Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HARRX (HARBOR REAL RETURN FUND INSTITUTIONAL CLASS) | NA | 7.55% | 3.58% | 2.25% | 2.99% | NA | NA | 3.69% |
Data as of 12/19/2019, AR inception is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARRX (HARBOR REAL RETURN FUND INSTITUTIONAL CLASS) | 12/05/2005 | 12/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.55 | 3.58 | 2.25 | 2.99 | NA | NA | 3.69 | 7.67 | -2.13 | 3.86 | 5.00 | -2.43 | 2.16 | -9.20 | 8.44 | 11.34 | 7.25 | 15.02 | -4.13 | 11.40 | -0.18 | 0.60 |
| Sharpe Ratio | NA | 1.86 | 0.74 | 0.37 | 0.40 | NA | NA | 0.44 | 1.99 | -1.09 | 0.91 | 1.04 | -0.45 | 0.21 | -1.48 | 1.86 | 1.84 | 0.93 | 1.68 | -0.47 | 1.55 | -0.73 | 1.71 |
| Standard Deviation(%) | NA | 3.29 | 3.34 | 4.11 | 5.91 | NA | NA | 6.48 | 3.26 | 3.17 | 3.58 | 4.57 | 5.45 | 10.12 | 6.26 | 4.54 | 6.16 | 7.73 | 8.87 | 10.64 | 5.43 | 4.78 | 3.52 |
| Draw Down(%) | NA | 1.57 | 3.28 | 6.55 | 11.80 | NA | NA | 17.26 | 1.57 | 3.28 | 2.01 | 4.10 | 6.55 | 7.11 | 11.80 | 2.11 | 3.47 | 6.03 | 3.70 | 17.26 | 3.83 | 3.85 | 0.40 |
| Yield(%) | 0.00 | 0.73 | 2.68 | 2.04 | 3.78 | 3.84 | 2.88 | 4.11 | 0.73 | 3.59 | 3.28 | 0.37 | 2.29 | 6.92 | 3.83 | 4.05 | 8.13 | 5.15 | 3.00 | 7.12 | 5.20 | 3.88 | 0.00 |
Data as of 12/19/2019, AR inception is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARRX (HARBOR REAL RETURN FUND INSTITUTIONAL CLASS) |
-3.27%
Dec 2012 - Dec 2015 |
-0.62%
Apr 2013 - Apr 2018 |
2.77%
Mar 2008 - Mar 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARRX (HARBOR REAL RETURN FUND INSTITUTIONAL CLASS) |
13.36%
Nov 2008 - Nov 2011 |
8.71%
May 2007 - May 2012 |
4.44%
Jun 2006 - Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart