Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAMVX (HARBOR MID CAP VALUE FUND INSTITUTIONAL CLASS) | 16.29% | 36.06% | 21.02% | 9.19% | 9.73% | 10.59% | 8.54% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAMVX (HARBOR MID CAP VALUE FUND INSTITUTIONAL CLASS) | 03/26/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.66 | 36.06 | 21.02 | 9.19 | 9.73 | 10.59 | 8.54 | … | … | 16.29 | 16.00 | 12.10 | 16.42 | -11.38 | 29.93 | -3.72 | 22.93 | -17.82 | 11.96 | 18.99 | -5.62 | 14.15 | 44.07 | 19.16 | -3.76 | 20.58 | 39.97 | -37.05 | -6.51 | 15.91 | 10.44 | 15.46 | 22.17 | -16.87 |
| Sharpe Ratio | NA | 2.37 | 1.10 | 0.36 | 0.37 | NA | NA | … | … | 2.92 | 0.69 | 0.58 | 0.75 | -0.51 | 1.58 | -0.08 | 1.36 | -1.18 | 1.16 | 1.16 | -0.38 | 1.21 | 3.43 | 1.29 | -0.13 | 0.97 | 1.16 | -0.86 | -0.55 | 1.12 | 0.67 | 1.22 | 1.27 | -0.80 |
| Standard Deviation(%) | NA | 13.46 | 16.39 | 18.94 | 22.13 | NA | NA | … | … | 13.63 | 19.19 | 14.50 | 17.28 | 25.42 | 18.88 | 46.90 | 15.77 | 16.30 | 9.77 | 16.13 | 14.80 | 11.65 | 12.85 | 14.93 | 28.45 | 21.19 | 34.42 | 44.10 | 17.62 | 11.22 | 12.24 | 11.90 | 16.87 | 28.20 |
| Draw Down(%) | NA | 6.84 | 21.04 | 21.04 | 51.41 | NA | NA | … | … | 6.84 | 18.62 | 8.49 | 14.31 | 20.41 | 10.14 | 49.27 | 11.51 | 26.96 | 6.31 | 12.59 | 13.19 | 9.30 | 5.29 | 12.47 | 28.28 | 18.33 | 34.89 | 53.39 | 19.52 | 7.75 | 7.65 | 9.32 | 15.98 | 35.08 |
| Yield(%) | 0.00 | 9.34 | 8.42 | 4.85 | 5.38 | 6.70 | 5.56 | … | … | 0.00 | 9.28 | 6.10 | 7.83 | 1.53 | 1.65 | 2.21 | 3.68 | 6.34 | 4.10 | 3.56 | 3.01 | 1.77 | 1.48 | 2.50 | 1.22 | 1.23 | 1.95 | 2.84 | 4.90 | 4.03 | 4.15 | 9.53 | 0.13 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAMVX (HARBOR MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-19.65%
Feb 2006 – Feb 2009 |
-7.87%
Feb 2004 – Feb 2009 |
3.84%
May 2002 – May 2012 |
4.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAMVX (HARBOR MID CAP VALUE FUND INSTITUTIONAL CLASS) |
31.86%
Feb 2009 – Feb 2012 |
29.16%
Feb 2009 – Feb 2014 |
16.97%
Feb 2009 – Feb 2019 |
13.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart