Correlation
The correlation between HABDX and HSTRX is -0.10. 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.
HABDX vs. HSTRX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Hussman Strategic Total Return Fund (HSTRX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or HSTRX.
Performance
HABDX vs. HSTRX - Performance Comparison
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Key characteristics
HABDX:
1.11
HSTRX:
1.97
HABDX:
1.60
HSTRX:
2.78
HABDX:
1.19
HSTRX:
1.37
HABDX:
0.58
HSTRX:
3.58
HABDX:
2.87
HSTRX:
9.58
HABDX:
2.00%
HSTRX:
1.35%
HABDX:
5.21%
HSTRX:
6.55%
HABDX:
-17.94%
HSTRX:
-13.53%
HABDX:
-4.37%
HSTRX:
-0.96%
Returns By Period
In the year-to-date period, HABDX achieves a 1.93% return, which is significantly lower than HSTRX's 8.45% return. Over the past 10 years, HABDX has underperformed HSTRX with an annualized return of 2.03%, while HSTRX has yielded a comparatively higher 4.48% annualized return.
HABDX
1.93%
-0.59%
0.27%
5.34%
2.13%
-0.04%
2.03%
HSTRX
8.45%
0.06%
6.86%
12.65%
4.65%
3.56%
4.48%
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HABDX vs. HSTRX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is lower than HSTRX's 0.75% expense ratio.
Risk-Adjusted Performance
HABDX vs. HSTRX — Risk-Adjusted Performance Rank
HABDX
HSTRX
HABDX vs. HSTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Hussman Strategic Total Return Fund (HSTRX). 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.
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Dividends
HABDX vs. HSTRX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.16%, more than HSTRX's 3.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.16% | 4.47% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.09% | 3.42% | 4.43% | 5.41% | 3.80% |
HSTRX Hussman Strategic Total Return Fund | 3.08% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
Drawdowns
HABDX vs. HSTRX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, which is greater than HSTRX's maximum drawdown of -13.53%. Use the drawdown chart below to compare losses from any high point for HABDX and HSTRX.
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Volatility
HABDX vs. HSTRX - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.47%, while Hussman Strategic Total Return Fund (HSTRX) has a volatility of 3.23%. This indicates that HABDX experiences smaller price fluctuations and is considered to be less risky than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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