SFGIX vs. HLFMX
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and Harding Loevner Frontier Emerging Markets Fund (HLFMX).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. HLFMX is managed by Harding Loevner. It was launched on May 26, 2008.
Performance
SFGIX vs. HLFMX - Performance Comparison
Loading graphics...
SFGIX vs. HLFMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.05% | 32.47% | -5.52% | 13.80% | -12.75% | -2.39% | 22.17% | 23.04% | -18.14% | 25.99% |
HLFMX Harding Loevner Frontier Emerging Markets Fund | -0.11% | 16.95% | 8.76% | 10.43% | -18.91% | 10.18% | 0.11% | 10.88% | -15.45% | 25.08% |
Returns By Period
In the year-to-date period, SFGIX achieves a 3.05% return, which is significantly higher than HLFMX's -0.11% return. Over the past 10 years, SFGIX has outperformed HLFMX with an annualized return of 6.82%, while HLFMX has yielded a comparatively lower 4.15% annualized return.
SFGIX
- 1D
- 1.54%
- 1M
- -9.89%
- YTD
- 3.05%
- 6M
- 9.89%
- 1Y
- 30.62%
- 3Y*
- 12.17%
- 5Y*
- 3.77%
- 10Y*
- 6.82%
HLFMX
- 1D
- 2.06%
- 1M
- -5.71%
- YTD
- -0.11%
- 6M
- 3.25%
- 1Y
- 15.51%
- 3Y*
- 11.57%
- 5Y*
- 4.87%
- 10Y*
- 4.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SFGIX vs. HLFMX - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is lower than HLFMX's 1.60% expense ratio.
Return for Risk
SFGIX vs. HLFMX — Risk / Return Rank
SFGIX
HLFMX
SFGIX vs. HLFMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) and Harding Loevner Frontier Emerging Markets Fund (HLFMX). 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.
| SFGIX | HLFMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.18 | 1.36 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.66 | 1.85 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.27 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.41 | +0.83 |
Martin ratioReturn relative to average drawdown | 9.13 | 5.03 | +4.10 |
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
| SFGIX | HLFMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.18 | 1.36 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.48 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.35 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.07 | +0.33 |
Correlation
The correlation between SFGIX and HLFMX is 0.60, 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
SFGIX vs. HLFMX - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 3.28%, less than HLFMX's 3.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.28% | 3.39% | 3.28% | 1.70% | 1.90% | 8.82% | 2.24% | 2.49% | 8.74% | 2.95% | 0.93% | 1.30% |
HLFMX Harding Loevner Frontier Emerging Markets Fund | 3.57% | 3.56% | 1.88% | 1.77% | 2.28% | 0.83% | 1.61% | 1.97% | 1.34% | 1.90% | 1.01% | 1.13% |
Drawdowns
SFGIX vs. HLFMX - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -35.64%, smaller than the maximum HLFMX drawdown of -63.95%. Use the drawdown chart below to compare losses from any high point for SFGIX and HLFMX.
Loading graphics...
Drawdown Indicators
| SFGIX | HLFMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -63.95% | +28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -11.09% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -28.37% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -46.61% | +10.97% |
Current DrawdownCurrent decline from peak | -11.52% | -9.26% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -19.38% | +9.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.11% | +0.04% |
Volatility
SFGIX vs. HLFMX - Volatility Comparison
Seafarer Overseas Growth and Income Fund (SFGIX) has a higher volatility of 8.13% compared to Harding Loevner Frontier Emerging Markets Fund (HLFMX) at 6.73%. This indicates that SFGIX's price experiences larger fluctuations and is considered to be riskier than HLFMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SFGIX | HLFMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 6.73% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 8.72% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 12.03% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 10.23% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.04% | 11.79% | +3.25% |