HASCX vs. BDSKX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013.
Performance
HASCX vs. BDSKX - Performance Comparison
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HASCX vs. BDSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 8.12% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.08% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | -1.90% | 13.76% | 11.96% | 16.49% | -19.20% | 14.87% | 19.60% | 33.45% | -8.80% | 9.97% |
Returns By Period
In the year-to-date period, HASCX achieves a 8.12% return, which is significantly higher than BDSKX's -1.90% return.
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%
BDSKX
- 1D
- -1.60%
- 1M
- -7.71%
- YTD
- -1.90%
- 6M
- 1.03%
- 1Y
- 22.37%
- 3Y*
- 12.30%
- 5Y*
- 3.87%
- 10Y*
- —
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HASCX vs. BDSKX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than BDSKX's 0.45% expense ratio.
Return for Risk
HASCX vs. BDSKX — Risk / Return Rank
HASCX
BDSKX
HASCX vs. BDSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX). 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.
| HASCX | BDSKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.96 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.45 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.41 | +0.07 |
Martin ratioReturn relative to average drawdown | 5.74 | 5.64 | +0.10 |
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
| HASCX | BDSKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.96 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.17 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.37 | +0.07 |
Correlation
The correlation between HASCX and BDSKX is 0.93, 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
HASCX vs. BDSKX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 3.16%, less than BDSKX's 4.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 4.89% | 4.80% | 0.81% | 1.01% | 3.59% | 12.08% | 2.59% | 1.72% | 5.70% | 2.33% | 0.00% | 0.00% |
Drawdowns
HASCX vs. BDSKX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -58.90%, which is greater than BDSKX's maximum drawdown of -43.30%. Use the drawdown chart below to compare losses from any high point for HASCX and BDSKX.
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Drawdown Indicators
| HASCX | BDSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.90% | -43.30% | -15.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.88% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -28.34% | -31.65% | +3.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.15% | — | — |
Current DrawdownCurrent decline from peak | -9.89% | -9.88% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -9.66% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.47% | +0.31% |
Volatility
HASCX vs. BDSKX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 7.21% compared to BlackRock Advantage Small Cap Core Fund Class K (BDSKX) at 6.85%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than BDSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HASCX | BDSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 6.85% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 14.38% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 23.16% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 22.53% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 23.87% | -1.07% |