HICSX vs. HACBX
Compare and contrast key facts about Harbor Convertible Securities Fund (HICSX) and Harbor Core Bond Fund (HACBX).
HICSX is managed by Harbor. It was launched on May 1, 2011. HACBX is managed by Harbor. It was launched on Jun 1, 2018.
Performance
HICSX vs. HACBX - Performance Comparison
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HICSX vs. HACBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HICSX Harbor Convertible Securities Fund | 0.67% | 19.99% | 12.36% | 10.37% | -15.55% | 2.07% | 31.41% | 17.89% | -6.27% |
HACBX Harbor Core Bond Fund | -0.14% | 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, HICSX achieves a 0.67% return, which is significantly higher than HACBX's -0.14% return.
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%
HACBX
- 1D
- 0.57%
- 1M
- -1.99%
- YTD
- -0.14%
- 6M
- 0.75%
- 1Y
- 4.05%
- 3Y*
- 3.60%
- 5Y*
- 0.19%
- 10Y*
- —
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HICSX vs. HACBX - Expense Ratio Comparison
HICSX has a 1.12% expense ratio, which is higher than HACBX's 0.40% expense ratio.
Return for Risk
HICSX vs. HACBX — Risk / Return Rank
HICSX
HACBX
HICSX vs. HACBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Convertible Securities Fund (HICSX) 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.
| HICSX | HACBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.03 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.47 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.07 | 1.92 | +1.14 |
Martin ratioReturn relative to average drawdown | 12.11 | 5.36 | +6.75 |
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
| HICSX | HACBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.03 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.03 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.40 | +0.34 |
Correlation
The correlation between HICSX and HACBX is 0.05, 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
HICSX vs. HACBX - Dividend Comparison
HICSX's dividend yield for the trailing twelve months is around 1.58%, less than HACBX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HACBX Harbor Core Bond Fund | 4.12% | 4.50% | 4.21% | 3.83% | 3.15% | 2.18% | 4.43% | 3.55% | 1.73% | 0.00% | 0.00% | 0.00% |
Drawdowns
HICSX vs. HACBX - Drawdown Comparison
The maximum HICSX drawdown since its inception was -23.68%, which is greater than HACBX's maximum drawdown of -18.48%. Use the drawdown chart below to compare losses from any high point for HICSX and HACBX.
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Drawdown Indicators
| HICSX | HACBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.68% | -18.48% | -5.20% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -2.57% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.03% | -18.43% | -3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -23.68% | — | — |
Current DrawdownCurrent decline from peak | -6.92% | -2.25% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -5.38% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 0.92% | +0.83% |
Volatility
HICSX vs. HACBX - Volatility Comparison
Harbor Convertible Securities Fund (HICSX) has a higher volatility of 6.02% compared to Harbor Core Bond Fund (HACBX) at 1.64%. This indicates that HICSX'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
| HICSX | HACBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 1.64% | +4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 2.54% | +9.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.15% | 4.24% | +9.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.02% | 5.91% | +5.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 5.28% | +5.33% |