HNACX vs. HACAX
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Harbor Capital Appreciation Fund Class I (HACAX).
HNACX is managed by Harbor. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
HNACX vs. HACAX - Performance Comparison
Loading graphics...
HNACX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNACX Harbor Capital Appreciation Fund Retirement Class | -14.12% | 14.04% | 46.43% | 53.86% | -37.67% | 15.43% | 54.82% | 33.53% | -1.24% | 35.33% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 35.24% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HNACX having a -14.12% return and HACAX slightly lower at -14.13%.
HNACX
- 1D
- -0.41%
- 1M
- -8.90%
- YTD
- -14.12%
- 6M
- -13.41%
- 1Y
- 8.89%
- 3Y*
- 23.09%
- 5Y*
- 10.44%
- 10Y*
- —
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HNACX vs. HACAX - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Return for Risk
HNACX vs. HACAX — Risk / Return Rank
HNACX
HACAX
HNACX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.
| HNACX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.43 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.71 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.32 | +0.01 |
Martin ratioReturn relative to average drawdown | 1.08 | 1.07 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HNACX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.43 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.40 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.11 |
Correlation
The correlation between HNACX and HACAX is 1.00, 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
HNACX vs. HACAX - Dividend Comparison
HNACX's dividend yield for the trailing twelve months is around 13.03%, which matches HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNACX Harbor Capital Appreciation Fund Retirement Class | 13.03% | 11.19% | 21.66% | 0.00% | 0.00% | 18.62% | 12.25% | 8.97% | 11.07% | 11.64% | 0.00% | 0.00% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
HNACX vs. HACAX - Drawdown Comparison
The maximum HNACX drawdown since its inception was -43.46%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for HNACX and HACAX.
Loading graphics...
Drawdown Indicators
| HNACX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -63.05% | +19.59% |
Max Drawdown (1Y)Largest decline over 1 year | -17.94% | -17.96% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -43.52% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.52% | — |
Current DrawdownCurrent decline from peak | -17.94% | -17.96% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -16.27% | +6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 5.36% | 0.00% |
Volatility
HNACX vs. HACAX - Volatility Comparison
Harbor Capital Appreciation Fund Retirement Class (HNACX) and Harbor Capital Appreciation Fund Class I (HACAX) have volatilities of 5.67% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HNACX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.67% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 12.59% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.13% | 20.13% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.87% | 25.89% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.99% | 24.31% | +0.68% |