| SCUIX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.53% | -65.10% | +14.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -14.80% | +3.88% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -16.67% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | -39.74% | +12.02% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -42.47% | -0.32% |
Current DrawdownCurrent decline from peak | -0.84% | 0.00% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -17.26% | +9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 3.66% | -0.68% |
Volatility
SCUIX vs. SEMNX - Volatility Comparison
The current volatility for Hartford Schroders US Small Cap Opportunities Fund (SCUIX) is 4.76%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 9.00%. This indicates that SCUIX 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.
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Volatility by Period
| SCUIX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 9.00% | -4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 17.27% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 20.14% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 18.20% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.87% | 18.68% | +2.19% |
SCUIX vs. SEMNX - Expense Ratio Comparison
SCUIX has a 1.08% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Dividends
SCUIX vs. SEMNX - Dividend Comparison
SCUIX's dividend yield for the trailing twelve months is around 11.60%, more than SEMNX's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 1.16% | 1.58% | 1.16% | 1.33% | 1.86% | 1.21% | 0.77% | 2.17% | 1.22% | 0.82% | 0.94% | 0.94% |
Frequently Asked Questions
SCUIX and SEMNX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEMNX has higher volatility (9.00%) compared to SCUIX (4.76%). In terms of maximum drawdown, SCUIX dropped -50.53% vs SEMNX's -65.10%.
SEMNX currently has the higher Sharpe Ratio (3.77 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.
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