HACAX vs. VITAX

In the year-to-date period, HACAX achieves a 0.91% return, which is significantly higher than VITAX's -0.89% return. Over the past 10 years, HACAX has underperformed VITAX with an annualized return of 6.09%, while VITAX has yielded a comparatively higher 19.99% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HACAX has a 0.71% expense ratio, which is higher than VITAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 0.14, which is lower than the VITAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of HACAX and VITAX, 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 VITAX's dividend yield for the trailing twelve months is around 0.52%.

The maximum HACAX drawdown since its inception was -68.72%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for HACAX and VITAX. For additional features, visit the drawdowns tool.

The current volatility for Harbor Capital Appreciation Fund Class I (HACAX) is 7.38%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 9.00%. This indicates that HACAX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.