HASGX vs. HICSX
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and Harbor Convertible Securities Fund (HICSX).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. HICSX is managed by Harbor. It was launched on May 1, 2011.
Performance
HASGX vs. HICSX - Performance Comparison
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HASGX vs. HICSX - 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% |
HICSX Harbor Convertible Securities Fund | 0.67% | 19.99% | 12.36% | 10.37% | -15.55% | 2.07% | 31.41% | 17.89% | -0.65% | 7.93% |
Returns By Period
In the year-to-date period, HASGX achieves a -3.83% return, which is significantly lower than HICSX's 0.67% return. Over the past 10 years, HASGX has outperformed HICSX with an annualized return of 11.21%, while HICSX has yielded a comparatively lower 8.54% 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%
HICSX
- 1D
- -1.75%
- 1M
- -5.41%
- YTD
- 0.67%
- 6M
- 3.67%
- 1Y
- 23.20%
- 3Y*
- 13.71%
- 5Y*
- 4.92%
- 10Y*
- 8.54%
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HASGX vs. HICSX - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is lower than HICSX's 1.12% expense ratio.
Return for Risk
HASGX vs. HICSX — Risk / Return Rank
HASGX
HICSX
HASGX vs. HICSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Harbor Convertible Securities Fund (HICSX). 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 | HICSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.62 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.17 | 2.22 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 3.07 | -2.00 |
Martin ratioReturn relative to average drawdown | 4.29 | 12.11 | -7.82 |
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 | HICSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.62 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.45 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.81 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.74 | -0.36 |
Correlation
The correlation between HASGX and HICSX is 0.86, 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. HICSX - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 1.17%, less than HICSX's 1.58% 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% |
HICSX Harbor Convertible Securities Fund | 1.58% | 1.95% | 3.22% | 2.91% | 0.44% | 14.09% | 9.57% | 3.61% | 6.45% | 10.65% | 0.98% | 3.95% |
Drawdowns
HASGX vs. HICSX - Drawdown Comparison
The maximum HASGX drawdown since its inception was -54.33%, which is greater than HICSX's maximum drawdown of -23.68%. Use the drawdown chart below to compare losses from any high point for HASGX and HICSX.
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Drawdown Indicators
| HASGX | HICSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.33% | -23.68% | -30.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -6.92% | -7.19% |
Max Drawdown (5Y)Largest decline over 5 years | -34.17% | -22.03% | -12.14% |
Max Drawdown (10Y)Largest decline over 10 years | -38.53% | -23.68% | -14.85% |
Current DrawdownCurrent decline from peak | -12.93% | -6.92% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -10.23% | -4.82% | -5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 1.75% | +1.77% |
Volatility
HASGX vs. HICSX - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 7.93% compared to Harbor Convertible Securities Fund (HICSX) at 6.02%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than HICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HASGX | HICSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 6.02% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 11.54% | +3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 14.15% | +10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 11.02% | +12.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.02% | 10.61% | +12.41% |