HABDX vs. AAIIX
HABDX (Harbor Core Plus Fund) and AAIIX (Ancora Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, HABDX returned 2.29%/yr vs 3.06%/yr for AAIIX. At a 0.24 correlation, their price movements are largely independent. HABDX charges 0.38%/yr vs 2.20%/yr for AAIIX.
Performance
HABDX vs. AAIIX - Performance Comparison
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Returns By Period
In the year-to-date period, HABDX achieves a 0.88% return, which is significantly lower than AAIIX's 1.96% return. Over the past 10 years, HABDX has underperformed AAIIX with an annualized return of 2.29%, while AAIIX has yielded a comparatively higher 3.06% annualized return.
HABDX
- 1D
- 0.30%
- 1M
- 0.94%
- YTD
- 0.88%
- 6M
- 0.98%
- 1Y
- 5.17%
- 3Y*
- 4.75%
- 5Y*
- 0.58%
- 10Y*
- 2.29%
AAIIX
- 1D
- 0.14%
- 1M
- -0.07%
- YTD
- 1.96%
- 6M
- 1.75%
- 1Y
- 5.89%
- 3Y*
- 6.78%
- 5Y*
- 1.94%
- 10Y*
- 3.06%
HABDX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 0.88% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
AAIIX Ancora Income Fund | 1.96% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Correlation
The correlation between HABDX and AAIIX is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jan 8, 2004 | 0.24 |
Over the past year, HABDX and AAIIX have become more correlated (0.45) than their long-term average of 0.24, meaning their price movements have been converging.
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Return for Risk
HABDX vs. AAIIX — Risk / Return Rank
HABDX
AAIIX
HABDX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Ancora Income Fund (AAIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HABDX | AAIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.48 | +0.46 |
| Martin ratioReturn relative to average drawdown | 5.56 | 4.55 | +1.01 |
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Drawdowns
HABDX vs. AAIIX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for HABDX and AAIIX.
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Drawdown Indicators
| HABDX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.94% | -98.01% | +80.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -4.19% | +1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -6.15% | -98.01% | +91.86% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -98.01% | +80.07% |
Max Drawdown (10Y)Largest decline over 10 years | -17.94% | -98.01% | +80.07% |
Current DrawdownCurrent decline from peak | -1.03% | -97.79% | +96.76% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -12.52% | +10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.36% | -0.41% |
Volatility
HABDX vs. AAIIX - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.11%, while Ancora Income Fund (AAIIX) has a volatility of 1.22%. This indicates that HABDX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABDX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 1.22% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 3.35% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 4.56% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.68% | 2,045.26% | -2,039.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 1,445.35% | -1,440.52% |
HABDX vs. AAIIX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Dividends
HABDX vs. AAIIX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.69%, less than AAIIX's 5.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAIIX Ancora Income Fund | 5.22% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
HABDX Harbor Core Plus Fund | 4.69% | 4.65% | 4.46% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.08% | 3.41% | 3.86% | 5.40% |
Frequently Asked Questions
HABDX and AAIIX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAIIX has higher volatility (1.22%) compared to HABDX (1.11%). In terms of maximum drawdown, HABDX dropped -17.94% vs AAIIX's -98.01%.
HABDX currently has the higher Sharpe Ratio (1.45 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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