HACAX vs. FDTKX
HACAX (Harbor Capital Appreciation Fund Class I) and FDTKX (Fidelity Freedom 2025 Fund Class K6) are both mutual funds - HACAX is a Large Cap Growth Equities fund managed by Harbor, while FDTKX is a Target Retirement Date fund managed by Fidelity. Over the past 5 years, HACAX returned 11.03%/yr vs 5.65%/yr for FDTKX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. HACAX charges 0.71%/yr vs 0.44%/yr for FDTKX.
Performance
HACAX vs. FDTKX - Performance Comparison
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Returns By Period
In the year-to-date period, HACAX achieves a 3.21% return, which is significantly lower than FDTKX's 6.86% return.
HACAX
- 1D
- 2.21%
- 1M
- -1.62%
- 6M
- 5.49%
- YTD
- 3.21%
- 1Y
- 9.37%
- 3Y*
- 23.28%
- 5Y*
- 11.03%
- 10Y*
- 18.05%
- ALL TIME*
- 12.84%
FDTKX
- 1D
- 1.32%
- 1M
- -1.03%
- 6M
- 4.46%
- YTD
- 6.86%
- 1Y
- 14.63%
- 3Y*
- 11.82%
- 5Y*
- 5.65%
- 10Y*
- —
- ALL TIME*
- 7.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HACAX vs. FDTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 3.21% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 15.61% |
FDTKX Fidelity Freedom 2025 Fund Class K6 | 6.86% | 16.75% | 8.47% | 14.44% | -16.54% | 10.35% | 14.76% | 19.72% | -5.76% | 5.95% |
Correlation
The correlation between HACAX and FDTKX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2017 | 0.79 |
The correlation between HACAX and FDTKX has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.
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Return for Risk
HACAX vs. FDTKX — Risk / Return Rank
HACAX
FDTKX
HACAX vs. FDTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Fidelity Freedom 2025 Fund Class K6 (FDTKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HACAX | FDTKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.30 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.39 | 2.25 | -1.86 |
| Martin ratioReturn relative to average drawdown | 1.14 | 9.11 | -7.97 |
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Drawdowns
HACAX vs. FDTKX - Drawdown Comparison
The maximum HACAX drawdown since its inception was -63.05%, which is greater than FDTKX's maximum drawdown of -23.54%. Use the drawdown chart below to compare losses from any high point for HACAX and FDTKX.
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Drawdown Indicators
| HACAX | FDTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.05% | -23.54% | -39.51% |
Max Drawdown (1Y)Largest decline over 1 year | -17.96% | -6.32% | -11.64% |
Max Drawdown (3Y)Largest decline over 3 years | -27.37% | -8.86% | -18.51% |
Max Drawdown (5Y)Largest decline over 5 years | -43.52% | -23.54% | -19.98% |
Max Drawdown (10Y)Largest decline over 10 years | -43.52% | — | — |
Current DrawdownCurrent decline from peak | -6.47% | -1.85% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -4.55% | -11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 1.55% | +4.55% |
Volatility
HACAX vs. FDTKX - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 4.92% compared to Fidelity Freedom 2025 Fund Class K6 (FDTKX) at 2.76%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than FDTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HACAX | FDTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 2.76% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 7.75% | +6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 8.99% | +8.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.97% | 10.11% | +15.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 10.37% | +14.05% |
HACAX vs. FDTKX - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than FDTKX's 0.44% expense ratio.
Dividends
HACAX vs. FDTKX - Dividend Comparison
HACAX's dividend yield for the trailing twelve months is around 10.90%, more than FDTKX's 7.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | 7.18% | 6.77% | 4.20% | 2.40% | 9.94% | 10.62% | 5.87% | 6.36% | 6.92% | 1.63% | 0.00% | 0.00% |
HACAX Harbor Capital Appreciation Fund Class I | 10.90% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Frequently Asked Questions
HACAX and FDTKX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HACAX has higher volatility (4.92%) compared to FDTKX (2.76%). In terms of maximum drawdown, HACAX dropped -63.05% vs FDTKX's -23.54%.
FDTKX currently has the higher Sharpe Ratio (1.58 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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