WINN vs. HACAX

In the year-to-date period, WINN achieves a 0.62% return, which is significantly lower than HACAX's 1.56% return.

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WINN has a 0.57% expense ratio, which is lower than HACAX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) 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 WINN Sharpe Ratio is 0.59, which is comparable to the HACAX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of WINN 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.

WINN has not paid dividends to shareholders, while HACAX's dividend yield for the trailing twelve months is around 10.71%.

The maximum WINN drawdown since its inception was -32.08%, smaller than the maximum HACAX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for WINN and HACAX.

Harbor Long-Term Growers ETF (WINN) and Harbor Capital Appreciation Fund Class I (HACAX) have volatilities of 5.42% and 5.36%, 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.