HAMVX vs. NAMAX
HAMVX (Harbor Mid Cap Value Fund) and NAMAX (Columbia Select Mid Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, HAMVX returned 11.00%/yr vs 11.52%/yr for NAMAX. Their 0.95 correlation means they have historically moved very closely together. HAMVX charges 0.85%/yr vs 0.88%/yr for NAMAX.
Performance
HAMVX vs. NAMAX - Performance Comparison
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Returns By Period
In the year-to-date period, HAMVX achieves a 23.67% return, which is significantly lower than NAMAX's 25.23% return. Both investments have delivered pretty close results over the past 10 years, with HAMVX having a 11.00% annualized return and NAMAX not far ahead at 11.52%.
HAMVX
- 1D
- -0.38%
- 1M
- 3.19%
- 6M
- 16.15%
- YTD
- 23.67%
- 1Y
- 40.57%
- 3Y*
- 19.08%
- 5Y*
- 13.13%
- 10Y*
- 11.00%
- ALL TIME*
- 8.90%
NAMAX
- 1D
- -0.22%
- 1M
- 1.24%
- 6M
- 18.51%
- YTD
- 25.23%
- 1Y
- 37.43%
- 3Y*
- 18.16%
- 5Y*
- 12.32%
- 10Y*
- 11.52%
- ALL TIME*
- 10.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HAMVX vs. NAMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 23.67% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
NAMAX Columbia Select Mid Cap Value Fund | 25.23% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
Correlation
The correlation between HAMVX and NAMAX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2002 | 0.95 |
The correlation between HAMVX and NAMAX has been stable across timeframes, ranging from 0.86 to 0.95 - a consistent structural relationship.
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Return for Risk
HAMVX vs. NAMAX — Risk / Return Rank
HAMVX
NAMAX
HAMVX vs. NAMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund (HAMVX) and Columbia Select Mid Cap Value Fund (NAMAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HAMVX | NAMAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.44 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 5.71 | 4.19 | +1.53 |
| Martin ratioReturn relative to average drawdown | 21.43 | 16.66 | +4.77 |
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Drawdowns
HAMVX vs. NAMAX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -64.17%, which is greater than NAMAX's maximum drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for HAMVX and NAMAX.
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Drawdown Indicators
| HAMVX | NAMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -60.44% | -3.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -8.49% | +1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -21.04% | -20.90% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.04% | -20.90% | -0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -51.44% | -43.24% | -8.20% |
Current DrawdownCurrent decline from peak | -1.31% | -1.43% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -8.45% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.13% | -0.31% |
Volatility
HAMVX vs. NAMAX - Volatility Comparison
Harbor Mid Cap Value Fund (HAMVX) and Columbia Select Mid Cap Value Fund (NAMAX) have volatilities of 2.99% and 2.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAMVX | NAMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 2.89% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 10.76% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.02% | 14.16% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 17.96% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 20.00% | +1.80% |
HAMVX vs. NAMAX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is lower than NAMAX's 0.88% expense ratio.
Dividends
HAMVX vs. NAMAX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 7.01%, more than NAMAX's 5.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 7.01% | 8.67% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% |
NAMAX Columbia Select Mid Cap Value Fund | 5.95% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
Frequently Asked Questions
HAMVX and NAMAX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAMVX has higher volatility (2.99%) compared to NAMAX (2.89%). In terms of maximum drawdown, HAMVX dropped -64.17% vs NAMAX's -60.44%.
HAMVX currently has the higher Sharpe Ratio (3.00 vs 2.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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