Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HACAX (HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) | 5.93% | 13.47% | 25.18% | 8.90% | 12.16% | 14.16% | 10.94% | 10.44% |
Data as of 06/26/2025, AR inception is 12/23/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HACAX (HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) | 12/23/1988 | 06/26/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 13.47 | 25.18 | 8.90 | 12.16 | 14.16 | 10.94 | 10.44 | 5.93 | 30.54 | 53.74 | -37.72 | -3.31 | 37.58 | 33.42 | -1.30 | 36.68 | -1.06 | 10.89 | 10.09 | 37.66 | 15.70 | 0.61 | 11.61 | 41.89 | -37.13 | 12.25 | 2.33 | 14.18 | 9.34 | 30.48 | -30.73 | -17.74 | -16.91 | 45.82 | 36.90 | 31.65 | 19.85 | 35.94 | 2.31 | 4.83 | -2.73 | 45.67 | -8.77 | 13.31 | -2.00 |
| Sharpe Ratio | NA | 0.24 | 1.01 | 0.21 | 0.42 | NA | NA | 0.38 | 0.03 | 1.25 | 2.78 | -1.13 | -0.11 | 0.98 | 1.98 | -0.11 | 3.56 | -0.08 | 0.63 | 0.65 | 2.93 | 1.04 | 0.02 | 0.61 | 1.91 | -1.06 | 0.57 | -0.07 | 1.05 | 0.64 | 1.53 | -1.18 | -0.74 | -0.67 | 1.75 | 1.27 | 1.32 | 1.02 | 2.14 | -0.05 | 0.19 | -0.28 | 2.18 | -0.70 | 0.48 | -2.31 |
| Standard Deviation(%) | NA | 25.78 | 23.12 | 27.16 | 24.58 | NA | NA | 21.64 | 30.81 | 19.20 | 17.96 | 34.79 | 29.37 | 37.99 | 16.18 | 23.18 | 10.19 | 16.44 | 17.17 | 15.62 | 12.82 | 15.20 | 25.39 | 18.76 | 21.94 | 35.93 | 16.26 | 12.73 | 11.46 | 13.21 | 19.41 | 27.09 | 27.33 | 31.18 | 24.27 | 26.39 | 21.19 | 15.92 | 14.97 | 14.12 | 14.62 | 18.32 | 19.15 | 19.99 | 15.78 | 33.67 |
| Draw Down(%) | NA | 24.11 | 24.11 | 52.64 | 52.64 | NA | NA | 63.00 | 24.11 | 14.16 | 10.90 | 39.81 | 26.02 | 31.29 | 10.20 | 23.18 | 3.49 | 17.30 | 13.46 | 11.31 | 6.64 | 12.40 | 18.75 | 16.56 | 15.97 | 45.03 | 9.37 | 15.55 | 8.41 | 12.24 | 13.73 | 36.77 | 39.39 | 32.81 | 13.23 | 29.34 | 11.80 | 14.92 | 8.94 | 14.18 | 9.86 | 13.41 | 11.74 | 27.23 | 16.98 | 3.51 |
| Yield(%) | 0.00 | 10.51 | 6.06 | 2.84 | 6.44 | 10.22 | 8.33 | 16.44 | 0.00 | 13.07 | 0.00 | 0.00 | 0.00 | 0.00 | 10.85 | 9.62 | 14.02 | 5.98 | 7.11 | 6.78 | 4.08 | 0.45 | 0.12 | 0.23 | 0.36 | 0.42 | 0.37 | 0.21 | 0.24 | 0.42 | 0.23 | 0.13 | 0.11 | 12.26 | 12.24 | 7.88 | 18.92 | 3.87 | 0.16 | 0.23 | 0.22 | 0.12 | 0.39 | 1.13 | 1.89 | 1.55 |
Data as of 06/26/2025, AR inception is 12/23/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACAX (HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) |
-25.70%
Mar 2000 - Mar 2003 |
-10.76%
Mar 2000 - Mar 2005 |
-4.20%
Aug 2000 - Aug 2010 |
2.54%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACAX (HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) |
44.36%
Mar 1997 - Mar 2000 |
34.40%
Mar 1995 - Mar 2000 |
21.37%
Aug 1990 - Aug 2000 |
15.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart