HMCNX vs. MISIX
Compare and contrast key facts about Harbor Mid Cap Fund (HMCNX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
HMCNX is managed by Harbor. It was launched on Dec 2, 2019. MISIX is managed by Victory.
Performance
HMCNX vs. MISIX - Performance Comparison
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HMCNX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HMCNX Harbor Mid Cap Fund | 3.15% | 9.38% | 7.01% | 16.44% | -17.46% | 24.12% | 18.45% | 3.52% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 4.98% |
Returns By Period
In the year-to-date period, HMCNX achieves a 3.15% return, which is significantly higher than MISIX's 2.72% return.
HMCNX
- 1D
- 2.55%
- 1M
- -6.57%
- YTD
- 3.15%
- 6M
- 6.75%
- 1Y
- 16.82%
- 3Y*
- 10.45%
- 5Y*
- 5.32%
- 10Y*
- —
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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HMCNX vs. MISIX - Expense Ratio Comparison
HMCNX has a 1.24% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
HMCNX vs. MISIX — Risk / Return Rank
HMCNX
MISIX
HMCNX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Fund (HMCNX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| HMCNX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 2.29 | -1.30 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.93 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.45 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.68 | -1.32 |
Martin ratioReturn relative to average drawdown | 5.55 | 11.58 | -6.03 |
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
| HMCNX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.29 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.42 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.32 | +0.12 |
Correlation
The correlation between HMCNX and MISIX is 0.75, 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
HMCNX vs. MISIX - Dividend Comparison
HMCNX's dividend yield for the trailing twelve months is around 2.42%, less than MISIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMCNX Harbor Mid Cap Fund | 2.42% | 2.50% | 0.27% | 1.94% | 2.93% | 1.79% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
HMCNX vs. MISIX - Drawdown Comparison
The maximum HMCNX drawdown since its inception was -38.10%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for HMCNX and MISIX.
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Drawdown Indicators
| HMCNX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.10% | -67.61% | +29.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -13.84% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -37.69% | +13.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.82% | — |
Current DrawdownCurrent decline from peak | -6.68% | -10.87% | +4.19% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -16.99% | +9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.20% | 0.00% |
Volatility
HMCNX vs. MISIX - Volatility Comparison
The current volatility for Harbor Mid Cap Fund (HMCNX) is 5.62%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that HMCNX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMCNX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 7.91% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 11.79% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 16.91% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 17.75% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.48% | 17.82% | +3.66% |