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SCVEX: HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 1.08% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/31/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 13.7 | 13.7 | 14.4 | 10.4 | 7.4 | 7.6 | 5.7 | 7.1 | 16.7 | -19.0 | 10.3 | 24.5 | 24.8 | -12.6 | 29.4 | -1.6 | -0.4 | -5.7 | 20.3 | 18.7 | -16.8 | 15.0 | 46.9 | -47.0 | 13.8 | 14.1 |
| Sharpe Ratio | NA | 1.48 | 0.63 | 0.7 | 0.5 | 0.34 | NA | 0.22 | 0.04 | 1.0 | -0.87 | 0.73 | 0.81 | 1.93 | -0.94 | 3.77 | -0.1 | -0.03 | -0.5 | 1.58 | 1.12 | -0.58 | 0.72 | 1.72 | -1.16 | 0.59 | 1.5 |
| Draw Down(%) | NA | 13.6 | 13.6 | 17.3 | 33.8 | 33.8 | NA | 60.3 | 7.4 | 12.8 | 31.7 | 7.2 | 31.6 | 7.6 | 21.4 | 2.6 | 13.1 | 17.0 | 11.5 | 9.4 | 15.9 | 29.4 | 17.8 | 23.7 | 57.2 | 12.7 | 10.7 |
| Standard Deviation(%) | NA | 19.6 | 16.6 | 16.0 | 16.7 | 17.4 | NA | 20.4 | 12.7 | 12.6 | 23.6 | 14.1 | 29.7 | 12.2 | 14.9 | 7.7 | 17.4 | 15.6 | 11.5 | 12.8 | 16.7 | 29.2 | 20.8 | 27.2 | 41.3 | 18.3 | 14.6 |
| Treynor Ratio | NA | 0.28 | 0.1 | 0.11 | 0.08 | 0.06 | NA | 0.05 | 0.01 | 0.14 | -0.19 | 0.1 | 0.31 | 0.21 | -0.13 | 0.3 | -0.02 | 0.0 | -0.06 | 0.22 | 0.2 | -0.16 | 0.16 | 0.51 | -0.49 | 0.11 | 0.22 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.07 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.06 | -0.04 | 0.01 | 0.01 |
| Beta | NA | 1.02 | 1.0 | 0.98 | 1.02 | 0.95 | NA | 0.96 | 0.96 | 0.93 | 1.07 | 1.05 | 0.77 | 1.1 | 1.08 | 0.97 | 0.94 | 0.96 | 0.94 | 0.93 | 0.96 | 1.05 | 0.94 | 0.92 | 0.97 | 0.98 | 1.0 |
| RSquared | NA | 0.94 | 0.93 | 0.93 | 0.92 | 0.78 | NA | 0.87 | 0.89 | 0.91 | 0.95 | 0.89 | 0.5 | 0.92 | 0.94 | 0.88 | 0.89 | 0.89 | 0.85 | 0.85 | 0.91 | 0.96 | 0.91 | 0.93 | 0.93 | 0.81 | 0.85 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.2 | 1.0 | 1.7 | 2.3 | N/A | 1.2 | 1.1 | 0.8 | 0.9 | 0.0 | 1.3 | 6.5 | 1.2 | 1.4 | 0.9 | 3.7 | 2.0 | 0.9 | 0.0 | 2.2 | 2.3 | 0.4 | 1.9 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 16.4 | 75.8 | -52.4 | N/A | N/A | N/A | 16.4 | 11.0 | -0.6 | 3775.0 | -97.1 | -84.6 | 579.4 | -14.7 | 52.9 | -77.3 | 109.8 | 167.5 | N/A | -100.0 | 41.7 | 174.5 | -74.3 | 151.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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