Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBFRX (Harbor Bond Fund - Retirement Class) | 2.86% | 5.18% | 2.89% | -0.01% | NA | NA | NA | 2.31% |
Data as of 07/03/2025, AR inception is 06/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBFRX (Harbor Bond Fund - Retirement Class) | 06/01/2018 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 5.18 | 2.89 | -0.01 | NA | NA | NA | 2.31 | 2.86 | 2.74 | 6.78 | -13.03 | -0.56 | 8.99 | 8.53 | 1.65 |
| Sharpe Ratio | NA | 0.39 | -0.06 | -0.37 | NA | NA | NA | 0.09 | 0.53 | -0.17 | 0.45 | -2.03 | -0.18 | 1.63 | 1.82 | 0.48 |
| Standard Deviation(%) | NA | 5.05 | 6.30 | 5.56 | NA | NA | NA | 5.32 | 5.13 | 5.34 | 7.00 | 7.13 | 3.26 | 5.34 | 3.87 | 2.76 |
| Draw Down(%) | NA | 4.54 | 9.25 | 17.64 | NA | NA | NA | 17.64 | 2.63 | 3.77 | 6.77 | 16.66 | 3.09 | 8.66 | 2.24 | 1.69 |
| Yield(%) | 0.00 | 3.92 | 3.96 | 3.32 | 2.56 | 1.71 | 1.28 | 3.65 | 1.36 | 4.46 | 4.38 | 2.93 | 3.09 | 3.52 | 3.44 | 2.95 |
Data as of 07/03/2025, AR inception is 06/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBFRX (Harbor Bond Fund - Retirement Class) |
-4.84%
Oct 2020 - Oct 2023 |
0.09%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBFRX (Harbor Bond Fund - Retirement Class) |
6.25%
Jul 2018 - Jul 2021 |
1.78%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart