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HRCAX: HARBOR CAPITAL APPRECIATION FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info 116.92 1.19(1.03%) July 09
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 12/27/2002 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 10.80% |
| Expenses | 0.67% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/2002 |
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(%) | 2.0 | 8.2 | 12.5 | 26.6 | 14.6 | 15.6 | 16.3 | 12.3 | 12.8 | 16.9 | 53.3 | -37.9 | -4.1 | 36.8 | 33.1 | -1.6 | 36.3 | -1.3 | 10.6 | 9.8 | 37.3 | 15.4 | 0.3 | 11.5 | 41.5 | -37.3 | 12.0 | 2.1 | 13.7 | 9.1 | 30.4 | 0.4 |
| Sharpe Ratio | NA | 0.45 | 0.4 | 1.05 | 0.5 | 0.6 | NA | NA | 0.55 | 0.48 | 2.76 | -1.13 | -0.14 | 0.96 | 1.96 | -0.12 | 3.52 | -0.09 | 0.62 | 0.63 | 2.9 | 1.02 | 0.01 | 0.61 | 1.89 | -1.06 | 0.55 | -0.09 | 1.01 | 0.62 | 1.53 | 29.59 |
| Draw Down(%) | NA | 24.1 | 24.1 | 24.1 | 43.7 | 43.7 | NA | NA | 47.4 | 14.3 | 11.0 | 40.0 | 26.5 | 31.3 | 10.2 | 23.2 | 3.5 | 17.3 | 13.5 | 11.3 | 6.6 | 12.5 | 18.8 | 16.5 | 16.0 | 45.2 | 9.4 | 15.6 | 8.5 | 12.3 | 13.7 | 0.0 |
| Standard Deviation(%) | NA | 30.0 | 25.9 | 22.9 | 25.3 | 23.6 | NA | NA | 21.3 | 21.7 | 18.0 | 34.8 | 29.8 | 38.1 | 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 | 13.2 | 19.4 | 2.1 |
| Treynor Ratio | NA | 0.14 | 0.11 | 0.25 | 0.13 | 0.14 | NA | NA | 0.12 | 0.12 | 0.53 | -0.42 | -0.05 | 0.37 | 0.42 | -0.03 | 0.32 | -0.01 | 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 | 1.65 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 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 | 0.16 |
| Beta | NA | 0.95 | 0.96 | 0.95 | 0.97 | 0.98 | NA | NA | 0.97 | 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 | 0.87 | 0.99 | 0.37 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | NA | NA | 0.96 | 0.71 | 0.96 | 0.99 | 0.49 | 0.89 | 0.72 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.94 | 0.96 | 0.99 | 0.97 | 0.97 | 0.99 | 0.97 | 0.94 | 0.91 | 0.92 | 0.95 | 1.0 |
| Yield(%) | N/A | 0.0 | 10.7 | 6.4 | 9.3 | 11.6 | 17.0 | 13.3 | N/A | 13.6 | 0.0 | 0.0 | 18.8 | 17.0 | 11.0 | 9.6 | 14.0 | 6.0 | 7.1 | 6.7 | 4.0 | 0.2 | 0.0 | 0.1 | 0.1 | 0.2 | 0.1 | 0.0 | 0.0 | 0.4 | 0.2 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -67.7 | 52.3 | 1169.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | 47.2 | 91.3 | 0.4 | -16.0 | 126.9 | -15.1 | 9.1 | 117.8 | 2830.5 | N/A | -100.0 | 47.8 | -74.7 | 213.8 | N/A | N/A | -100.0 | 209.1 | -10.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2002
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