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.
Performance
HABDX vs. HOSGX - Performance Comparison
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HABDX vs. HOSGX - 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% |
HOSGX Homestead Funds Short-Term Government Securities Fund | -0.08% | 5.35% | 2.80% | 4.44% | -5.42% | -1.19% | 4.11% | 3.35% | 1.25% | 0.87% |
Returns By Period
In the year-to-date period, HABDX achieves a -0.23% return, which is significantly lower than HOSGX's -0.08% return. Over the past 10 years, HABDX has outperformed HOSGX with an annualized return of 2.30%, while HOSGX has yielded a comparatively lower 1.45% 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%
HOSGX
- 1D
- 0.40%
- 1M
- -0.98%
- YTD
- -0.08%
- 6M
- 0.90%
- 1Y
- 3.15%
- 3Y*
- 3.49%
- 5Y*
- 1.20%
- 10Y*
- 1.45%
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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.
Return for Risk
HABDX vs. HOSGX — Risk / Return Rank
HABDX
HOSGX
HABDX vs. HOSGX - Risk-Adjusted Trends 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.
| HABDX | HOSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.47 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.28 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.79 | -0.92 |
Martin ratioReturn relative to average drawdown | 5.46 | 9.05 | -3.59 |
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 | HOSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.47 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.37 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 1.21 | +0.11 |
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.
Dividends
HABDX vs. HOSGX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.28%, more than HOSGX's 2.91% 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% |
HOSGX Homestead Funds Short-Term Government Securities Fund | 2.91% | 3.20% | 2.96% | 2.28% | 1.20% | 0.33% | 2.52% | 1.94% | 1.44% | 1.06% | 0.84% | 0.85% |
Drawdowns
HABDX vs. HOSGX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, which is greater than HOSGX's maximum drawdown of -7.99%. Use the drawdown chart below to compare losses from any high point for HABDX and HOSGX.
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Drawdown Indicators
| HABDX | HOSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.94% | -7.99% | -9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -1.38% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -7.72% | -10.22% |
Max Drawdown (10Y)Largest decline over 10 years | -17.94% | -7.99% | -9.95% |
Current DrawdownCurrent decline from peak | -2.12% | -0.98% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -0.64% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.43% | +0.48% |
Volatility
HABDX vs. HOSGX - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.49% compared to Homestead Funds Short-Term Government Securities Fund (HOSGX) at 0.70%. 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.
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Volatility by Period
| HABDX | HOSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 0.70% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 1.58% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.19% | 2.49% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 3.27% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.82% | 2.60% | +2.22% |