HIISX vs. HABDX
Compare and contrast key facts about Harbor International Small Cap Fund (HIISX) and Harbor Core Plus Fund (HABDX).
HIISX is managed by Harbor. It was launched on Jan 31, 2016. HABDX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HIISX vs. HABDX - Performance Comparison
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HIISX vs. HABDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIISX Harbor International Small Cap Fund | 0.84% | 24.37% | -1.12% | 8.90% | -8.70% | 16.70% | 7.75% | 21.61% | -19.71% | 37.11% |
HABDX Harbor Core Plus Fund | -0.43% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
Returns By Period
In the year-to-date period, HIISX achieves a 0.84% return, which is significantly higher than HABDX's -0.43% return.
HIISX
- 1D
- 2.35%
- 1M
- -6.61%
- YTD
- 0.84%
- 6M
- 2.92%
- 1Y
- 19.37%
- 3Y*
- 8.74%
- 5Y*
- 5.19%
- 10Y*
- —
HABDX
- 1D
- -0.20%
- 1M
- -1.84%
- YTD
- -0.43%
- 6M
- 0.26%
- 1Y
- 3.72%
- 3Y*
- 4.17%
- 5Y*
- 0.65%
- 10Y*
- 2.28%
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HIISX vs. HABDX - Expense Ratio Comparison
HIISX has a 1.32% expense ratio, which is higher than HABDX's 0.38% expense ratio.
Return for Risk
HIISX vs. HABDX — Risk / Return Rank
HIISX
HABDX
HIISX vs. HABDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Small Cap Fund (HIISX) and Harbor Core Plus Fund (HABDX). 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.
| HIISX | HABDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.97 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.38 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.60 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.31 | 4.60 | +0.71 |
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
| HIISX | HABDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.97 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.12 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 1.32 | -0.82 |
Correlation
The correlation between HIISX and HABDX is 0.07, 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
HIISX vs. HABDX - Dividend Comparison
HIISX's dividend yield for the trailing twelve months is around 8.84%, more than HABDX's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIISX Harbor International Small Cap Fund | 8.84% | 8.91% | 4.71% | 1.84% | 2.22% | 6.97% | 0.93% | 2.35% | 3.78% | 0.99% | 0.00% | 0.00% |
HABDX Harbor Core Plus Fund | 4.29% | 4.65% | 4.46% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.08% | 3.41% | 3.86% | 5.40% |
Drawdowns
HIISX vs. HABDX - Drawdown Comparison
The maximum HIISX drawdown since its inception was -42.19%, which is greater than HABDX's maximum drawdown of -17.94%. Use the drawdown chart below to compare losses from any high point for HIISX and HABDX.
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Drawdown Indicators
| HIISX | HABDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.19% | -17.94% | -24.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -2.64% | -8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.11% | -17.94% | -8.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.94% | — |
Current DrawdownCurrent decline from peak | -8.30% | -2.31% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -1.87% | -7.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 0.92% | +2.43% |
Volatility
HIISX vs. HABDX - Volatility Comparison
Harbor International Small Cap Fund (HIISX) has a higher volatility of 5.97% compared to Harbor Core Plus Fund (HABDX) at 1.44%. This indicates that HIISX's price experiences larger fluctuations and is considered to be riskier than HABDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIISX | HABDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 1.44% | +4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 2.45% | +7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 4.18% | +10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 5.65% | +9.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.27% | 4.82% | +11.45% |