Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) | 10.02% | 19.46% | 11.50% | 2.60% | 4.63% | NA | NA | 5.00% |
Data as of 07/18/2025, AR inception is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) | 05/06/2011 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 19.46 | 11.50 | 2.60 | 4.63 | NA | NA | 5.00 | 10.02 | 12.92 | 10.66 | -15.27 | -10.16 | 20.99 | 14.28 | -0.28 | 8.30 | 5.14 | -0.05 | 2.60 | 12.22 | 10.58 | -5.32 |
| Sharpe Ratio | NA | 1.20 | 0.73 | 0.03 | 0.27 | NA | NA | 0.38 | 0.95 | 0.74 | 0.75 | -1.29 | -0.59 | 1.14 | 1.65 | -0.17 | 1.69 | 0.77 | -0.01 | 0.32 | 3.22 | 2.55 | -1.26 |
| Standard Deviation(%) | NA | 11.32 | 9.86 | 12.73 | 11.20 | NA | NA | 9.89 | 12.83 | 8.50 | 8.56 | 12.99 | 17.13 | 18.13 | 7.81 | 9.32 | 4.56 | 6.42 | 5.55 | 8.02 | 3.78 | 4.16 | 6.37 |
| Draw Down(%) | NA | 11.12 | 11.12 | 32.68 | 32.68 | NA | NA | 32.68 | 10.81 | 5.01 | 9.49 | 18.80 | 19.09 | 21.75 | 3.99 | 10.56 | 2.32 | 7.72 | 6.37 | 6.51 | 3.19 | 4.38 | 8.92 |
| Yield(%) | 0.00 | 2.66 | 2.99 | 1.70 | 3.10 | 3.22 | 2.42 | 3.45 | 0.51 | 3.89 | 3.52 | 0.67 | 0.39 | 1.09 | 0.69 | 6.35 | 10.71 | 1.16 | 4.16 | 5.93 | 3.13 | 2.88 | 1.28 |
Data as of 07/18/2025, AR inception is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) |
-8.55%
Nov 2020 - Nov 2023 |
0.06%
Sep 2018 - Sep 2023 |
2.07%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) |
12.72%
Nov 2017 - Nov 2020 |
11.56%
Feb 2016 - Feb 2021 |
7.67%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart