Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HAOSX (Harbor Overseas Fund Institutional Class) | 22.58% | 23.03% | 18.41% | 13.31% | NA | NA | NA | 11.97% |
Data as of 07/09/2025, AR inception is 03/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAOSX (Harbor Overseas Fund Institutional Class) | 03/07/2019 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 23.03 | 18.41 | 13.31 | NA | NA | NA | 11.97 | 22.58 | 11.43 | 13.74 | -15.23 | 19.15 | 13.33 | 10.82 |
| Sharpe Ratio | NA | 1.12 | 0.90 | 0.72 | NA | NA | NA | 0.53 | 2.31 | 0.60 | 0.79 | -0.81 | 1.43 | 0.48 | 1.09 |
| Standard Deviation(%) | NA | 17.29 | 15.64 | 15.74 | NA | NA | NA | 17.62 | 19.76 | 12.99 | 12.90 | 20.76 | 13.39 | 26.94 | 10.90 |
| Draw Down(%) | NA | 14.48 | 15.10 | 28.75 | NA | NA | NA | 32.05 | 14.48 | 8.27 | 10.25 | 27.17 | 7.64 | 31.92 | 7.65 |
| Yield(%) | 0.00 | 2.66 | 2.80 | 4.65 | 2.66 | 1.78 | 1.33 | 4.44 | 0.00 | 2.98 | 2.27 | 2.09 | 11.23 | 1.49 | 2.66 |
Data as of 07/09/2025, AR inception is 03/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAOSX (Harbor Overseas Fund Institutional Class) |
2.28%
Apr 2021 - Apr 2024 |
7.70%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAOSX (Harbor Overseas Fund Institutional Class) |
17.52%
Jun 2022 - Jun 2025 |
14.64%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart