Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) | 6.57% | 12.90% | 25.90% | 14.17% | 15.27% | 16.46% | 12.14% | 12.42% |
Data as of 07/02/2025, AR inception is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCAIX (HARBOR CAPITAL APPRECIATION FUND INVESTOR CLASS) | 11/06/2002 | 07/02/2025 |
| 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 (%) | 1.91 | 12.90 | 25.90 | 14.17 | 15.27 | 16.46 | 12.14 | 12.42 | 6.57 | 16.25 | 53.20 | -37.94 | -4.87 | 36.18 | 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 | 0.41 | 0.95 | 0.52 | 0.58 | NA | NA | 0.51 | 0.38 | 0.44 | 2.75 | -1.13 | -0.16 | 0.94 | 1.95 | -0.13 | 3.51 | -0.10 | 0.61 | 0.62 | 2.90 | 1.01 | 0.01 | 0.59 | 1.88 | -1.06 | 0.55 | -0.11 | 0.99 | 0.60 | 1.50 | -1.78 |
| Standard Deviation(%) | NA | 25.82 | 22.98 | 25.30 | 23.60 | NA | NA | 21.29 | 30.34 | 21.95 | 17.96 | 34.80 | 30.23 | 38.15 | 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 | 24.14 | 24.14 | 43.75 | 43.75 | NA | NA | 47.46 | 24.14 | 14.69 | 10.98 | 40.01 | 26.98 | 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 | 11.33 | 6.67 | 10.12 | 11.62 | 17.96 | 13.54 | 16.32 | 0.00 | 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 07/02/2025, AR inception 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