SEMNX vs. HBLYX
Compare and contrast key facts about Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and The Hartford Balanced Income Fund (HBLYX).
SEMNX is managed by Hartford. HBLYX is managed by Hartford. It was launched on Jul 30, 2006.
Performance
SEMNX vs. HBLYX - Performance Comparison
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SEMNX vs. HBLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
Returns By Period
In the year-to-date period, SEMNX achieves a 3.88% return, which is significantly higher than HBLYX's -0.74% return. Over the past 10 years, SEMNX has outperformed HBLYX with an annualized return of 9.33%, while HBLYX has yielded a comparatively lower 6.68% annualized return.
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%
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
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SEMNX vs. HBLYX - Expense Ratio Comparison
SEMNX has a 1.23% expense ratio, which is higher than HBLYX's 0.64% expense ratio.
Return for Risk
SEMNX vs. HBLYX — Risk / Return Rank
SEMNX
HBLYX
SEMNX vs. HBLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and The Hartford Balanced Income Fund (HBLYX). 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.
| SEMNX | HBLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 0.92 | +1.24 |
Sortino ratioReturn per unit of downside risk | 2.73 | 1.29 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.19 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.27 | +1.51 |
Martin ratioReturn relative to average drawdown | 11.39 | 5.01 | +6.38 |
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
| SEMNX | HBLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 0.92 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.61 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.80 | -0.55 |
Correlation
The correlation between SEMNX and HBLYX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SEMNX vs. HBLYX - Dividend Comparison
SEMNX's dividend yield for the trailing twelve months is around 1.52%, less than HBLYX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
Drawdowns
SEMNX vs. HBLYX - Drawdown Comparison
The maximum SEMNX drawdown since its inception was -65.10%, which is greater than HBLYX's maximum drawdown of -31.36%. Use the drawdown chart below to compare losses from any high point for SEMNX and HBLYX.
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Drawdown Indicators
| SEMNX | HBLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.10% | -31.36% | -33.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.80% | -5.90% | -8.90% |
Max Drawdown (5Y)Largest decline over 5 years | -39.74% | -15.92% | -23.82% |
Max Drawdown (10Y)Largest decline over 10 years | -42.47% | -23.19% | -19.28% |
Current DrawdownCurrent decline from peak | -12.22% | -4.55% | -7.67% |
Average DrawdownAverage peak-to-trough decline | -17.39% | -3.10% | -14.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 1.49% | +2.13% |
Volatility
SEMNX vs. HBLYX - Volatility Comparison
Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a higher volatility of 10.25% compared to The Hartford Balanced Income Fund (HBLYX) at 2.73%. This indicates that SEMNX's price experiences larger fluctuations and is considered to be riskier than HBLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEMNX | HBLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 2.73% | +7.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.23% | 4.42% | +10.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.54% | 7.61% | +11.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 7.96% | +9.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 8.38% | +9.99% |