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SEMVX: HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 28.42 2.31(7.52%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 04/11/2006 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 1.15% |
| Expenses | 1.17% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.2 | 23.0 | 55.5 | 23.9 | 6.4 | 11.0 | 5.7 | 7.1 | 7.1 | 39.9 | 7.4 | 8.6 | -22.6 | -5.4 | 23.2 | 21.8 | -15.8 | 40.5 | 10.2 | -12.9 | -4.8 | -2.5 | 21.4 | -16.8 | 13.2 | 76.9 | -51.0 | 39.0 | 16.2 |
| Sharpe Ratio | NA | 3.45 | 3.28 | 1.37 | 0.31 | 0.54 | NA | NA | 0.27 | 2.18 | 0.26 | 0.33 | -1.09 | -0.31 | 0.76 | 1.46 | -0.95 | 3.98 | 0.58 | -0.78 | -0.39 | -0.19 | 1.41 | -0.65 | 0.61 | 2.4 | -1.1 | 1.6 | 1.02 |
| Draw Down(%) | NA | 14.8 | 14.8 | 16.8 | 40.0 | 42.8 | NA | NA | 65.2 | 13.9 | 10.2 | 13.1 | 34.4 | 18.6 | 32.3 | 9.8 | 25.7 | 4.5 | 12.7 | 25.2 | 16.2 | 17.1 | 15.0 | 30.0 | 17.9 | 22.3 | 62.5 | 18.1 | 24.0 |
| Standard Deviation(%) | NA | 26.5 | 20.1 | 17.5 | 18.2 | 18.7 | NA | NA | 22.0 | 17.1 | 14.5 | 15.1 | 22.1 | 17.5 | 30.3 | 13.9 | 18.2 | 10.1 | 17.3 | 16.7 | 12.4 | 13.7 | 15.3 | 26.0 | 21.5 | 32.0 | 47.3 | 22.5 | 19.2 |
| Treynor Ratio | NA | 0.66 | 0.51 | 0.2 | 0.05 | 0.09 | NA | NA | 0.06 | 0.34 | 0.03 | 0.04 | -0.22 | -0.05 | 0.21 | 0.19 | -0.16 | 0.38 | 0.1 | -0.15 | -0.05 | -0.03 | 0.24 | -0.17 | 0.13 | 0.78 | -0.56 | 0.4 | 0.2 |
| Alpha | NA | 0.13 | 0.08 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 0.04 | -0.01 | 0.0 | -0.02 | -0.02 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 1.38 | 1.3 | 1.17 | 1.13 | 1.09 | NA | NA | 0.98 | 1.1 | 1.09 | 1.19 | 1.08 | 1.05 | 1.07 | 1.08 | 1.05 | 1.05 | 0.96 | 0.88 | 0.88 | 0.92 | 0.89 | 0.99 | 0.99 | 0.98 | 0.93 | 0.89 | 0.98 |
| RSquared | NA | 0.89 | 0.85 | 0.89 | 0.92 | 0.93 | NA | NA | 0.94 | 0.89 | 0.9 | 0.94 | 0.96 | 0.93 | 0.97 | 0.95 | 0.92 | 0.85 | 0.92 | 0.91 | 0.85 | 0.89 | 0.91 | 0.97 | 0.96 | 0.98 | 0.98 | 0.92 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 1.1 | 1.4 | 1.2 | 0.1 | 1.0 | 2.4 | 0.8 | 0.8 | 0.8 | 0.5 | 0.3 | 0.6 | 0.8 | 1.2 | 0.6 | 0.8 | 0.0 | 17.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 25.3 | -19.4 | -9.3 | 656.7 | -83.1 | -46.2 | 138.4 | 39.4 | 17.9 | 23.5 | 74.4 | -53.6 | -5.6 | -46.4 | 124.3 | 25.4 | N/A | -100.0 | 6328.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2006
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