JLGIX vs. HACAX

In the year-to-date period, JLGIX achieves a 2.68% return, which is significantly lower than HACAX's 4.65% return. Over the past 10 years, JLGIX has underperformed HACAX with an annualized return of 3.15%, while HACAX has yielded a comparatively higher 6.69% annualized return.

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JLGIX has a 1.26% expense ratio, which is higher than HACAX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) 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.

The current JLGIX Sharpe Ratio is 0.46, which is comparable to the HACAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of JLGIX and HACAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JLGIX nor HACAX has paid dividends to shareholders.

The maximum JLGIX drawdown since its inception was -48.09%, smaller than the maximum HACAX drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for JLGIX and HACAX. For additional features, visit the drawdowns tool.

JAG Large Cap Growth Fund (JLGIX) and Harbor Capital Appreciation Fund Class I (HACAX) have volatilities of 4.99% and 5.15%, 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.