HACBX vs. BAGIX
Compare and contrast key facts about Harbor Core Bond Fund (HACBX) and Baird Aggregate Bond Fund Class I (BAGIX).
HACBX is managed by Harbor. It was launched on Jun 1, 2018. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
HACBX vs. BAGIX - Performance Comparison
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HACBX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HACBX Harbor Core Bond Fund | -0.14% | 7.02% | 1.57% | 5.73% | -13.36% | -1.66% | 9.10% | 8.58% | 1.75% |
BAGIX Baird Aggregate Bond Fund Class I | -0.26% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | 1.90% |
Returns By Period
In the year-to-date period, HACBX achieves a -0.14% return, which is significantly higher than BAGIX's -0.26% return.
HACBX
- 1D
- 0.57%
- 1M
- -1.99%
- YTD
- -0.14%
- 6M
- 0.75%
- 1Y
- 4.05%
- 3Y*
- 3.60%
- 5Y*
- 0.19%
- 10Y*
- —
BAGIX
- 1D
- 0.51%
- 1M
- -2.03%
- YTD
- -0.26%
- 6M
- 0.75%
- 1Y
- 4.14%
- 3Y*
- 4.05%
- 5Y*
- 0.51%
- 10Y*
- 2.05%
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HACBX vs. BAGIX - Expense Ratio Comparison
HACBX has a 0.40% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
HACBX vs. BAGIX — Risk / Return Rank
HACBX
BAGIX
HACBX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Bond Fund (HACBX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| HACBX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.02 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.47 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.90 | +0.02 |
Martin ratioReturn relative to average drawdown | 5.36 | 5.60 | -0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HACBX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.02 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.09 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.97 | -0.57 |
Correlation
The correlation between HACBX and BAGIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HACBX vs. BAGIX - Dividend Comparison
HACBX's dividend yield for the trailing twelve months is around 4.12%, less than BAGIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACBX Harbor Core Bond Fund | 4.12% | 4.50% | 4.21% | 3.83% | 3.15% | 2.18% | 4.43% | 3.55% | 1.73% | 0.00% | 0.00% | 0.00% |
BAGIX Baird Aggregate Bond Fund Class I | 4.19% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
HACBX vs. BAGIX - Drawdown Comparison
The maximum HACBX drawdown since its inception was -18.48%, roughly equal to the maximum BAGIX drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for HACBX and BAGIX.
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Drawdown Indicators
| HACBX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.48% | -18.62% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -2.63% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.43% | -18.60% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.62% | — |
Current DrawdownCurrent decline from peak | -2.25% | -2.03% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -2.36% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.89% | +0.03% |
Volatility
HACBX vs. BAGIX - Volatility Comparison
Harbor Core Bond Fund (HACBX) has a higher volatility of 1.64% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that HACBX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HACBX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 1.50% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 2.49% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 4.28% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 5.90% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.28% | 4.88% | +0.40% |