HABDX vs. VTINX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Vanguard Target Retirement Income Fund (VTINX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or VTINX.
Key characteristics
| HABDX | VTINX | |
|---|---|---|
| YTD Return | 3.15% | 7.65% |
| 1Y Return | 9.04% | 14.20% |
| 3Y Return (Ann) | -1.73% | 1.14% |
| 5Y Return (Ann) | 0.53% | 4.15% |
| 10Y Return (Ann) | 1.58% | 4.34% |
| Sharpe Ratio | 1.62 | 2.83 |
| Sortino Ratio | 2.38 | 4.36 |
| Omega Ratio | 1.29 | 1.55 |
| Calmar Ratio | 0.65 | 1.43 |
| Martin Ratio | 6.61 | 17.94 |
| Ulcer Index | 1.43% | 0.81% |
| Daily Std Dev | 5.86% | 5.12% |
| Max Drawdown | -18.31% | -19.96% |
| Current Drawdown | -6.06% | -0.72% |
Correlation
The correlation between HABDX and VTINX is 0.35, 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. VTINX - Performance Comparison
In the year-to-date period, HABDX achieves a 3.15% return, which is significantly lower than VTINX's 7.65% return. Over the past 10 years, HABDX has underperformed VTINX with an annualized return of 1.58%, while VTINX has yielded a comparatively higher 4.34% annualized 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. VTINX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is higher than VTINX's 0.08% expense ratio.
Risk-Adjusted Performance
HABDX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Vanguard Target Retirement Income Fund (VTINX). 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. VTINX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.52%, more than VTINX's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.52% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% | 2.92% |
VTINX Vanguard Target Retirement Income Fund | 3.25% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% | 1.63% |
Drawdowns
HABDX vs. VTINX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -18.31%, smaller than the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for HABDX and VTINX. For additional features, visit the drawdowns tool.
Volatility
HABDX vs. VTINX - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.64% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.27%. This indicates that HABDX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.