Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) | -7.89% | 0.99% | 10.00% | 6.83% | NA | NA | NA | 11.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) | 03/02/2016 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 03/02/2016.
AR inception is since 03/02/2016.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.85 | 0.99 | 10.00 | 6.83 | NA | NA | NA | 11.71 | -7.89 | 17.95 | 53.86 | -37.67 | -3.20 | 37.70 | 33.83 | -1.24 | 36.77 | 7.93 |
| Sharpe Ratio | NA | -0.20 | 0.22 | 0.16 | NA | NA | NA | 0.39 | -0.73 | 0.53 | 2.79 | -1.13 | -0.11 | 0.98 | 2.00 | -0.11 | 3.55 | 0.72 |
| Standard Deviation(%) | NA | 27.37 | 25.74 | 27.69 | NA | NA | NA | 25.08 | 35.88 | 21.48 | 17.96 | 34.79 | 29.37 | 38.04 | 16.20 | 23.18 | 10.21 | 12.89 |
| Draw Down(%) | NA | 30.66 | 30.66 | 52.59 | NA | NA | NA | 52.59 | 24.10 | 14.16 | 10.87 | 39.75 | 26.00 | 31.28 | 10.19 | 23.17 | 3.49 | 7.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.57 | 3.05 | 2.28 | 5.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.22 | 9.71 | 14.12 | 6.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) |
-7.15%
Aug 2020 - Aug 2023 |
1.89%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) |
27.55%
Aug 2017 - Aug 2020 |
24.34%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart