HACAX vs. VOOV

In the year-to-date period, HACAX achieves a 0.86% return, which is significantly higher than VOOV's -0.81% return. Over the past 10 years, HACAX has underperformed VOOV with an annualized return of 6.13%, while VOOV has yielded a comparatively higher 9.59% annualized return.

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HACAX has a 0.71% expense ratio, which is higher than VOOV'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 S&P 500 Value ETF (VOOV). 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 0.20, which is comparable to the VOOV Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of HACAX and VOOV, 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 10.78%, more than VOOV's 2.16% yield.

The maximum HACAX drawdown since its inception was -68.72%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for HACAX and VOOV. For additional features, visit the drawdowns tool.

Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 7.37% compared to Vanguard S&P 500 Value ETF (VOOV) at 5.00%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.