HACAX vs. FAGCX

In the year-to-date period, HACAX achieves a 1.46% return, which is significantly higher than FAGCX's -0.78% return. Over the past 10 years, HACAX has underperformed FAGCX with an annualized return of 6.15%, while FAGCX has yielded a comparatively higher 10.87% annualized return.

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HACAX has a 0.71% expense ratio, which is lower than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.

The current HACAX Sharpe Ratio is 0.17, which is lower than the FAGCX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of HACAX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HACAX's dividend yield for the trailing twelve months is around 10.72%, while FAGCX has not paid dividends to shareholders.

The maximum HACAX drawdown since its inception was -68.72%, which is greater than FAGCX's maximum drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for HACAX and FAGCX. For additional features, visit the drawdowns tool.

The current volatility for Harbor Capital Appreciation Fund Class I (HACAX) is 6.46%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 7.68%. This indicates that HACAX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.