HABDX vs. HOSGX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Homestead Funds Short-Term Government Securities Fund (HOSGX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. HOSGX is managed by Homestead. It was launched on Apr 30, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or HOSGX.
Correlation
The correlation between HABDX and HOSGX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HABDX vs. HOSGX - Performance Comparison
Key characteristics
HABDX:
0.32
HOSGX:
1.07
HABDX:
0.48
HOSGX:
1.57
HABDX:
1.06
HOSGX:
1.22
HABDX:
0.15
HOSGX:
0.65
HABDX:
0.99
HOSGX:
4.17
HABDX:
1.75%
HOSGX:
0.72%
HABDX:
5.41%
HOSGX:
2.81%
HABDX:
-18.31%
HOSGX:
-9.58%
HABDX:
-7.54%
HOSGX:
-1.52%
Returns By Period
In the year-to-date period, HABDX achieves a 1.53% return, which is significantly lower than HOSGX's 2.81% return. Over the past 10 years, HABDX has outperformed HOSGX with an annualized return of 1.48%, while HOSGX has yielded a comparatively lower 0.88% annualized return.
HABDX
1.53%
-1.18%
0.69%
1.83%
0.09%
1.48%
HOSGX
2.81%
-0.20%
1.62%
3.01%
0.61%
0.88%
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HABDX vs. HOSGX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is lower than HOSGX's 0.75% expense ratio.
Risk-Adjusted Performance
HABDX vs. HOSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Homestead Funds Short-Term Government Securities Fund (HOSGX). 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. HOSGX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 3.35%, more than HOSGX's 2.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 3.35% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% | 2.92% |
HOSGX Homestead Funds Short-Term Government Securities Fund | 2.96% | 2.51% | 1.44% | 0.31% | 0.64% | 1.52% | 1.40% | 1.01% | 0.87% | 0.82% | 0.92% | 0.94% |
Drawdowns
HABDX vs. HOSGX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -18.31%, which is greater than HOSGX's maximum drawdown of -9.58%. Use the drawdown chart below to compare losses from any high point for HABDX and HOSGX. For additional features, visit the drawdowns tool.
Volatility
HABDX vs. HOSGX - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.65% compared to Homestead Funds Short-Term Government Securities Fund (HOSGX) at 0.74%. This indicates that HABDX's price experiences larger fluctuations and is considered to be riskier than HOSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.