HABDX vs. RCTIX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and River Canyon Total Return Bond Fund (RCTIX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or RCTIX.
Key characteristics
| HABDX | RCTIX | |
|---|---|---|
| YTD Return | 2.65% | 6.89% |
| 1Y Return | 7.95% | 10.60% |
| 3Y Return (Ann) | -1.73% | 4.07% |
| 5Y Return (Ann) | 0.31% | 3.63% |
| Sharpe Ratio | 1.60 | 4.17 |
| Sortino Ratio | 2.37 | 6.88 |
| Omega Ratio | 1.28 | 1.97 |
| Calmar Ratio | 0.67 | 10.15 |
| Martin Ratio | 6.26 | 30.49 |
| Ulcer Index | 1.48% | 0.37% |
| Daily Std Dev | 5.81% | 2.70% |
| Max Drawdown | -18.31% | -10.89% |
| Current Drawdown | -6.53% | -0.82% |
Correlation
The correlation between HABDX and RCTIX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HABDX vs. RCTIX - Performance Comparison
In the year-to-date period, HABDX achieves a 2.65% return, which is significantly lower than RCTIX's 6.89% 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. RCTIX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is lower than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
HABDX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and River Canyon Total Return Bond Fund (RCTIX). 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. RCTIX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.54%, less than RCTIX's 7.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.54% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% | 2.92% |
RCTIX River Canyon Total Return Bond Fund | 7.84% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% | 0.00% |
Drawdowns
HABDX vs. RCTIX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -18.31%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for HABDX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
HABDX vs. RCTIX - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.71% compared to River Canyon Total Return Bond Fund (RCTIX) at 0.63%. This indicates that HABDX's price experiences larger fluctuations and is considered to be riskier than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.