HABDX vs. HACAX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Harbor Capital Appreciation Fund Class I (HACAX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HABDX vs. HACAX - Performance Comparison
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HABDX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | -0.23% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
Returns By Period
In the year-to-date period, HABDX achieves a -0.23% return, which is significantly higher than HACAX's -14.13% return. Over the past 10 years, HABDX has underperformed HACAX with an annualized return of 2.30%, while HACAX has yielded a comparatively higher 16.39% annualized return.
HABDX
- 1D
- 0.49%
- 1M
- -2.12%
- YTD
- -0.23%
- 6M
- 0.66%
- 1Y
- 4.23%
- 3Y*
- 4.24%
- 5Y*
- 0.76%
- 10Y*
- 2.30%
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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HABDX vs. HACAX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Return for Risk
HABDX vs. HACAX — Risk / Return Rank
HABDX
HACAX
HABDX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) 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.
| HABDX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.43 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.71 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.32 | +1.56 |
Martin ratioReturn relative to average drawdown | 5.46 | 1.07 | +4.39 |
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
| HABDX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.43 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.40 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.68 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.59 | +0.74 |
Correlation
The correlation between HABDX and HACAX is -0.00. 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.
Dividends
HABDX vs. HACAX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.28%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.28% | 4.65% | 4.46% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.08% | 3.41% | 3.86% | 5.40% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
HABDX vs. HACAX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for HABDX and HACAX.
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Drawdown Indicators
| HABDX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.94% | -63.05% | +45.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -17.96% | +15.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -43.52% | +25.58% |
Max Drawdown (10Y)Largest decline over 10 years | -17.94% | -43.52% | +25.58% |
Current DrawdownCurrent decline from peak | -2.12% | -17.96% | +15.84% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -16.27% | +14.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 5.36% | -4.45% |
Volatility
HABDX vs. HACAX - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.49%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.67%. This indicates that HABDX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABDX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 5.67% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 12.59% | -10.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.19% | 20.13% | -15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 25.89% | -20.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.82% | 24.31% | -19.49% |