CRSSX vs. HASCX
Compare and contrast key facts about Catholic Responsible Investments Small-Cap Fund (CRSSX) and Harbor Small Cap Value Fund (HASCX).
CRSSX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. HASCX is managed by Harbor. It was launched on Dec 14, 2001.
Performance
CRSSX vs. HASCX - Performance Comparison
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CRSSX vs. HASCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CRSSX Catholic Responsible Investments Small-Cap Fund | 0.50% | 5.86% | 8.16% | 16.02% | -6.44% |
HASCX Harbor Small Cap Value Fund | 11.47% | 3.78% | 10.93% | 15.18% | -1.08% |
Returns By Period
In the year-to-date period, CRSSX achieves a 0.50% return, which is significantly lower than HASCX's 11.47% return.
CRSSX
- 1D
- -1.08%
- 1M
- -7.59%
- YTD
- 0.50%
- 6M
- 2.34%
- 1Y
- 16.63%
- 3Y*
- 9.24%
- 5Y*
- —
- 10Y*
- —
HASCX
- 1D
- 3.10%
- 1M
- -6.39%
- YTD
- 11.47%
- 6M
- 14.12%
- 1Y
- 27.99%
- 3Y*
- 11.89%
- 5Y*
- 5.75%
- 10Y*
- 10.57%
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CRSSX vs. HASCX - Expense Ratio Comparison
CRSSX has a 0.29% expense ratio, which is lower than HASCX's 0.87% expense ratio.
Return for Risk
CRSSX vs. HASCX — Risk / Return Rank
CRSSX
HASCX
CRSSX vs. HASCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Small-Cap Fund (CRSSX) and Harbor Small Cap Value Fund (HASCX). 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.
| CRSSX | HASCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.33 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.85 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.95 | -0.96 |
Martin ratioReturn relative to average drawdown | 4.00 | 7.48 | -3.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRSSX | HASCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.33 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.28 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.44 | -0.19 |
Correlation
The correlation between CRSSX and HASCX is 0.95, 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
CRSSX vs. HASCX - Dividend Comparison
CRSSX's dividend yield for the trailing twelve months is around 5.33%, more than HASCX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRSSX Catholic Responsible Investments Small-Cap Fund | 5.33% | 5.64% | 2.30% | 1.36% | 5.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HASCX Harbor Small Cap Value Fund | 3.06% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
Drawdowns
CRSSX vs. HASCX - Drawdown Comparison
The maximum CRSSX drawdown since its inception was -27.86%, smaller than the maximum HASCX drawdown of -58.90%. Use the drawdown chart below to compare losses from any high point for CRSSX and HASCX.
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Drawdown Indicators
| CRSSX | HASCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.86% | -58.90% | +31.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -14.64% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.34% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.15% | — |
Current DrawdownCurrent decline from peak | -8.51% | -7.10% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -8.18% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.81% | -0.16% |
Volatility
CRSSX vs. HASCX - Volatility Comparison
The current volatility for Catholic Responsible Investments Small-Cap Fund (CRSSX) is 5.62%, while Harbor Small Cap Value Fund (HASCX) has a volatility of 7.91%. This indicates that CRSSX experiences smaller price fluctuations and is considered to be less risky than HASCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRSSX | HASCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 7.91% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 14.39% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.68% | 21.62% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 20.68% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 22.82% | -0.82% |