HAINX vs. HNACX
Compare and contrast key facts about Harbor International Fund (HAINX) and Harbor Capital Appreciation Fund Retirement Class (HNACX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. HNACX is managed by Harbor.
Performance
HAINX vs. HNACX - Performance Comparison
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HAINX vs. HNACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | -1.00% | 28.41% | 4.21% | 16.16% | -13.80% | 9.50% | 11.09% | 22.57% | -18.29% | 22.65% |
HNACX Harbor Capital Appreciation Fund Retirement Class | -10.93% | 14.04% | 46.43% | 53.86% | -37.67% | 15.43% | 54.82% | 33.53% | -1.24% | 35.33% |
Returns By Period
In the year-to-date period, HAINX achieves a -1.00% return, which is significantly higher than HNACX's -10.93% return.
HAINX
- 1D
- 3.07%
- 1M
- -7.29%
- YTD
- -1.00%
- 6M
- 0.90%
- 1Y
- 18.55%
- 3Y*
- 12.70%
- 5Y*
- 6.47%
- 10Y*
- 6.98%
HNACX
- 1D
- 3.72%
- 1M
- -5.54%
- YTD
- -10.93%
- 6M
- -10.65%
- 1Y
- 12.16%
- 3Y*
- 24.59%
- 5Y*
- 10.79%
- 10Y*
- —
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HAINX vs. HNACX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is higher than HNACX's 0.57% expense ratio.
Return for Risk
HAINX vs. HNACX — Risk / Return Rank
HAINX
HNACX
HAINX vs. HNACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) and Harbor Capital Appreciation Fund Retirement Class (HNACX). 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 | HNACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.64 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.57 | 0.99 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.71 | +0.72 |
Martin ratioReturn relative to average drawdown | 5.45 | 2.34 | +3.11 |
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
| HAINX | HNACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.64 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.42 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.71 | -0.21 |
Correlation
The correlation between HAINX and HNACX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HAINX vs. HNACX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.60%, less than HNACX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.60% | 3.57% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 64.33% | 6.28% | 0.17% | 4.80% |
HNACX Harbor Capital Appreciation Fund Retirement Class | 12.57% | 11.19% | 21.66% | 0.00% | 0.00% | 18.62% | 12.25% | 8.97% | 11.07% | 11.64% | 0.00% | 0.00% |
Drawdowns
HAINX vs. HNACX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -60.21%, which is greater than HNACX's maximum drawdown of -43.46%. Use the drawdown chart below to compare losses from any high point for HAINX and HNACX.
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Drawdown Indicators
| HAINX | HNACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.21% | -43.46% | -16.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -17.94% | +5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -31.14% | -43.46% | +12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -39.75% | — | — |
Current DrawdownCurrent decline from peak | -9.12% | -14.89% | +5.77% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -9.67% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 5.44% | -2.26% |
Volatility
HAINX vs. HNACX - Volatility Comparison
Harbor International Fund (HAINX) has a higher volatility of 7.58% compared to Harbor Capital Appreciation Fund Retirement Class (HNACX) at 6.99%. This indicates that HAINX's price experiences larger fluctuations and is considered to be riskier than HNACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAINX | HNACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 6.99% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 13.12% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 20.42% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 25.91% | -9.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.58% | 25.02% | -8.44% |