Correlation
The correlation between HABDX and VTINX is -0.09. 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. 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.
Performance
HABDX vs. VTINX - Performance Comparison
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Key characteristics
HABDX:
1.11
VTINX:
0.98
HABDX:
1.60
VTINX:
1.15
HABDX:
1.19
VTINX:
1.17
HABDX:
0.58
VTINX:
0.56
HABDX:
2.87
VTINX:
2.25
HABDX:
2.00%
VTINX:
2.35%
HABDX:
5.21%
VTINX:
6.28%
HABDX:
-17.94%
VTINX:
-21.75%
HABDX:
-4.37%
VTINX:
-3.93%
Returns By Period
In the year-to-date period, HABDX achieves a 1.93% return, which is significantly lower than VTINX's 3.59% return. Over the past 10 years, HABDX has underperformed VTINX with an annualized return of 2.03%, while VTINX has yielded a comparatively higher 2.74% annualized return.
HABDX
1.93%
-0.89%
0.27%
5.73%
2.13%
-0.04%
2.03%
VTINX
3.59%
1.28%
-0.66%
5.84%
3.70%
1.91%
2.74%
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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 Rank
HABDX
VTINX
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.
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Dividends
HABDX vs. VTINX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.51%, less than VTINX's 5.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.51% | 4.46% | 4.24% | 3.40% | 3.12% | 3.27% | 3.19% | 3.09% | 3.41% | 4.41% | 5.40% | 3.79% |
VTINX Vanguard Target Retirement Income Fund | 5.84% | 5.89% | 4.01% | 3.08% | 8.63% | 3.42% | 2.62% | 4.19% | 2.51% | 2.27% | 3.53% | 2.16% |
Drawdowns
HABDX vs. VTINX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, smaller than the maximum VTINX drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for HABDX and VTINX.
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Volatility
HABDX vs. VTINX - Volatility Comparison
Harbor Core Plus Fund (HABDX) has a higher volatility of 1.47% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.38%. 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.
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