Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAVLX (HARBOR LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 1.43% | 9.79% | 11.77% | 4.46% | 10.10% | 11.12% | 8.55% | … | … |
Data as of 06/04/2026, Common starting date is 03/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAVLX (HARBOR LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 03/29/1988 | 06/04/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 9.79 | 11.77 | 4.46 | 10.10 | 11.12 | 8.55 | … | … | 1.43 | 11.08 | 7.50 | 19.70 | -18.14 | 21.65 | 11.39 | 32.85 | -8.98 | 22.33 | 17.15 | 2.63 | 10.88 | 30.11 | 21.34 | 0.12 | 8.48 | 17.46 | -33.33 | 6.05 | 16.14 | 5.39 | 14.77 | 27.87 | -20.71 | 4.13 | 7.22 | 7.58 | 7.08 | 31.20 | 20.02 | 24.31 | -7.50 | 0.15 | 6.31 | 18.11 | -8.97 | 22.34 | 11.26 |
| Sharpe Ratio | NA | 0.64 | 0.66 | 0.12 | 0.46 | NA | NA | … | … | -0.01 | 0.49 | 0.32 | 1.16 | -0.84 | 1.50 | 0.30 | 2.49 | -0.62 | 2.73 | 1.15 | 0.16 | 0.92 | 2.50 | 1.53 | 0.00 | 0.48 | 0.65 | -0.90 | 0.19 | 1.36 | 0.31 | 1.34 | 1.72 | -0.87 | 0.09 | 0.16 | 0.26 | 0.21 | 2.10 | 1.87 | 1.97 | -0.89 | -0.17 | 0.45 | 1.07 | -0.95 | 1.18 | 0.69 |
| Standard Deviation(%) | NA | 11.47 | 13.85 | 16.31 | 18.33 | NA | NA | … | … | 11.98 | 16.71 | 12.01 | 13.91 | 23.30 | 14.42 | 36.47 | 12.62 | 16.83 | 7.97 | 14.70 | 15.98 | 11.84 | 12.04 | 14.02 | 23.21 | 17.38 | 26.59 | 38.03 | 15.52 | 9.38 | 10.06 | 10.27 | 15.82 | 25.15 | 19.25 | 19.32 | 16.13 | 16.86 | 13.07 | 8.66 | 10.32 | 11.92 | 11.91 | 8.47 | 13.16 | 15.21 | 13.86 | 14.35 |
| Draw Down(%) | NA | 8.83 | 17.63 | 25.45 | 35.69 | NA | NA | … | … | 8.83 | 15.19 | 7.94 | 11.07 | 23.46 | 7.22 | 35.69 | 6.37 | 21.36 | 2.87 | 11.17 | 12.05 | 9.33 | 6.91 | 11.61 | 19.40 | 15.80 | 28.25 | 45.10 | 9.27 | 6.82 | 6.33 | 6.19 | 13.75 | 34.78 | 20.17 | 15.28 | 15.58 | 22.10 | 7.81 | 6.79 | 8.38 | 12.44 | 8.07 | 5.49 | 7.00 | 21.44 | 10.77 | 5.97 |
| Yield(%) | 0.00 | 19.01 | 11.60 | 6.48 | 7.50 | 9.44 | 6.59 | … | … | 0.00 | 19.98 | 7.81 | 4.67 | 1.05 | 0.89 | 0.83 | 1.16 | 2.49 | 4.18 | 5.03 | 5.59 | 8.21 | 1.44 | 2.46 | 1.68 | 1.56 | 1.86 | 2.03 | 56.49 | 2.80 | 0.99 | 1.00 | 0.81 | 0.72 | 1.46 | 3.49 | 12.74 | 12.52 | 27.59 | 16.64 | 3.42 | 2.72 | 2.39 | 2.87 | 4.08 | 3.89 | 4.58 | 3.40 |
Data as of 06/04/2026, Common starting date is 03/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVLX (HARBOR LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
-13.16%
Feb 2006 – Feb 2009 |
-5.10%
Feb 2004 – Feb 2009 |
-0.20%
Feb 1999 – Feb 2009 |
4.23%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVLX (HARBOR LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
25.86%
Mar 1995 – Mar 1998 |
20.80%
Feb 2009 – Feb 2014 |
16.14%
Sep 2011 – Sep 2021 |
13.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart