HNMVX vs. MYISX
HNMVX (Harbor Mid Cap Value Fund Retirement Class) and MYISX (Victory Integrity Small/Mid-Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, HNMVX returned 10.88%/yr vs 11.32%/yr for MYISX. Their 0.96 correlation means they have historically moved very closely together. HNMVX charges 0.77%/yr vs 0.09%/yr for MYISX.
Performance
HNMVX vs. MYISX - Performance Comparison
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Returns By Period
In the year-to-date period, HNMVX achieves a 23.81% return, which is significantly higher than MYISX's 19.90% return. Both investments have delivered pretty close results over the past 10 years, with HNMVX having a 10.88% annualized return and MYISX not far ahead at 11.32%.
HNMVX
- 1D
- 1.83%
- 1M
- 3.47%
- 6M
- 18.21%
- YTD
- 23.81%
- 1Y
- 36.73%
- 3Y*
- 19.26%
- 5Y*
- 13.39%
- 10Y*
- 10.88%
- ALL TIME*
- 11.45%
MYISX
- 1D
- 0.71%
- 1M
- 1.58%
- 6M
- 13.21%
- YTD
- 19.90%
- 1Y
- 28.20%
- 3Y*
- 13.32%
- 5Y*
- 10.46%
- 10Y*
- 11.32%
- ALL TIME*
- 10.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HNMVX vs. MYISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNMVX Harbor Mid Cap Value Fund Retirement Class | 23.81% | 16.06% | 12.22% | 16.52% | -5.58% | 30.06% | -3.70% | 23.06% | -17.76% | 12.09% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 19.90% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
Correlation
The correlation between HNMVX and MYISX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2016 | 0.96 |
The correlation between HNMVX and MYISX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
HNMVX vs. MYISX — Risk / Return Rank
HNMVX
MYISX
HNMVX vs. MYISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund Retirement Class (HNMVX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HNMVX | MYISX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.32 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 5.32 | 2.88 | +2.44 |
| Martin ratioReturn relative to average drawdown | 19.74 | 9.72 | +10.03 |
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Drawdowns
HNMVX vs. MYISX - Drawdown Comparison
The maximum HNMVX drawdown since its inception was -51.33%, which is greater than MYISX's maximum drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for HNMVX and MYISX.
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Drawdown Indicators
| HNMVX | MYISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -47.79% | -3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -9.67% | +2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -21.00% | -26.51% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -21.00% | -26.51% | +5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -51.33% | -47.79% | -3.54% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -6.71% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.87% | -1.02% |
Volatility
HNMVX vs. MYISX - Volatility Comparison
Harbor Mid Cap Value Fund Retirement Class (HNMVX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX) have volatilities of 2.89% and 2.86%, 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.
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Volatility by Period
| HNMVX | MYISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 2.86% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 10.88% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 15.58% | -2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.71% | 20.87% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.86% | 23.19% | -1.33% |
HNMVX vs. MYISX - Expense Ratio Comparison
HNMVX has a 0.77% expense ratio, which is higher than MYISX's 0.09% expense ratio.
Dividends
HNMVX vs. MYISX - Dividend Comparison
HNMVX's dividend yield for the trailing twelve months is around 7.08%, more than MYISX's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNMVX Harbor Mid Cap Value Fund Retirement Class | 7.08% | 8.77% | 5.87% | 7.28% | 8.35% | 1.35% | 2.43% | 3.21% | 8.52% | 3.91% | 3.11% | 0.00% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 3.62% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
Frequently Asked Questions
With a correlation of 0.94, HNMVX and MYISX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HNMVX has higher volatility (2.89%) compared to MYISX (2.86%). In terms of maximum drawdown, HNMVX dropped -51.33% vs MYISX's -47.79%.
HNMVX currently has the higher Sharpe Ratio (2.78 vs 1.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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