Correlation
The correlation between HASGX and USNQX is 0.85, 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.
HASGX vs. USNQX
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and USAA Nasdaq 100 Index Fund (USNQX).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASGX or USNQX.
Performance
HASGX vs. USNQX - Performance Comparison
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Key characteristics
HASGX:
0.01
USNQX:
0.57
HASGX:
0.22
USNQX:
0.94
HASGX:
1.03
USNQX:
1.13
HASGX:
0.03
USNQX:
0.61
HASGX:
0.08
USNQX:
1.99
HASGX:
9.67%
USNQX:
7.05%
HASGX:
25.22%
USNQX:
25.72%
HASGX:
-54.33%
USNQX:
-74.36%
HASGX:
-13.55%
USNQX:
-3.54%
Returns By Period
In the year-to-date period, HASGX achieves a -5.15% return, which is significantly lower than USNQX's 1.82% return. Over the past 10 years, HASGX has underperformed USNQX with an annualized return of 7.95%, while USNQX has yielded a comparatively higher 17.38% annualized return.
HASGX
-5.15%
5.58%
-13.28%
1.40%
6.07%
7.89%
7.95%
USNQX
1.82%
9.37%
3.18%
14.48%
19.48%
17.87%
17.38%
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HASGX vs. USNQX - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
HASGX vs. USNQX — Risk-Adjusted Performance Rank
HASGX
USNQX
HASGX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
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Dividends
HASGX vs. USNQX - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 3.72%, more than USNQX's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 3.72% | 3.53% | 0.03% | 4.80% | 27.66% | 7.21% | 3.45% | 27.30% | 10.10% | 0.47% | 13.13% | 16.78% |
USNQX USAA Nasdaq 100 Index Fund | 2.15% | 2.19% | 2.60% | 4.13% | 4.49% | 1.53% | 0.88% | 0.68% | 1.97% | 0.50% | 2.74% | 0.21% |
Drawdowns
HASGX vs. USNQX - Drawdown Comparison
The maximum HASGX drawdown since its inception was -54.33%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for HASGX and USNQX.
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Volatility
HASGX vs. USNQX - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 6.08% compared to USAA Nasdaq 100 Index Fund (USNQX) at 5.58%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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