HNACX vs. OIGAX
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Invesco Oppenheimer International Growth Fund Class A (OIGAX).
HNACX is managed by Harbor. OIGAX is managed by Invesco. It was launched on Mar 25, 1996.
Performance
HNACX vs. OIGAX - Performance Comparison
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HNACX vs. OIGAX - 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% |
OIGAX Invesco Oppenheimer International Growth Fund Class A | -10.39% | 15.86% | -1.85% | 20.93% | -27.31% | 10.38% | 22.11% | 28.62% | -19.53% | 26.61% |
Returns By Period
In the year-to-date period, HNACX achieves a -14.12% return, which is significantly lower than OIGAX's -10.39% return.
HNACX
- 1D
- -0.41%
- 1M
- -8.90%
- YTD
- -14.12%
- 6M
- -13.41%
- 1Y
- 8.89%
- 3Y*
- 23.09%
- 5Y*
- 10.44%
- 10Y*
- —
OIGAX
- 1D
- 0.13%
- 1M
- -11.46%
- YTD
- -10.39%
- 6M
- -8.99%
- 1Y
- 3.18%
- 3Y*
- 3.64%
- 5Y*
- -0.22%
- 10Y*
- 4.43%
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HNACX vs. OIGAX - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is lower than OIGAX's 1.10% expense ratio.
Return for Risk
HNACX vs. OIGAX — Risk / Return Rank
HNACX
OIGAX
HNACX vs. OIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Invesco Oppenheimer International Growth Fund Class A (OIGAX). 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 | OIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.13 | +0.31 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.31 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.11 | +0.21 |
Martin ratioReturn relative to average drawdown | 1.08 | 0.44 | +0.64 |
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
| HNACX | OIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.13 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.01 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.37 | +0.33 |
Correlation
The correlation between HNACX and OIGAX is 0.72, 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. OIGAX - Dividend Comparison
HNACX's dividend yield for the trailing twelve months is around 13.03%, less than OIGAX's 49.15% 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% |
OIGAX Invesco Oppenheimer International Growth Fund Class A | 49.15% | 44.04% | 11.27% | 11.59% | 0.00% | 13.52% | 14.72% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% |
Drawdowns
HNACX vs. OIGAX - Drawdown Comparison
The maximum HNACX drawdown since its inception was -43.46%, smaller than the maximum OIGAX drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for HNACX and OIGAX.
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Drawdown Indicators
| HNACX | OIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -67.43% | +23.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.94% | -14.61% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -40.41% | -3.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.41% | — |
Current DrawdownCurrent decline from peak | -17.94% | -15.14% | -2.80% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -17.37% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.79% | +1.57% |
Volatility
HNACX vs. OIGAX - Volatility Comparison
The current volatility for Harbor Capital Appreciation Fund Retirement Class (HNACX) is 5.67%, while Invesco Oppenheimer International Growth Fund Class A (OIGAX) has a volatility of 7.01%. This indicates that HNACX experiences smaller price fluctuations and is considered to be less risky than OIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HNACX | OIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 7.01% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 11.67% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.13% | 17.79% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.87% | 18.65% | +7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.99% | 18.37% | +6.62% |