HACAX vs. SPGP

In the year-to-date period, HACAX achieves a -9.19% return, which is significantly lower than SPGP's -7.88% return. Over the past 10 years, HACAX has underperformed SPGP with an annualized return of 4.96%, while SPGP has yielded a comparatively higher 12.15% annualized return.

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HACAX has a 0.71% expense ratio, which is higher than SPGP's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Invesco S&P 500 GARP ETF (SPGP). 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 0.01, which is higher than the SPGP Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of HACAX and SPGP, 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 has not paid dividends to shareholders, while SPGP's dividend yield for the trailing twelve months is around 1.59%.

The maximum HACAX drawdown since its inception was -68.72%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for HACAX and SPGP. For additional features, visit the drawdowns tool.

Harbor Capital Appreciation Fund Class I (HACAX) and Invesco S&P 500 GARP ETF (SPGP) have volatilities of 16.56% and 15.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.