SEMNX vs. SMDIX
Compare and contrast key facts about Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX).
SEMNX is managed by Hartford. SMDIX is managed by Hartford. It was launched on Mar 31, 2006.
Performance
SEMNX vs. SMDIX - Performance Comparison
Loading graphics...
SEMNX vs. SMDIX - 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% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 3.05% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
Returns By Period
In the year-to-date period, SEMNX achieves a 3.88% return, which is significantly higher than SMDIX's 3.05% return. Over the past 10 years, SEMNX has underperformed SMDIX with an annualized return of 9.33%, while SMDIX has yielded a comparatively higher 9.97% 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%
SMDIX
- 1D
- 2.40%
- 1M
- -5.18%
- YTD
- 3.05%
- 6M
- 8.55%
- 1Y
- 15.92%
- 3Y*
- 11.15%
- 5Y*
- 7.44%
- 10Y*
- 9.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEMNX vs. SMDIX - Expense Ratio Comparison
SEMNX has a 1.23% expense ratio, which is higher than SMDIX's 0.89% expense ratio.
Return for Risk
SEMNX vs. SMDIX — Risk / Return Rank
SEMNX
SMDIX
SEMNX vs. SMDIX - 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 Schroders US MidCap Opportunities Fund (SMDIX). 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 | SMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 0.89 | +1.27 |
Sortino ratioReturn per unit of downside risk | 2.73 | 1.36 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.19 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.33 | +1.45 |
Martin ratioReturn relative to average drawdown | 11.39 | 6.04 | +5.36 |
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
| SEMNX | SMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 0.89 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.46 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.50 | -0.25 |
Correlation
The correlation between SEMNX and SMDIX is 0.66, 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. SMDIX - Dividend Comparison
SEMNX's dividend yield for the trailing twelve months is around 1.52%, less than SMDIX's 9.57% 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% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.57% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Drawdowns
SEMNX vs. SMDIX - Drawdown Comparison
The maximum SEMNX drawdown since its inception was -65.10%, which is greater than SMDIX's maximum drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for SEMNX and SMDIX.
Loading graphics...
Drawdown Indicators
| SEMNX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.10% | -48.26% | -16.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.80% | -12.54% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -39.74% | -20.87% | -18.87% |
Max Drawdown (10Y)Largest decline over 10 years | -42.47% | -40.70% | -1.77% |
Current DrawdownCurrent decline from peak | -12.22% | -5.18% | -7.04% |
Average DrawdownAverage peak-to-trough decline | -17.39% | -6.51% | -10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.77% | +0.85% |
Volatility
SEMNX vs. SMDIX - Volatility Comparison
Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a higher volatility of 10.25% compared to Hartford Schroders US MidCap Opportunities Fund (SMDIX) at 5.35%. This indicates that SEMNX's price experiences larger fluctuations and is considered to be riskier than SMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SEMNX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 5.35% | +4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 15.23% | 10.63% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.54% | 18.22% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 16.23% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 17.96% | +0.41% |