HACBX vs. CSRIX
Compare and contrast key facts about Harbor Core Bond Fund (HACBX) and Cohen & Steers Institutional Realty Shares (CSRIX).
HACBX is managed by Harbor. It was launched on Jun 1, 2018. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Performance
HACBX vs. CSRIX - Performance Comparison
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HACBX vs. CSRIX - 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% |
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.05% |
Returns By Period
In the year-to-date period, HACBX achieves a -0.14% return, which is significantly lower than CSRIX's 1.88% return.
HACBX
- 1D
- 0.57%
- 1M
- -1.99%
- YTD
- -0.14%
- 6M
- 0.75%
- 1Y
- 4.05%
- 3Y*
- 3.60%
- 5Y*
- 0.19%
- 10Y*
- —
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
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HACBX vs. CSRIX - Expense Ratio Comparison
HACBX has a 0.40% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Return for Risk
HACBX vs. CSRIX — Risk / Return Rank
HACBX
CSRIX
HACBX vs. CSRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Bond Fund (HACBX) and Cohen & Steers Institutional Realty Shares (CSRIX). 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 | CSRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.16 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.33 | +1.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.04 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 0.23 | +1.70 |
Martin ratioReturn relative to average drawdown | 5.36 | 0.80 | +4.56 |
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 | CSRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.16 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.23 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.09 |
Correlation
The correlation between HACBX and CSRIX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HACBX vs. CSRIX - Dividend Comparison
HACBX's dividend yield for the trailing twelve months is around 4.12%, more than CSRIX's 2.40% 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% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
Drawdowns
HACBX vs. CSRIX - Drawdown Comparison
The maximum HACBX drawdown since its inception was -18.48%, smaller than the maximum CSRIX drawdown of -41.45%. Use the drawdown chart below to compare losses from any high point for HACBX and CSRIX.
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Drawdown Indicators
| HACBX | CSRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.48% | -41.45% | +22.97% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -11.41% | +8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -18.43% | -31.79% | +13.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.45% | — |
Current DrawdownCurrent decline from peak | -2.25% | -7.47% | +5.22% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -8.91% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 3.22% | -2.30% |
Volatility
HACBX vs. CSRIX - Volatility Comparison
The current volatility for Harbor Core Bond Fund (HACBX) is 1.64%, while Cohen & Steers Institutional Realty Shares (CSRIX) has a volatility of 4.28%. This indicates that HACBX experiences smaller price fluctuations and is considered to be less risky than CSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HACBX | CSRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 4.28% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 9.73% | -7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 16.03% | -11.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 18.56% | -12.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.28% | 20.48% | -15.20% |