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SWRLX vs. SCIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SWRLX vs. SCIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone International Equity Fund (SWRLX) and Hartford Schroders International Stock Fund Class I (SCIEX). The values are adjusted to include any dividend payments, if applicable.

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SWRLX vs. SCIEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SWRLX
Touchstone International Equity Fund
2.74%53.78%-1.53%17.63%-11.02%3.86%7.47%25.87%-16.81%27.24%
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, SWRLX achieves a 2.74% return, which is significantly higher than SCIEX's -6.34% return. Both investments have delivered pretty close results over the past 10 years, with SWRLX having a 9.09% annualized return and SCIEX not far ahead at 9.17%.


SWRLX

1D
0.00%
1M
-11.11%
YTD
2.74%
6M
12.29%
1Y
38.68%
3Y*
18.67%
5Y*
10.18%
10Y*
9.09%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SWRLX vs. SCIEX - Expense Ratio Comparison

SWRLX has a 1.37% expense ratio, which is higher than SCIEX's 0.79% expense ratio.


Return for Risk

SWRLX vs. SCIEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SWRLX
SWRLX Risk / Return Rank: 9494
Overall Rank
SWRLX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SWRLX Sortino Ratio Rank: 9393
Sortino Ratio Rank
SWRLX Omega Ratio Rank: 9393
Omega Ratio Rank
SWRLX Calmar Ratio Rank: 9494
Calmar Ratio Rank
SWRLX Martin Ratio Rank: 9393
Martin Ratio Rank

SCIEX
SCIEX Risk / Return Rank: 2424
Overall Rank
SCIEX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SCIEX Sortino Ratio Rank: 2323
Sortino Ratio Rank
SCIEX Omega Ratio Rank: 2222
Omega Ratio Rank
SCIEX Calmar Ratio Rank: 2424
Calmar Ratio Rank
SCIEX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SWRLX vs. SCIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone International Equity Fund (SWRLX) 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.


SWRLXSCIEXDifference

Sharpe ratio

Return per unit of total volatility

2.38

0.59

+1.79

Sortino ratio

Return per unit of downside risk

2.90

0.90

+2.00

Omega ratio

Gain probability vs. loss probability

1.47

1.12

+0.35

Calmar ratio

Return relative to maximum drawdown

3.02

0.71

+2.31

Martin ratio

Return relative to average drawdown

11.84

2.67

+9.17

SWRLX vs. SCIEX - Sharpe Ratio Comparison

The current SWRLX Sharpe Ratio is 2.38, which is higher than the SCIEX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of SWRLX and SCIEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SWRLXSCIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

0.59

+1.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.30

+0.30

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

0.38

0.35

+0.03

Correlation

The correlation between SWRLX and SCIEX is 0.88, 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

SWRLX vs. SCIEX - Dividend Comparison

SWRLX's dividend yield for the trailing twelve months is around 7.43%, more than SCIEX's 2.92% yield.


TTM20252024202320222021202020192018201720162015
SWRLX
Touchstone International Equity Fund
7.43%7.63%10.53%1.36%1.56%14.95%0.46%9.10%15.19%3.61%0.66%3.76%
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

SWRLX vs. SCIEX - Drawdown Comparison

The maximum SWRLX drawdown since its inception was -59.44%, roughly equal to the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for SWRLX and SCIEX.


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Drawdown Indicators


SWRLXSCIEXDifference

Max Drawdown

Largest peak-to-trough decline

-59.44%

-60.26%

+0.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

-12.23%

+0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-34.19%

-33.07%

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-35.95%

-33.07%

-2.88%

Current Drawdown

Current decline from peak

-11.49%

-12.15%

+0.66%

Average Drawdown

Average peak-to-trough decline

-11.68%

-12.39%

+0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.07%

3.25%

-0.18%

Volatility

SWRLX vs. SCIEX - Volatility Comparison

Touchstone International Equity Fund (SWRLX) and Hartford Schroders International Stock Fund Class I (SCIEX) have volatilities of 6.90% and 7.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SWRLXSCIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

7.24%

-0.34%

Volatility (6M)

Calculated over the trailing 6-month period

10.71%

11.27%

-0.56%

Volatility (1Y)

Calculated over the trailing 1-year period

15.93%

16.97%

-1.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

16.45%

+0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.75%

17.01%

-0.26%