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SEMNX vs. HHMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SEMNX vs. HHMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and Hartford Municipal Opportunities Fund (HHMIX). The values are adjusted to include any dividend payments, if applicable.

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SEMNX vs. HHMIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
HHMIX
Hartford Municipal Opportunities Fund
-0.38%5.70%2.14%5.92%-8.97%1.73%4.66%7.89%1.35%5.74%

Returns By Period

In the year-to-date period, SEMNX achieves a 3.88% return, which is significantly higher than HHMIX's -0.38% return. Over the past 10 years, SEMNX has outperformed HHMIX with an annualized return of 9.33%, while HHMIX has yielded a comparatively lower 2.30% 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%

HHMIX

1D
0.24%
1M
-2.23%
YTD
-0.38%
6M
0.94%
1Y
3.84%
3Y*
3.60%
5Y*
1.10%
10Y*
2.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SEMNX vs. HHMIX - Expense Ratio Comparison

SEMNX has a 1.23% expense ratio, which is higher than HHMIX's 0.44% expense ratio.


Return for Risk

SEMNX vs. HHMIX — Risk / Return Rank

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

SEMNX
SEMNX Risk / Return Rank: 9191
Overall Rank
SEMNX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SEMNX Sortino Ratio Rank: 9191
Sortino Ratio Rank
SEMNX Omega Ratio Rank: 9090
Omega Ratio Rank
SEMNX Calmar Ratio Rank: 9191
Calmar Ratio Rank
SEMNX Martin Ratio Rank: 9292
Martin Ratio Rank

HHMIX
HHMIX Risk / Return Rank: 5858
Overall Rank
HHMIX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HHMIX Sortino Ratio Rank: 5252
Sortino Ratio Rank
HHMIX Omega Ratio Rank: 7777
Omega Ratio Rank
HHMIX Calmar Ratio Rank: 5252
Calmar Ratio Rank
HHMIX Martin Ratio Rank: 4949
Martin Ratio Rank
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.

SEMNX vs. HHMIX - 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 Hartford Municipal Opportunities Fund (HHMIX). 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.


SEMNXHHMIXDifference

Sharpe ratio

Return per unit of total volatility

2.16

1.13

+1.03

Sortino ratio

Return per unit of downside risk

2.73

1.53

+1.20

Omega ratio

Gain probability vs. loss probability

1.41

1.31

+0.10

Calmar ratio

Return relative to maximum drawdown

2.78

1.40

+1.38

Martin ratio

Return relative to average drawdown

11.39

5.28

+6.11

SEMNX vs. HHMIX - Sharpe Ratio Comparison

The current SEMNX Sharpe Ratio is 2.16, which is higher than the HHMIX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of SEMNX and HHMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SEMNXHHMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

1.13

+1.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.33

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.65

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.68

-0.43

Correlation

The correlation between SEMNX and HHMIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

SEMNX vs. HHMIX - Dividend Comparison

SEMNX's dividend yield for the trailing twelve months is around 1.52%, less than HHMIX's 3.40% yield.


TTM20252024202320222021202020192018201720162015
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%
HHMIX
Hartford Municipal Opportunities Fund
3.40%4.40%2.72%2.41%2.28%1.72%2.17%2.83%2.86%2.98%2.77%3.04%

Drawdowns

SEMNX vs. HHMIX - Drawdown Comparison

The maximum SEMNX drawdown since its inception was -65.10%, which is greater than HHMIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for SEMNX and HHMIX.


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Drawdown Indicators


SEMNXHHMIXDifference

Max Drawdown

Largest peak-to-trough decline

-65.10%

-30.49%

-34.61%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

-3.59%

-11.21%

Max Drawdown (5Y)

Largest decline over 5 years

-39.74%

-13.76%

-25.98%

Max Drawdown (10Y)

Largest decline over 10 years

-42.47%

-13.76%

-28.71%

Current Drawdown

Current decline from peak

-12.22%

-2.57%

-9.65%

Average Drawdown

Average peak-to-trough decline

-17.39%

-3.90%

-13.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

0.96%

+2.66%

Volatility

SEMNX vs. HHMIX - Volatility Comparison

Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a higher volatility of 10.25% compared to Hartford Municipal Opportunities Fund (HHMIX) at 0.96%. This indicates that SEMNX's price experiences larger fluctuations and is considered to be riskier than HHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEMNXHHMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.25%

0.96%

+9.29%

Volatility (6M)

Calculated over the trailing 6-month period

15.23%

1.61%

+13.62%

Volatility (1Y)

Calculated over the trailing 1-year period

19.54%

3.83%

+15.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

3.29%

+14.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.37%

3.56%

+14.81%