HAONX vs. HASCX
Compare and contrast key facts about Harbor Overseas Fund (HAONX) and Harbor Small Cap Value Fund (HASCX).
HAONX is managed by Harbor. It was launched on Mar 1, 2019. HASCX is managed by Harbor. It was launched on Dec 14, 2001.
Performance
HAONX vs. HASCX - Performance Comparison
Loading graphics...
HAONX vs. HASCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HAONX Harbor Overseas Fund | -1.42% | 35.31% | 10.99% | 13.29% | -15.53% | 18.70% | 12.93% | 9.22% |
HASCX Harbor Small Cap Value Fund | 8.12% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 12.54% |
Returns By Period
In the year-to-date period, HAONX achieves a -1.42% return, which is significantly lower than HASCX's 8.12% return.
HAONX
- 1D
- 0.06%
- 1M
- -11.32%
- YTD
- -1.42%
- 6M
- 4.35%
- 1Y
- 23.15%
- 3Y*
- 17.38%
- 5Y*
- 9.49%
- 10Y*
- —
HASCX
- 1D
- -1.56%
- 1M
- -8.37%
- YTD
- 8.12%
- 6M
- 10.62%
- 1Y
- 24.67%
- 3Y*
- 10.76%
- 5Y*
- 5.48%
- 10Y*
- 10.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HAONX vs. HASCX - Expense Ratio Comparison
HAONX has a 1.21% expense ratio, which is higher than HASCX's 0.87% expense ratio.
Return for Risk
HAONX vs. HASCX — Risk / Return Rank
HAONX
HASCX
HAONX vs. HASCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Overseas Fund (HAONX) and Harbor Small Cap Value Fund (HASCX). 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.
| HAONX | HASCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.16 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.64 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.48 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.52 | 5.74 | +0.78 |
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
| HAONX | HASCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.16 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.27 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.43 | +0.20 |
Correlation
The correlation between HAONX and HASCX is 0.71, 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
HAONX vs. HASCX - Dividend Comparison
HAONX's dividend yield for the trailing twelve months is around 2.47%, less than HASCX's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAONX Harbor Overseas Fund | 2.47% | 2.43% | 2.12% | 1.67% | 2.41% | 10.30% | 1.06% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% |
HASCX Harbor Small Cap Value Fund | 3.16% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
Drawdowns
HAONX vs. HASCX - Drawdown Comparison
The maximum HAONX drawdown since its inception was -31.95%, smaller than the maximum HASCX drawdown of -58.90%. Use the drawdown chart below to compare losses from any high point for HAONX and HASCX.
Loading graphics...
Drawdown Indicators
| HAONX | HASCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.95% | -58.90% | +26.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -14.64% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -28.34% | -0.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.15% | — |
Current DrawdownCurrent decline from peak | -11.51% | -9.89% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -8.18% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.78% | -0.60% |
Volatility
HAONX vs. HASCX - Volatility Comparison
Harbor Overseas Fund (HAONX) and Harbor Small Cap Value Fund (HASCX) have volatilities of 7.39% and 7.21%, 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.
Loading graphics...
Volatility by Period
| HAONX | HASCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 7.21% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 14.09% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.93% | 21.45% | -4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 20.63% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 22.80% | -5.62% |