HASCX vs. IVOG

In the year-to-date period, HASCX achieves a -8.73% return, which is significantly lower than IVOG's -2.57% return. Over the past 10 years, HASCX has underperformed IVOG with an annualized return of 7.57%, while IVOG has yielded a comparatively higher 8.55% annualized return.

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HASCX has a 0.87% expense ratio, which is higher than IVOG's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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.

The current HASCX Sharpe Ratio is -0.11, which is lower than the IVOG Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of HASCX and IVOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HASCX's dividend yield for the trailing twelve months is around 0.68%, less than IVOG's 0.81% yield.

The maximum HASCX drawdown since its inception was -58.90%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for HASCX and IVOG.

Harbor Small Cap Value Fund (HASCX) has a higher volatility of 6.41% compared to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) at 6.09%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.