Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) | 4.35% | 15.45% | 21.66% | 10.60% | 16.77% | 15.27% | 12.44% | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) | 11/06/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.48 | 15.45 | 21.66 | 10.60 | 16.77 | 15.27 | 12.44 | … | … | 4.35 | 13.55 | 30.08 | 53.20 | -37.94 | 14.88 | 54.14 | 32.94 | -1.67 | 36.16 | -1.43 | 10.48 | 9.69 | 37.14 | 15.27 | 0.22 | 11.20 | 41.39 | -37.36 | 11.83 | 1.91 | 13.51 | 8.92 | 29.89 | -7.34 |
| Sharpe Ratio | NA | 1.22 | 1.04 | 0.39 | 0.67 | NA | NA | … | … | 1.17 | 0.45 | 1.38 | 2.79 | -1.14 | 0.67 | 1.47 | 1.94 | -0.13 | 3.50 | -0.10 | 0.61 | 0.62 | 2.90 | 1.01 | 0.01 | 0.59 | 1.88 | -1.06 | 0.54 | -0.12 | 0.98 | 0.59 | 1.50 | -1.78 |
| Standard Deviation(%) | NA | 16.36 | 20.30 | 23.75 | 23.34 | NA | NA | … | … | 18.42 | 23.72 | 19.20 | 17.96 | 34.80 | 22.19 | 36.56 | 16.19 | 23.19 | 10.18 | 16.45 | 17.16 | 15.62 | 12.82 | 15.19 | 25.39 | 18.75 | 21.93 | 35.94 | 16.28 | 12.71 | 11.47 | 13.38 | 19.40 | 23.27 |
| Draw Down(%) | NA | 18.09 | 24.14 | 43.75 | 43.75 | NA | NA | … | … | 15.26 | 24.14 | 14.18 | 10.98 | 40.01 | 15.21 | 31.31 | 10.23 | 23.25 | 3.51 | 17.32 | 13.49 | 11.34 | 6.68 | 12.46 | 18.79 | 16.61 | 16.01 | 45.21 | 9.39 | 15.73 | 8.54 | 12.42 | 13.79 | 9.39 |
| Yield(%) | 0.00 | 12.37 | 11.17 | 8.86 | 14.28 | 16.16 | 14.99 | … | … | 0.00 | 12.68 | 14.19 | 0.00 | 0.00 | 19.36 | 17.40 | 11.22 | 9.76 | 14.25 | 6.03 | 7.17 | 6.81 | 4.03 | 0.08 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) |
-13.14%
Feb 2006 – Feb 2009 |
-4.50%
Feb 2004 – Feb 2009 |
6.60%
Feb 2006 – Feb 2016 |
8.74%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) |
33.03%
Dec 2018 – Dec 2021 |
26.68%
Oct 2016 – Oct 2021 |
19.80%
Sep 2011 – Sep 2021 |
17.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart