HACBX vs. HACAX
Compare and contrast key facts about Harbor Core Bond Fund (HACBX) and Harbor Capital Appreciation Fund Class I (HACAX).
HACBX is managed by Harbor. It was launched on Jun 1, 2018. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HACBX vs. HACAX - Performance Comparison
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HACBX vs. HACAX - 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% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -12.93% |
Returns By Period
In the year-to-date period, HACBX achieves a -0.14% return, which is significantly higher than HACAX's -14.13% return.
HACBX
- 1D
- 0.57%
- 1M
- -1.99%
- YTD
- -0.14%
- 6M
- 0.75%
- 1Y
- 4.05%
- 3Y*
- 3.60%
- 5Y*
- 0.19%
- 10Y*
- —
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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HACBX vs. HACAX - Expense Ratio Comparison
HACBX has a 0.40% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Return for Risk
HACBX vs. HACAX — Risk / Return Rank
HACBX
HACAX
HACBX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Bond Fund (HACBX) and Harbor Capital Appreciation Fund Class I (HACAX). 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 | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.43 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.71 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 0.32 | +1.60 |
Martin ratioReturn relative to average drawdown | 5.36 | 1.07 | +4.29 |
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 | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.43 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.40 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.59 | -0.18 |
Correlation
The correlation between HACBX and HACAX is 0.04, 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. HACAX - Dividend Comparison
HACBX's dividend yield for the trailing twelve months is around 4.12%, less than HACAX's 13.10% 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% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
HACBX vs. HACAX - Drawdown Comparison
The maximum HACBX drawdown since its inception was -18.48%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for HACBX and HACAX.
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Drawdown Indicators
| HACBX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.48% | -63.05% | +44.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -17.96% | +15.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.43% | -43.52% | +25.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.52% | — |
Current DrawdownCurrent decline from peak | -2.25% | -17.96% | +15.71% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -16.27% | +10.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 5.36% | -4.44% |
Volatility
HACBX vs. HACAX - Volatility Comparison
The current volatility for Harbor Core Bond Fund (HACBX) is 1.64%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.67%. This indicates that HACBX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HACBX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 5.67% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 12.59% | -10.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 20.13% | -15.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 25.89% | -19.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.28% | 24.31% | -19.03% |