RPMMX vs. HAMVX
RPMMX (Reinhart Mid Cap PMV Fund) and HAMVX (Harbor Mid Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, RPMMX returned 6.47%/yr vs 10.88%/yr for HAMVX. Their correlation of 0.93 means they have usually moved in the same direction. RPMMX charges 1.30%/yr vs 0.85%/yr for HAMVX.
Performance
RPMMX vs. HAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, RPMMX achieves a 9.74% return, which is significantly lower than HAMVX's 24.15% return. Over the past 10 years, RPMMX has underperformed HAMVX with an annualized return of 6.47%, while HAMVX has yielded a comparatively higher 10.88% annualized return.
RPMMX
- 1D
- -0.17%
- 1M
- 2.56%
- 6M
- 8.16%
- YTD
- 9.74%
- 1Y
- 12.96%
- 3Y*
- 6.75%
- 5Y*
- 4.19%
- 10Y*
- 6.47%
- ALL TIME*
- 7.78%
HAMVX
- 1D
- -0.20%
- 1M
- 3.58%
- 6M
- 18.01%
- YTD
- 24.15%
- 1Y
- 41.11%
- 3Y*
- 19.07%
- 5Y*
- 13.22%
- 10Y*
- 10.88%
- ALL TIME*
- 8.92%
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 |
RPMMX vs. HAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPMMX Reinhart Mid Cap PMV Fund | 9.74% | -0.92% | 8.55% | 5.57% | -7.50% | 25.92% | -0.83% | 24.40% | -11.68% | 10.55% |
HAMVX Harbor Mid Cap Value Fund | 24.15% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
Correlation
The correlation between RPMMX and HAMVX is 0.85, 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. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.93 |
The correlation between RPMMX and HAMVX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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Return for Risk
RPMMX vs. HAMVX — Risk / Return Rank
RPMMX
HAMVX
RPMMX vs. HAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Mid Cap PMV Fund (RPMMX) and Harbor Mid Cap Value Fund (HAMVX). 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.
| RPMMX | HAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.34 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.53 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 5.68 | -4.74 |
| Martin ratioReturn relative to average drawdown | 2.50 | 21.30 | -18.80 |
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Drawdowns
RPMMX vs. HAMVX - Drawdown Comparison
The maximum RPMMX drawdown since its inception was -44.47%, smaller than the maximum HAMVX drawdown of -64.17%. Use the drawdown chart below to compare losses from any high point for RPMMX and HAMVX.
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Drawdown Indicators
| RPMMX | HAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.47% | -64.17% | +19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -6.84% | -2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -18.65% | -21.04% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -21.04% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -44.47% | -51.44% | +6.97% |
Current DrawdownCurrent decline from peak | -0.88% | -0.93% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -9.92% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 1.82% | +1.71% |
Volatility
RPMMX vs. HAMVX - Volatility Comparison
Reinhart Mid Cap PMV Fund (RPMMX) has a higher volatility of 4.01% compared to Harbor Mid Cap Value Fund (HAMVX) at 2.94%. This indicates that RPMMX's price experiences larger fluctuations and is considered to be riskier than HAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMMX | HAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 2.94% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 8.88% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 13.06% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 18.60% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.84% | 21.80% | -1.96% |
RPMMX vs. HAMVX - Expense Ratio Comparison
RPMMX has a 1.30% expense ratio, which is higher than HAMVX's 0.85% expense ratio.
Dividends
RPMMX vs. HAMVX - Dividend Comparison
RPMMX's dividend yield for the trailing twelve months is around 6.00%, less than HAMVX's 6.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 6.98% | 8.67% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% |
RPMMX Reinhart Mid Cap PMV Fund | 6.00% | 6.59% | 3.00% | 5.65% | 5.04% | 0.74% | 0.73% | 0.50% | 9.52% | 8.84% | 2.67% | 3.29% |
Frequently Asked Questions
RPMMX and HAMVX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPMMX has higher volatility (4.01%) compared to HAMVX (2.94%). In terms of maximum drawdown, RPMMX dropped -44.47% vs HAMVX's -64.17%.
HAMVX currently has the higher Sharpe Ratio (2.98 vs 0.61), 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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