CHWY vs. HACAX
Compare and contrast key facts about Chewy, Inc. (CHWY) and Harbor Capital Appreciation Fund Class I (HACAX).
HACAX is managed by Harbor Funds. It was launched on Dec 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHWY or HACAX.
Key characteristics
| CHWY | HACAX | |
|---|---|---|
| YTD Return | 37.07% | 28.79% |
| 1Y Return | 53.29% | 37.33% |
| 3Y Return (Ann) | -24.39% | -0.82% |
| 5Y Return (Ann) | 6.73% | 9.64% |
| Sharpe Ratio | 0.98 | 1.99 |
| Sortino Ratio | 1.84 | 2.66 |
| Omega Ratio | 1.21 | 1.36 |
| Calmar Ratio | 0.69 | 1.21 |
| Martin Ratio | 2.73 | 9.50 |
| Ulcer Index | 22.16% | 3.86% |
| Daily Std Dev | 61.66% | 18.45% |
| Max Drawdown | -87.37% | -68.72% |
| Current Drawdown | -72.71% | -4.13% |
Correlation
The correlation between CHWY and HACAX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CHWY vs. HACAX - Performance Comparison
In the year-to-date period, CHWY achieves a 37.07% return, which is significantly higher than HACAX's 28.79% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CHWY vs. HACAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chewy, Inc. (CHWY) and Harbor Capital Appreciation Fund Class I (HACAX). 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.
Dividends
CHWY vs. HACAX - Dividend Comparison
Neither CHWY nor HACAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHWY Chewy, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HACAX Harbor Capital Appreciation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.24% | 0.16% | 0.11% | 0.08% | 0.08% | 0.08% |
Drawdowns
CHWY vs. HACAX - Drawdown Comparison
The maximum CHWY drawdown since its inception was -87.37%, which is greater than HACAX's maximum drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for CHWY and HACAX. For additional features, visit the drawdowns tool.
Volatility
CHWY vs. HACAX - Volatility Comparison
Chewy, Inc. (CHWY) has a higher volatility of 13.39% compared to Harbor Capital Appreciation Fund Class I (HACAX) at 4.89%. This indicates that CHWY's price experiences larger fluctuations and is considered to be riskier than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.