SMDIX vs. HBLYX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and The Hartford Balanced Income Fund (HBLYX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. HBLYX is managed by Hartford. It was launched on Jul 30, 2006.
Performance
SMDIX vs. HBLYX - Performance Comparison
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SMDIX vs. HBLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
HBLYX The Hartford Balanced Income Fund | -1.56% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
Returns By Period
In the year-to-date period, SMDIX achieves a 0.63% return, which is significantly higher than HBLYX's -1.56% return. Over the past 10 years, SMDIX has outperformed HBLYX with an annualized return of 9.71%, while HBLYX has yielded a comparatively lower 6.59% annualized return.
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
HBLYX
- 1D
- 0.28%
- 1M
- -5.33%
- YTD
- -1.56%
- 6M
- 0.45%
- 1Y
- 6.11%
- 3Y*
- 8.05%
- 5Y*
- 4.78%
- 10Y*
- 6.59%
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SMDIX vs. HBLYX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is higher than HBLYX's 0.64% expense ratio.
Return for Risk
SMDIX vs. HBLYX — Risk / Return Rank
SMDIX
HBLYX
SMDIX vs. HBLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and The Hartford Balanced Income Fund (HBLYX). 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.
| SMDIX | HBLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.88 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.23 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.10 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.41 | +0.03 |
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
| SMDIX | HBLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.88 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.79 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.80 | -0.31 |
Correlation
The correlation between SMDIX and HBLYX is 0.80, 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
SMDIX vs. HBLYX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than HBLYX's 7.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
HBLYX The Hartford Balanced Income Fund | 7.08% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
Drawdowns
SMDIX vs. HBLYX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, which is greater than HBLYX's maximum drawdown of -31.36%. Use the drawdown chart below to compare losses from any high point for SMDIX and HBLYX.
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Drawdown Indicators
| SMDIX | HBLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -31.36% | -16.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -5.90% | -6.64% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -15.92% | -4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | -23.19% | -17.51% |
Current DrawdownCurrent decline from peak | -7.40% | -5.33% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -3.10% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.47% | +1.28% |
Volatility
SMDIX vs. HBLYX - Volatility Comparison
Hartford Schroders US MidCap Opportunities Fund (SMDIX) has a higher volatility of 4.68% compared to The Hartford Balanced Income Fund (HBLYX) at 2.51%. This indicates that SMDIX's price experiences larger fluctuations and is considered to be riskier than HBLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMDIX | HBLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 2.51% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 4.35% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 7.59% | +10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 7.95% | +8.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 8.38% | +9.56% |