Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HILVX (HARBOR LARGE CAP VALUE FUND INVESTOR CLASS) | 0.55% | 8.67% | 11.11% | 4.04% | 9.63% | 10.65% | 8.11% | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HILVX (HARBOR LARGE CAP VALUE 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 (%) | -0.40 | 8.67 | 11.11 | 4.04 | 9.63 | 10.65 | 8.11 | … | … | 0.55 | 10.71 | 7.06 | 19.28 | -18.40 | 21.28 | 11.02 | 32.38 | -9.39 | 21.86 | 16.70 | 2.21 | 10.44 | 29.67 | 20.74 | -0.26 | 8.18 | 16.85 | -33.43 | 5.57 | 15.63 | 4.99 | 14.29 | 27.28 | -4.71 |
| Sharpe Ratio | NA | 0.62 | 0.63 | 0.10 | 0.44 | NA | NA | … | … | -0.01 | 0.47 | 0.29 | 1.13 | -0.85 | 1.47 | 0.29 | 2.46 | -0.64 | 2.68 | 1.11 | 0.14 | 0.88 | 2.45 | 1.50 | -0.01 | 0.47 | 0.63 | -0.90 | 0.16 | 1.31 | 0.27 | 1.31 | 1.68 | -1.41 |
| Standard Deviation(%) | NA | 11.50 | 13.86 | 16.32 | 18.33 | NA | NA | … | … | 12.02 | 16.73 | 12.00 | 13.91 | 23.31 | 14.41 | 36.50 | 12.58 | 16.79 | 7.94 | 14.79 | 15.99 | 11.89 | 12.11 | 13.90 | 23.14 | 17.24 | 26.65 | 37.99 | 15.51 | 9.35 | 9.97 | 10.17 | 15.77 | 20.55 |
| Draw Down(%) | NA | 8.91 | 17.73 | 25.68 | 35.72 | NA | NA | … | … | 8.91 | 15.24 | 7.96 | 11.16 | 23.68 | 7.23 | 35.72 | 6.37 | 21.60 | 2.91 | 11.24 | 12.10 | 9.41 | 6.96 | 11.53 | 19.60 | 15.85 | 28.23 | 45.22 | 9.31 | 6.85 | 6.35 | 6.21 | 13.82 | 6.79 |
| Yield(%) | 0.00 | 18.48 | 11.09 | 6.09 | 6.87 | 8.62 | 6.27 | … | … | 0.00 | 19.32 | 7.32 | 4.22 | 0.72 | 0.45 | 0.40 | 0.67 | 2.05 | 3.70 | 4.65 | 5.19 | 7.81 | 0.86 | 2.10 | 1.17 | 1.19 | 1.44 | 1.07 | 56.05 | 2.42 | 0.70 | 0.59 | 0.53 | 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 |
|---|---|---|---|---|
| HILVX (HARBOR LARGE CAP VALUE FUND INVESTOR CLASS) |
-13.49%
Feb 2006 – Feb 2009 |
-5.47%
Feb 2004 – Feb 2009 |
5.44%
Feb 2006 – Feb 2016 |
6.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HILVX (HARBOR LARGE CAP VALUE FUND INVESTOR CLASS) |
22.75%
Sep 2011 – Sep 2014 |
20.33%
Feb 2009 – Feb 2014 |
15.71%
Sep 2011 – Sep 2021 |
13.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart