HAINX vs. CIVVX
Compare and contrast key facts about Harbor International Fund (HAINX) and Causeway International Value Fund (CIVVX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. CIVVX is managed by Causeway. It was launched on Oct 25, 2001.
Performance
HAINX vs. CIVVX - Performance Comparison
Loading graphics...
HAINX vs. CIVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | -3.96% | 28.41% | 4.21% | 16.16% | -13.80% | 9.50% | 11.09% | 22.57% | -18.29% | 22.99% |
CIVVX Causeway International Value Fund | -7.05% | 38.72% | 3.46% | 26.99% | -6.99% | 8.86% | 5.16% | 19.81% | -18.83% | 27.09% |
Returns By Period
In the year-to-date period, HAINX achieves a -3.96% return, which is significantly higher than CIVVX's -7.05% return. Over the past 10 years, HAINX has underperformed CIVVX with an annualized return of 6.65%, while CIVVX has yielded a comparatively higher 9.03% annualized return.
HAINX
- 1D
- 0.04%
- 1M
- -11.65%
- YTD
- -3.96%
- 6M
- -1.82%
- 1Y
- 15.23%
- 3Y*
- 11.57%
- 5Y*
- 6.11%
- 10Y*
- 6.65%
CIVVX
- 1D
- 0.75%
- 1M
- -15.11%
- YTD
- -7.05%
- 6M
- 0.46%
- 1Y
- 17.17%
- 3Y*
- 14.08%
- 5Y*
- 9.93%
- 10Y*
- 9.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HAINX vs. CIVVX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is lower than CIVVX's 1.10% expense ratio.
Return for Risk
HAINX vs. CIVVX — Risk / Return Rank
HAINX
CIVVX
HAINX vs. CIVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) and Causeway International Value Fund (CIVVX). 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.
| HAINX | CIVVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.84 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.22 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.89 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.91 | 3.42 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HAINX | CIVVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.84 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.47 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.37 | +0.12 |
Correlation
The correlation between HAINX and CIVVX is 0.90, 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
HAINX vs. CIVVX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.71%, less than CIVVX's 10.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.71% | 3.57% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 64.33% | 6.28% | 0.17% | 4.80% |
CIVVX Causeway International Value Fund | 10.32% | 9.59% | 9.07% | 3.39% | 1.54% | 1.60% | 1.11% | 4.41% | 3.31% | 1.73% | 1.69% | 1.70% |
Drawdowns
HAINX vs. CIVVX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -60.21%, roughly equal to the maximum CIVVX drawdown of -61.07%. Use the drawdown chart below to compare losses from any high point for HAINX and CIVVX.
Loading graphics...
Drawdown Indicators
| HAINX | CIVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.21% | -61.07% | +0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -16.20% | +4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.14% | -28.60% | -2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -39.75% | -45.13% | +5.38% |
Current DrawdownCurrent decline from peak | -11.83% | -15.38% | +3.55% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -11.24% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 4.21% | -1.03% |
Volatility
HAINX vs. CIVVX - Volatility Comparison
The current volatility for Harbor International Fund (HAINX) is 6.82%, while Causeway International Value Fund (CIVVX) has a volatility of 8.05%. This indicates that HAINX experiences smaller price fluctuations and is considered to be less risky than CIVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HAINX | CIVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 8.05% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 12.09% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 18.74% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 17.82% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 19.23% | -2.68% |