HABDX vs. FXAIX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Fidelity 500 Index Fund (FXAIX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or FXAIX.
Key characteristics
| HABDX | FXAIX | |
|---|---|---|
| YTD Return | 3.15% | 26.66% |
| 1Y Return | 9.04% | 38.25% |
| 3Y Return (Ann) | -1.73% | 10.01% |
| 5Y Return (Ann) | 0.53% | 15.93% |
| 10Y Return (Ann) | 1.58% | 13.29% |
| Sharpe Ratio | 1.62 | 3.10 |
| Sortino Ratio | 2.38 | 4.13 |
| Omega Ratio | 1.29 | 1.58 |
| Calmar Ratio | 0.65 | 4.54 |
| Martin Ratio | 6.61 | 20.58 |
| Ulcer Index | 1.43% | 1.87% |
| Daily Std Dev | 5.86% | 12.38% |
| Max Drawdown | -18.31% | -33.79% |
| Current Drawdown | -6.06% | 0.00% |
Correlation
The correlation between HABDX and FXAIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HABDX vs. FXAIX - Performance Comparison
In the year-to-date period, HABDX achieves a 3.15% return, which is significantly lower than FXAIX's 26.66% return. Over the past 10 years, HABDX has underperformed FXAIX with an annualized return of 1.58%, while FXAIX has yielded a comparatively higher 13.29% annualized 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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HABDX vs. FXAIX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
HABDX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Fidelity 500 Index Fund (FXAIX). 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
HABDX vs. FXAIX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.52%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.52% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% | 2.92% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
HABDX vs. FXAIX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -18.31%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for HABDX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
HABDX vs. FXAIX - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.64%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.92%. This indicates that HABDX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.