HACAX vs. HABDX
Compare and contrast key facts about Harbor Capital Appreciation Fund Class I (HACAX) and Harbor Core Plus Fund (HABDX).
HACAX is managed by Harbor. It was launched on Dec 29, 1987. HABDX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HACAX vs. HABDX - Performance Comparison
Loading graphics...
HACAX vs. HABDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
HABDX Harbor Core Plus Fund | -0.23% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
Returns By Period
In the year-to-date period, HACAX achieves a -14.13% return, which is significantly lower than HABDX's -0.23% return. Over the past 10 years, HACAX has outperformed HABDX with an annualized return of 16.39%, while HABDX has yielded a comparatively lower 2.30% annualized return.
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
HABDX
- 1D
- 0.49%
- 1M
- -2.12%
- YTD
- -0.23%
- 6M
- 0.66%
- 1Y
- 4.23%
- 3Y*
- 4.24%
- 5Y*
- 0.76%
- 10Y*
- 2.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HACAX vs. HABDX - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than HABDX's 0.38% expense ratio.
Return for Risk
HACAX vs. HABDX — Risk / Return Rank
HACAX
HABDX
HACAX vs. HABDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Harbor Core Plus Fund (HABDX). 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.
| HACAX | HABDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.06 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.52 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 1.87 | -1.56 |
Martin ratioReturn relative to average drawdown | 1.07 | 5.46 | -4.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HACAX | HABDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.06 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.13 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.48 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 1.33 | -0.74 |
Correlation
The correlation between HACAX and HABDX is -0.00. 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.
Dividends
HACAX vs. HABDX - Dividend Comparison
HACAX's dividend yield for the trailing twelve months is around 13.10%, more than HABDX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
HABDX Harbor Core Plus Fund | 4.28% | 4.65% | 4.46% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.08% | 3.41% | 3.86% | 5.40% |
Drawdowns
HACAX vs. HABDX - Drawdown Comparison
The maximum HACAX drawdown since its inception was -63.05%, which is greater than HABDX's maximum drawdown of -17.94%. Use the drawdown chart below to compare losses from any high point for HACAX and HABDX.
Loading graphics...
Drawdown Indicators
| HACAX | HABDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.05% | -17.94% | -45.11% |
Max Drawdown (1Y)Largest decline over 1 year | -17.96% | -2.64% | -15.32% |
Max Drawdown (5Y)Largest decline over 5 years | -43.52% | -17.94% | -25.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.52% | -17.94% | -25.58% |
Current DrawdownCurrent decline from peak | -17.96% | -2.12% | -15.84% |
Average DrawdownAverage peak-to-trough decline | -16.27% | -1.87% | -14.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 0.91% | +4.45% |
Volatility
HACAX vs. HABDX - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 5.67% compared to Harbor Core Plus Fund (HABDX) at 1.49%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than HABDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HACAX | HABDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 1.49% | +4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 2.46% | +10.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.13% | 4.19% | +15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.89% | 5.65% | +20.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.31% | 4.82% | +19.49% |