Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HSHAX (Hartford Schroders China A Fund Class A) NA 21.94% -5.58% -2.77% NA NA NA
Data as of 07/18/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
Name Start Date End Date
HSHAX (Hartford Schroders China A Fund Class A) 04/01/2020 07/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.03 21.94 -5.58 -2.77 NA NA NA 6.04 2.39 -14.76 -29.10 6.97 71.87
Sharpe Ratio NA 0.76 -0.42 -0.19 NA NA NA 0.48 -0.05 -1.11 -1.28 0.35 4.90
Standard Deviation(%) NA 24.81 21.46 21.54 NA NA NA 17.72 26.42 16.70 23.96 19.64 21.45
Draw Down(%) NA 19.16 39.96 55.11 NA NA NA 14.85 19.20 29.55 38.66 18.68 8.75
Yield(%) 0.50 1.05 0.34 2.61 1.81 1.21 0.90 0.54 0.40 0.05 0.20 1.32 14.66
Data as of 07/18/2025, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSHAX (Hartford Schroders China A Fund Class A) -20.17%
Jan 2021 – Jan 2024
-0.73%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSHAX (Hartford Schroders China A Fund Class A) 2.82%
May 2020 – May 2023
0.79%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return