SEMVX vs. HDGYX
Compare and contrast key facts about Hartford Schroders Emerging Mkts Eq A (SEMVX) and The Hartford Dividend and Growth Fund (HDGYX).
SEMVX is managed by Hartford. It was launched on Oct 24, 2016. HDGYX is managed by Hartford. It was launched on Jul 22, 1996.
Performance
SEMVX vs. HDGYX - Performance Comparison
Loading graphics...
SEMVX vs. HDGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEMVX Hartford Schroders Emerging Mkts Eq A | 4.93% | 39.88% | 7.36% | 8.61% | -22.55% | -5.37% | 23.24% | 21.85% | -15.78% | 40.54% |
HDGYX The Hartford Dividend and Growth Fund | -2.14% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
Returns By Period
In the year-to-date period, SEMVX achieves a 4.93% return, which is significantly higher than HDGYX's -2.14% return. Over the past 10 years, SEMVX has underperformed HDGYX with an annualized return of 9.21%, while HDGYX has yielded a comparatively higher 12.28% annualized return.
SEMVX
- 1D
- -0.82%
- 1M
- -4.07%
- YTD
- 4.93%
- 6M
- 8.85%
- 1Y
- 45.47%
- 3Y*
- 17.74%
- 5Y*
- 3.65%
- 10Y*
- 9.21%
HDGYX
- 1D
- 0.23%
- 1M
- -4.30%
- YTD
- -2.14%
- 6M
- 2.32%
- 1Y
- 16.69%
- 3Y*
- 13.13%
- 5Y*
- 9.63%
- 10Y*
- 12.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEMVX vs. HDGYX - Expense Ratio Comparison
SEMVX has a 1.46% expense ratio, which is higher than HDGYX's 0.69% expense ratio.
Return for Risk
SEMVX vs. HDGYX — Risk / Return Rank
SEMVX
HDGYX
SEMVX vs. HDGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Emerging Mkts Eq A (SEMVX) and The Hartford Dividend and Growth Fund (HDGYX). 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.
| SEMVX | HDGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.15 | 0.85 | +1.30 |
Sortino ratioReturn per unit of downside risk | 2.72 | 1.27 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.18 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.24 | +1.62 |
Martin ratioReturn relative to average drawdown | 11.25 | 5.37 | +5.88 |
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
| SEMVX | HDGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 0.85 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.69 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.74 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.57 | -0.33 |
Correlation
The correlation between SEMVX and HDGYX is 0.67, 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
SEMVX vs. HDGYX - Dividend Comparison
SEMVX's dividend yield for the trailing twelve months is around 0.86%, less than HDGYX's 12.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMVX Hartford Schroders Emerging Mkts Eq A | 0.86% | 0.90% | 1.00% | 1.31% | 1.55% | 0.16% | 0.87% | 1.98% | 0.99% | 0.59% | 0.71% | 0.63% |
HDGYX The Hartford Dividend and Growth Fund | 12.56% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
Drawdowns
SEMVX vs. HDGYX - Drawdown Comparison
The maximum SEMVX drawdown since its inception was -65.19%, which is greater than HDGYX's maximum drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for SEMVX and HDGYX.
Loading graphics...
Drawdown Indicators
| SEMVX | HDGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.19% | -50.78% | -14.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -8.00% | -6.82% |
Max Drawdown (5Y)Largest decline over 5 years | -40.02% | -18.79% | -21.23% |
Max Drawdown (10Y)Largest decline over 10 years | -42.77% | -34.98% | -7.79% |
Current DrawdownCurrent decline from peak | -11.27% | -5.35% | -5.92% |
Average DrawdownAverage peak-to-trough decline | -17.90% | -5.84% | -12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 2.47% | +1.29% |
Volatility
SEMVX vs. HDGYX - Volatility Comparison
Hartford Schroders Emerging Mkts Eq A (SEMVX) has a higher volatility of 8.93% compared to The Hartford Dividend and Growth Fund (HDGYX) at 4.35%. This indicates that SEMVX's price experiences larger fluctuations and is considered to be riskier than HDGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SEMVX | HDGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.93% | 4.35% | +4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 15.32% | 8.30% | +7.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 15.11% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 14.02% | +3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 16.61% | +1.74% |