Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HICSX (HARBOR CONVERTIBLE SECURITIES FUND INVESTOR CLASS) | 22.31% | 41.75% | 21.05% | 6.19% | 7.63% | 6.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HICSX (HARBOR CONVERTIBLE SECURITIES FUND INVESTOR CLASS) | 05/06/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 41.75 | 21.05 | 6.19 | 7.63 | 6.37 | NA | … | … | 22.31 | 19.34 | 12.36 | 10.36 | -15.55 | -10.53 | 20.42 | 14.10 | -0.65 | 7.92 | 4.78 | -0.42 | 2.22 | 11.83 | 10.09 | -5.47 |
| Sharpe Ratio | NA | 2.71 | 1.56 | 0.26 | 0.50 | NA | NA | … | … | 3.30 | 1.31 | 1.01 | 0.79 | -1.32 | -0.61 | 1.11 | 1.61 | -0.22 | 1.57 | 0.71 | -0.08 | 0.28 | 3.14 | 2.45 | -1.30 |
| Standard Deviation(%) | NA | 14.19 | 11.54 | 12.89 | 11.89 | NA | NA | … | … | 16.99 | 12.83 | 8.64 | 8.59 | 12.91 | 17.19 | 18.08 | 7.84 | 9.33 | 4.64 | 6.43 | 5.62 | 7.96 | 3.75 | 4.13 | 6.36 |
| Draw Down(%) | NA | 6.92 | 11.24 | 31.65 | 33.10 | NA | NA | … | … | 6.92 | 10.84 | 5.12 | 9.60 | 19.01 | 19.38 | 21.72 | 4.11 | 10.66 | 2.33 | 7.82 | 6.63 | 6.70 | 3.10 | 4.37 | 8.98 |
| Yield(%) | 0.00 | 1.81 | 2.90 | 1.50 | 2.82 | 3.05 | 2.28 | … | … | 0.00 | 2.29 | 3.53 | 3.11 | 0.37 | 0.18 | 0.74 | 0.39 | 5.97 | 10.34 | 0.91 | 3.79 | 5.55 | 2.75 | 2.51 | 1.13 |
Data as of 06/03/2026, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICSX (HARBOR CONVERTIBLE SECURITIES FUND INVESTOR CLASS) |
-8.89%
Nov 2020 – Nov 2023 |
-0.28%
Sep 2018 – Sep 2023 |
1.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICSX (HARBOR CONVERTIBLE SECURITIES FUND INVESTOR CLASS) |
21.22%
May 2023 – May 2026 |
11.19%
Feb 2016 – Feb 2021 |
7.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart