SIDNX vs. PZRIX
Compare and contrast key facts about Hartford Schroders International Multi-Cap Value Fund (SIDNX) and PIMCO RAE Global ex-US Fund (PZRIX).
SIDNX is managed by Hartford. It was launched on Aug 29, 2006. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
SIDNX vs. PZRIX - Performance Comparison
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SIDNX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIDNX Hartford Schroders International Multi-Cap Value Fund | 4.72% | 45.41% | 5.93% | 13.72% | -11.75% | 13.87% | 1.04% | 18.58% | -15.43% | 23.29% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, SIDNX achieves a 4.72% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, SIDNX has underperformed PZRIX with an annualized return of 9.35%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
SIDNX
- 1D
- 2.67%
- 1M
- -6.88%
- YTD
- 4.72%
- 6M
- 11.92%
- 1Y
- 38.40%
- 3Y*
- 20.04%
- 5Y*
- 10.95%
- 10Y*
- 9.35%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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SIDNX vs. PZRIX - Expense Ratio Comparison
SIDNX has a 0.84% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
SIDNX vs. PZRIX — Risk / Return Rank
SIDNX
PZRIX
SIDNX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Multi-Cap Value Fund (SIDNX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.
| SIDNX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.50 | 2.67 | -0.17 |
Sortino ratioReturn per unit of downside risk | 3.06 | 3.39 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.52 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.36 | 3.09 | +0.27 |
Martin ratioReturn relative to average drawdown | 13.00 | 14.29 | -1.29 |
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
| SIDNX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 2.67 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.69 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.59 | -0.24 |
Correlation
The correlation between SIDNX and PZRIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SIDNX vs. PZRIX - Dividend Comparison
SIDNX's dividend yield for the trailing twelve months is around 6.35%, more than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIDNX Hartford Schroders International Multi-Cap Value Fund | 6.35% | 6.65% | 2.06% | 2.92% | 4.14% | 2.67% | 2.24% | 3.29% | 5.86% | 3.31% | 1.30% | 3.22% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
SIDNX vs. PZRIX - Drawdown Comparison
The maximum SIDNX drawdown since its inception was -62.41%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for SIDNX and PZRIX.
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Drawdown Indicators
| SIDNX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.41% | -43.53% | -18.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -10.68% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -30.85% | +4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -41.11% | -43.53% | +2.42% |
Current DrawdownCurrent decline from peak | -8.44% | -5.20% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -11.22% | -9.00% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.45% | +0.46% |
Volatility
SIDNX vs. PZRIX - Volatility Comparison
Hartford Schroders International Multi-Cap Value Fund (SIDNX) has a higher volatility of 7.52% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that SIDNX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIDNX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.52% | 5.45% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 8.92% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 14.17% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 15.85% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 17.02% | -1.51% |