HGER vs ADX

Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and Adams Diversified Equity Fund (ADX, ETF).

HGER vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGER(ETF)	ADX(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.68%	N/A
Max Drawdown	23.31%	85.05%
Sharpe Ratio	2.18	2.11
5Y Beta	0.14	0.90
5Y Dividends CAGR	N/A	16.20%

Net Assets

HGER

$2.80B

Winner

ADX

$2.90B

Expense Ratio

HGER

0.68%

ADX

N/A

Max Drawdown

Winner

HGER

23.31%

ADX

85.05%

Sharpe Ratio

Winner

HGER

2.18

ADX

2.11

5Y Beta

Winner

HGER

0.14

ADX

0.90

5Y Dividends CAGR

HGER

N/A

ADX

16.20%

HGER vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	HGER	ADX
1 month	+4.97%	+7.63%
3 months	+18.92%	+7.63%
6 months	+31.47%	+14.28%
1 year	+47.02%	+37.29%
5 years(CAGR)	+16.65%	+16.61%
10 years(CAGR)	N/A	+18.04%
Max(CAGR)	+16.65%	+7.34%

HGER

+4.97%

Winner

ADX

+7.63%

Winner

HGER

+18.92%

ADX

+7.63%

Winner

HGER

+31.47%

ADX

+14.28%

Winner

HGER

+47.02%

ADX

+37.29%

5Y(CAGR)

Winner

HGER

+16.65%

ADX

+16.61%

10Y(CAGR)

HGER

N/A

ADX

+18.04%

Max(CAGR)

Winner

HGER

+16.65%

ADX

+7.34%

HGER vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGER	ADX
2026	+31.63%	+9.80%
2025	+18.91%	+25.68%
2024	+10.26%	+30.30%
2023	+3.21%	+31.71%
2022	+9.77%	-20.45%
2021	N/A	+31.72%
2020	N/A	+16.75%
2019	N/A	+36.30%
2018	N/A	-4.03%
2017	N/A	+28.84%
2016	N/A	+8.21%
2015	N/A	+0.50%
2014	N/A	+14.96%
2013	N/A	+28.61%
2012	N/A	+15.17%
2011	N/A	-5.54%
2010	N/A	+10.00%
2009	N/A	+27.29%
2008	N/A	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

HGER vs ADX Drawdown Comparison

The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

The current HGER drawdown is -0.88%.

Rank	HGER	ADX
#1	-23.31% Mar 8, 2022 - Jan 15, 2025	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-8.84% Apr 2, 2025 - Jun 11, 2025	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-8.09% Jan 29, 2026 - Feb 27, 2026	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-5.64% Mar 12, 2026 - Apr 2, 2026	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-5.16% Jun 20, 2025 - Sep 12, 2025	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-4.68% Feb 18, 2025 - Mar 31, 2025	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-3.36% Nov 11, 2025 - Jan 8, 2026	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-2.19% Oct 20, 2025 - Oct 23, 2025	-18.29% Feb 18, 2025 - May 29, 2025
#9	-2.09% Sep 16, 2025 - Sep 26, 2025	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	-2.07% Oct 8, 2025 - Oct 16, 2025	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	-1.91% Apr 7, 2026 - Apr 16, 2026	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	-1.80% Feb 14, 2022 - Feb 22, 2022	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	-1.76% Nov 3, 2025 - Nov 10, 2025	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	-1.69% Apr 16, 2026 - Apr 22, 2026	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	-1.68% Mar 6, 2026 - Mar 11, 2026	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

Correlation between HGER and ADX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

HGER vs ADX dividend yield comparison.

Year	HGER	ADX
2026	0.00%	3.87%
2025	7.09%	7.93%
2024	3.28%	12.38%
2023	7.24%	7.34%
2022	0.64%	7.36%
2021	0.00%	15.35%
2020	0.00%	6.54%
2019	0.00%	9.00%
2018	0.00%	15.85%
2017	0.00%	9.18%
2016	0.00%	7.79%
2015	0.00%	7.17%
2014	0.00%	8.48%
2013	0.00%	6.35%
2012	0.00%	6.23%
2011	0.00%	6.33%
2010	0.00%	4.56%
2009	0.00%	4.46%
2008	0.00%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%