SMDIX vs. SCIEX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Hartford Schroders International Stock Fund Class I (SCIEX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
SMDIX vs. SCIEX - Performance Comparison
Loading graphics...
SMDIX vs. SCIEX - 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% |
SCIEX Hartford Schroders International Stock Fund Class I | -6.34% | 25.98% | 5.89% | 17.02% | -18.76% | 11.38% | 24.91% | 25.18% | -12.38% | 29.69% |
Returns By Period
In the year-to-date period, SMDIX achieves a 0.63% return, which is significantly higher than SCIEX's -6.34% return. Over the past 10 years, SMDIX has outperformed SCIEX with an annualized return of 9.71%, while SCIEX has yielded a comparatively lower 9.17% 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%
SCIEX
- 1D
- 0.10%
- 1M
- -12.11%
- YTD
- -6.34%
- 6M
- -3.91%
- 1Y
- 10.89%
- 3Y*
- 9.70%
- 5Y*
- 4.89%
- 10Y*
- 9.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SMDIX vs. SCIEX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is higher than SCIEX's 0.79% expense ratio.
Return for Risk
SMDIX vs. SCIEX — Risk / Return Rank
SMDIX
SCIEX
SMDIX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Hartford Schroders International Stock Fund Class I (SCIEX). 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 | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.59 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.90 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.71 | +0.26 |
Martin ratioReturn relative to average drawdown | 4.44 | 2.67 | +1.77 |
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
| SMDIX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.59 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.30 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.35 | +0.14 |
Correlation
The correlation between SMDIX and SCIEX is 0.74, 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. SCIEX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than SCIEX's 2.92% 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% |
SCIEX Hartford Schroders International Stock Fund Class I | 2.92% | 2.74% | 0.00% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% |
Drawdowns
SMDIX vs. SCIEX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for SMDIX and SCIEX.
Loading graphics...
Drawdown Indicators
| SMDIX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -60.26% | +12.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.23% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -33.07% | +12.20% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | -33.07% | -7.63% |
Current DrawdownCurrent decline from peak | -7.40% | -12.15% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -12.39% | +5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.25% | -0.50% |
Volatility
SMDIX vs. SCIEX - Volatility Comparison
The current volatility for Hartford Schroders US MidCap Opportunities Fund (SMDIX) is 4.68%, while Hartford Schroders International Stock Fund Class I (SCIEX) has a volatility of 7.24%. This indicates that SMDIX experiences smaller price fluctuations and is considered to be less risky than SCIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SMDIX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 7.24% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 11.27% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 16.97% | +1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 16.45% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 17.01% | +0.93% |