Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | -0.80% | 5.61% | 5.62% | 8.40% | 6.59% | 9.54% | 6.54% | 8.86% |
Data as of 07/10/2025, AR inception is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 02/25/2002 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.61 | 5.62 | 8.40 | 6.59 | 9.54 | 6.54 | 8.86 | -0.80 | 10.24 | 8.29 | -15.50 | 8.26 | 13.15 | 28.97 | -16.16 | 21.61 | 23.48 | -3.71 | 7.94 | 35.60 | 14.16 | 2.38 | 20.36 | 23.78 | -32.89 | -1.44 | 10.66 | 10.51 | 23.58 | 45.69 | -1.54 |
| Sharpe Ratio | NA | 0.13 | 0.11 | 0.28 | 0.22 | NA | NA | 0.33 | -0.21 | 0.19 | 0.21 | -0.64 | 0.39 | 0.28 | 1.65 | -0.96 | 1.87 | 1.42 | -0.24 | 0.57 | 2.57 | 0.91 | 0.08 | 0.92 | 0.66 | -0.74 | -0.23 | 0.50 | 0.60 | 1.62 | 2.82 | -0.13 |
| Standard Deviation(%) | NA | 22.51 | 21.15 | 21.99 | 23.19 | NA | NA | 23.14 | 23.21 | 18.95 | 19.22 | 26.29 | 21.25 | 45.54 | 16.75 | 18.27 | 11.26 | 16.41 | 15.43 | 13.83 | 13.85 | 15.60 | 29.75 | 22.11 | 36.08 | 45.27 | 19.20 | 14.94 | 13.89 | 13.97 | 15.94 | 23.24 |
| Draw Down(%) | NA | 28.34 | 28.34 | 28.34 | 42.15 | NA | NA | 58.91 | 25.70 | 9.84 | 15.43 | 20.17 | 14.81 | 42.15 | 10.37 | 26.47 | 5.80 | 12.29 | 15.43 | 9.93 | 5.41 | 12.48 | 25.98 | 18.90 | 36.20 | 52.23 | 12.71 | 13.34 | 11.08 | 8.61 | 12.38 | 27.29 |
| Yield(%) | 0.00 | 0.66 | 0.60 | 0.60 | 2.30 | 4.95 | 3.54 | 6.13 | 0.00 | 0.69 | 0.74 | 0.28 | 0.11 | 0.49 | 1.79 | 8.38 | 2.35 | 0.46 | 3.71 | 3.83 | 19.46 | 2.37 | 0.27 | 0.46 | 0.52 | 0.46 | 5.67 | 2.51 | 1.97 | 0.63 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-19.93%
Feb 2006 - Feb 2009 |
-6.49%
Feb 2004 - Feb 2009 |
4.54%
Jan 2006 - Jan 2016 |
5.41%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
31.46%
Mar 2003 - Mar 2006 |
26.11%
Feb 2009 - Feb 2014 |
17.04%
Feb 2009 - Feb 2019 |
12.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart