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HCAIX: HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 98.44 1.84(1.90%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 11/06/2002 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.67% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/06/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | -4.7 | 2.2 | 12.0 | 6.8 | 9.4 | 11.2 | 9.6 | 9.5 | 16.2 | 53.2 | -37.9 | -4.9 | 36.2 | 32.9 | -1.7 | 36.2 | -1.4 | 10.5 | 9.7 | 37.1 | 15.3 | 0.2 | 11.2 | 41.4 | -37.4 | 11.8 | 1.9 | 13.5 | 8.9 | 29.9 | -7.3 |
| Sharpe Ratio | NA | -0.47 | -0.15 | 0.3 | 0.15 | 0.31 | NA | NA | 0.38 | 0.44 | 2.75 | -1.13 | -0.16 | 0.94 | 1.95 | -0.13 | 3.51 | -0.1 | 0.61 | 0.62 | 2.9 | 1.01 | 0.01 | 0.59 | 1.88 | -1.06 | 0.55 | -0.11 | 0.99 | 0.6 | 1.5 | -1.78 |
| Draw Down(%) | NA | 24.1 | 31.4 | 31.4 | 53.4 | 53.4 | NA | NA | 53.4 | 14.7 | 11.0 | 40.0 | 27.0 | 31.3 | 10.2 | 23.3 | 3.5 | 17.3 | 13.5 | 11.3 | 6.7 | 12.5 | 18.8 | 16.6 | 16.0 | 45.2 | 9.4 | 15.7 | 8.5 | 12.4 | 13.8 | 9.4 |
| Standard Deviation(%) | NA | 35.0 | 27.7 | 25.6 | 27.9 | 24.9 | NA | NA | 22.0 | 21.9 | 18.0 | 34.8 | 30.2 | 38.2 | 16.2 | 23.2 | 10.2 | 16.5 | 17.2 | 15.6 | 12.8 | 15.2 | 25.4 | 18.8 | 21.9 | 35.9 | 16.3 | 12.7 | 11.5 | 13.4 | 19.4 | 23.3 |
| Treynor Ratio | NA | -0.17 | -0.05 | 0.08 | 0.04 | 0.08 | NA | NA | 0.09 | 0.11 | 0.53 | -0.42 | -0.06 | 0.36 | 0.42 | -0.03 | 0.32 | -0.02 | 0.1 | 0.09 | 0.36 | 0.15 | 0.0 | 0.12 | 0.47 | -0.4 | 0.09 | -0.01 | 0.12 | 0.09 | 0.3 | -0.43 |
| Alpha | NA | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | 0.03 | 0.0 | -0.01 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 |
| Beta | NA | 0.95 | 0.91 | 0.93 | 0.92 | 0.95 | NA | NA | 0.95 | 0.89 | 0.93 | 0.94 | 0.85 | 0.99 | 0.75 | 1.1 | 1.13 | 1.09 | 1.04 | 1.12 | 1.03 | 1.02 | 0.95 | 0.96 | 0.88 | 0.96 | 0.97 | 0.95 | 0.93 | 0.88 | 0.99 | 0.97 |
| RSquared | NA | 0.99 | 0.81 | 0.91 | 0.8 | 0.85 | NA | NA | 0.9 | 0.7 | 0.96 | 0.99 | 0.48 | 0.88 | 0.72 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.94 | 0.95 | 0.99 | 0.97 | 0.97 | 0.99 | 0.97 | 0.94 | 0.91 | 0.92 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.7 | 6.7 | 6.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 11.2 | 9.8 | 14.2 | 6.0 | 7.2 | 6.8 | 4.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 418.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.4 | -16.0 | 126.9 | -15.1 | 9.1 | 117.8 | 5477.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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