HAVLX vs. HACBX
Compare and contrast key facts about Harbor Large Cap Value Fund (HAVLX) and Harbor Core Bond Fund (HACBX).
HAVLX is managed by Harbor. It was launched on Dec 29, 1987. HACBX is managed by Harbor. It was launched on Jun 1, 2018.
Performance
HAVLX vs. HACBX - Performance Comparison
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HAVLX vs. HACBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | -2.45% | 11.07% | 15.60% | 19.70% | -14.98% | 24.90% | 14.46% | 32.84% | -11.30% |
HACBX Harbor Core Bond Fund | -0.36% | 7.02% | 1.57% | 5.73% | -13.36% | -1.66% | 9.10% | 8.58% | 1.75% |
Returns By Period
In the year-to-date period, HAVLX achieves a -2.45% return, which is significantly lower than HACBX's -0.36% return.
HAVLX
- 1D
- 1.54%
- 1M
- -6.79%
- YTD
- -2.45%
- 6M
- -0.88%
- 1Y
- 7.90%
- 3Y*
- 13.11%
- 5Y*
- 7.47%
- 10Y*
- 12.05%
HACBX
- 1D
- -0.23%
- 1M
- -1.78%
- YTD
- -0.36%
- 6M
- 0.30%
- 1Y
- 3.59%
- 3Y*
- 3.52%
- 5Y*
- 0.07%
- 10Y*
- —
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HAVLX vs. HACBX - Expense Ratio Comparison
HAVLX has a 0.69% expense ratio, which is higher than HACBX's 0.40% expense ratio.
Return for Risk
HAVLX vs. HACBX — Risk / Return Rank
HAVLX
HACBX
HAVLX vs. HACBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Large Cap Value Fund (HAVLX) and Harbor Core Bond Fund (HACBX). 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.
| HAVLX | HACBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.91 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.30 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.60 | -0.86 |
Martin ratioReturn relative to average drawdown | 2.89 | 4.41 | -1.52 |
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
| HAVLX | HACBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.91 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.01 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | +0.01 |
Correlation
The correlation between HAVLX and HACBX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HAVLX vs. HACBX - Dividend Comparison
HAVLX's dividend yield for the trailing twelve months is around 21.85%, more than HACBX's 4.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | 21.85% | 21.82% | 14.78% | 4.06% | 5.13% | 3.33% | 3.46% | 0.88% | 2.84% | 3.57% | 4.41% | 5.74% |
HACBX Harbor Core Bond Fund | 4.13% | 4.50% | 4.21% | 3.83% | 3.15% | 2.18% | 4.43% | 3.55% | 1.73% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAVLX vs. HACBX - Drawdown Comparison
The maximum HAVLX drawdown since its inception was -78.26%, which is greater than HACBX's maximum drawdown of -18.48%. Use the drawdown chart below to compare losses from any high point for HAVLX and HACBX.
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Drawdown Indicators
| HAVLX | HACBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.26% | -18.48% | -59.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -2.57% | -9.38% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -18.43% | -5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | — | — |
Current DrawdownCurrent decline from peak | -7.42% | -2.47% | -4.95% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -5.38% | -10.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 0.93% | +2.14% |
Volatility
HAVLX vs. HACBX - Volatility Comparison
Harbor Large Cap Value Fund (HAVLX) has a higher volatility of 3.89% compared to Harbor Core Bond Fund (HACBX) at 1.61%. This indicates that HAVLX's price experiences larger fluctuations and is considered to be riskier than HACBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAVLX | HACBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 1.61% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.49% | 2.53% | +5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.94% | 4.24% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.19% | 5.91% | +11.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 5.28% | +13.35% |