HABDX vs. BND
HABDX (Harbor Core Plus Fund) and BND (Vanguard Total Bond Market ETF) are both funds - HABDX is a Intermediate Core-Plus Bond fund managed by Harbor, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. Over the past 10 years, HABDX returned 2.01%/yr vs 1.36%/yr for BND. Their correlation of 0.85 means they have usually moved in the same direction. HABDX charges 0.38%/yr vs 0.03%/yr for BND.
Performance
HABDX vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, HABDX achieves a -0.02% return, which is significantly higher than BND's -0.54% return. Over the past 10 years, HABDX has outperformed BND with an annualized return of 2.01%, while BND has yielded a comparatively lower 1.36% annualized return.
HABDX
- 1D
- 0.10%
- 1M
- -0.99%
- 6M
- -0.44%
- YTD
- -0.02%
- 1Y
- 2.46%
- 3Y*
- 4.42%
- 5Y*
- 0.19%
- 10Y*
- 2.01%
- ALL TIME*
- 5.73%
BND
- 1D
- -0.26%
- 1M
- -1.20%
- 6M
- -0.75%
- YTD
- -0.54%
- 1Y
- 1.75%
- 3Y*
- 3.92%
- 5Y*
- -0.42%
- 10Y*
- 1.36%
- ALL TIME*
- 2.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $451.00M | $507.49M | $592.68M | |
| $0.00 | $0.00 | $0.00 |
HABDX vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | -0.02% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
BND Vanguard Total Bond Market ETF | -0.54% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
Correlation
The correlation between HABDX and BND is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.97 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2007 | 0.85 |
The correlation between HABDX and BND shifts across timeframes, from 0.85 (all time) to 0.97 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HABDX vs. BND — Risk / Return Rank
HABDX
BND
HABDX vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Vanguard Total Bond Market ETF (BND). 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 | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.99 | +0.25 |
| Martin ratioReturn relative to average drawdown | 3.17 | 2.48 | +0.70 |
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Drawdowns
HABDX vs. BND - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, roughly equal to the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for HABDX and BND.
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Drawdown Indicators
| HABDX | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.94% | -18.58% | +0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -2.68% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -5.07% | -4.81% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -17.91% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -17.94% | -18.58% | +0.64% |
Current DrawdownCurrent decline from peak | -1.91% | -3.15% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -3.06% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.07% | -0.01% |
Volatility
HABDX vs. BND - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.03% compared to Vanguard Total Bond Market ETF (BND) at 0.98%. This indicates that HABDX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABDX | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 0.98% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 2.90% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 3.70% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.69% | 6.03% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.84% | 5.53% | -0.69% |
HABDX vs. BND - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is higher than BND's 0.03% expense ratio.
Dividends
HABDX vs. BND - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.41%, more than BND's 4.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.69% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
HABDX Harbor Core Plus Fund | 4.41% | 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
With a correlation of 0.96, HABDX and BND move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HABDX has higher volatility (1.03%) compared to BND (0.98%). In terms of maximum drawdown, HABDX dropped -17.94% vs BND's -18.58%.
HABDX currently has the higher Sharpe Ratio (0.92 vs 0.72), 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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