Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIMVX (HARBOR MID CAP VALUE FUND INVESTOR CLASS) | 16.10% | 35.57% | 20.57% | 8.80% | 9.34% | 10.19% | 8.14% | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIMVX (HARBOR MID 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 (%) | 0.66 | 35.57 | 20.57 | 8.80 | 9.34 | 10.19 | 8.14 | … | … | 16.10 | 15.59 | 11.74 | 15.95 | -11.70 | 29.52 | -4.10 | 22.49 | -18.11 | 11.55 | 18.54 | -6.00 | 13.77 | 43.57 | 18.67 | -4.12 | 20.23 | 39.45 | -37.30 | -6.89 | 15.50 | 9.89 | 15.38 | 22.03 | -1.59 |
| Sharpe Ratio | NA | 2.34 | 1.07 | 0.34 | 0.35 | NA | NA | … | … | 2.89 | 0.67 | 0.56 | 0.72 | -0.52 | 1.56 | -0.09 | 1.35 | -1.20 | 1.11 | 1.14 | -0.41 | 1.18 | 3.39 | 1.26 | -0.15 | 0.95 | 1.14 | -0.87 | -0.57 | 1.08 | 0.62 | 1.21 | 1.26 | -0.46 |
| Standard Deviation(%) | NA | 13.44 | 16.37 | 18.92 | 22.12 | NA | NA | … | … | 13.60 | 19.16 | 14.50 | 17.27 | 25.43 | 18.87 | 46.90 | 15.59 | 16.31 | 9.82 | 16.10 | 14.85 | 11.61 | 12.84 | 14.89 | 28.43 | 21.19 | 34.43 | 44.06 | 17.70 | 11.23 | 12.32 | 11.89 | 16.88 | 24.22 |
| Draw Down(%) | NA | 6.89 | 21.15 | 21.15 | 51.75 | NA | NA | … | … | 6.89 | 18.66 | 8.53 | 14.33 | 20.60 | 10.17 | 49.26 | 11.60 | 27.19 | 6.45 | 12.61 | 13.36 | 9.37 | 5.29 | 12.53 | 28.36 | 18.32 | 34.93 | 53.56 | 19.72 | 7.76 | 7.74 | 9.32 | 15.98 | 6.63 |
| Yield(%) | 0.00 | 8.92 | 7.96 | 4.48 | 4.91 | 6.05 | 5.01 | … | … | 0.00 | 8.85 | 5.67 | 7.39 | 1.17 | 1.19 | 1.82 | 3.21 | 5.92 | 3.59 | 3.14 | 2.69 | 1.49 | 1.25 | 2.07 | 0.79 | 0.92 | 1.55 | 2.43 | 4.40 | 3.79 | 3.62 | 9.44 | 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 |
|---|---|---|---|---|
| HIMVX (HARBOR MID CAP VALUE FUND INVESTOR CLASS) |
-19.97%
Feb 2006 – Feb 2009 |
-8.20%
Feb 2004 – Feb 2009 |
4.38%
Mar 2010 – Mar 2020 |
3.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMVX (HARBOR MID CAP VALUE FUND INVESTOR CLASS) |
31.43%
Feb 2009 – Feb 2012 |
28.71%
Feb 2009 – Feb 2014 |
16.55%
Feb 2009 – Feb 2019 |
13.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart