HASGX vs. HACAX
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and Harbor Capital Appreciation Fund Class I (HACAX).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HASGX vs. HACAX - Performance Comparison
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HASGX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | -3.83% | 11.44% | 9.34% | 22.20% | -25.60% | 9.40% | 38.54% | 42.39% | -11.37% | 24.71% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
Returns By Period
In the year-to-date period, HASGX achieves a -3.83% return, which is significantly higher than HACAX's -14.13% return. Over the past 10 years, HASGX has underperformed HACAX with an annualized return of 11.21%, while HACAX has yielded a comparatively higher 16.39% annualized return.
HASGX
- 1D
- -1.86%
- 1M
- -11.10%
- YTD
- -3.83%
- 6M
- -0.85%
- 1Y
- 19.68%
- 3Y*
- 9.94%
- 5Y*
- 2.34%
- 10Y*
- 11.21%
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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HASGX vs. HACAX - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is higher than HACAX's 0.71% expense ratio.
Return for Risk
HASGX vs. HACAX — Risk / Return Rank
HASGX
HACAX
HASGX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.
| HASGX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.43 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.71 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.10 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.32 | +0.75 |
Martin ratioReturn relative to average drawdown | 4.29 | 1.07 | +3.22 |
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
| HASGX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.43 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.40 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.68 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.20 |
Correlation
The correlation between HASGX and HACAX is 0.82, 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
HASGX vs. HACAX - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 1.17%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 1.17% | 1.13% | 3.53% | 0.03% | 4.80% | 27.66% | 7.21% | 3.44% | 27.29% | 10.10% | 0.47% | 13.13% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
HASGX vs. HACAX - Drawdown Comparison
The maximum HASGX drawdown since its inception was -54.33%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for HASGX and HACAX.
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Drawdown Indicators
| HASGX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.33% | -63.05% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -17.96% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -34.17% | -43.52% | +9.35% |
Max Drawdown (10Y)Largest decline over 10 years | -38.53% | -43.52% | +4.99% |
Current DrawdownCurrent decline from peak | -12.93% | -17.96% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -10.23% | -16.27% | +6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 5.36% | -1.84% |
Volatility
HASGX vs. HACAX - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 7.93% compared to Harbor Capital Appreciation Fund Class I (HACAX) at 5.67%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HASGX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 5.67% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 12.59% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 20.13% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 25.89% | -2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.02% | 24.31% | -1.29% |