Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HISGX (HARBOR SMALL CAP GROWTH FUND INVESTOR CLASS) | 1.87% | 4.23% | 7.20% | -2.08% | 3.09% | 8.20% | 6.34% | 7.97% |
Data as of 07/03/2025, AR inception is 11/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HISGX (HARBOR SMALL CAP GROWTH FUND INVESTOR CLASS) | 11/07/2002 | 07/03/2025 |
| 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 (%) | 1.68 | 4.23 | 7.20 | -2.08 | 3.09 | 8.20 | 6.34 | 7.97 | 1.87 | 4.82 | 21.69 | -30.20 | -20.34 | 26.91 | 41.86 | -11.73 | 24.31 | 5.83 | -1.92 | 8.24 | 44.15 | 14.17 | -8.15 | 31.16 | 39.63 | -40.72 | 13.40 | 10.36 | 5.22 | 10.71 | 43.93 | -2.06 |
| Sharpe Ratio | NA | -0.04 | 0.12 | -0.12 | 0.05 | NA | NA | 0.27 | -0.09 | -0.10 | 0.98 | -0.95 | -0.53 | 0.70 | 2.33 | -0.66 | 2.20 | 0.29 | -0.11 | 0.49 | 3.09 | 0.82 | -0.26 | 1.33 | 1.30 | -1.01 | 0.60 | 0.41 | 0.21 | 0.62 | 2.44 | -0.66 |
| Standard Deviation(%) | NA | 25.51 | 22.90 | 28.09 | 25.62 | NA | NA | 24.01 | 30.17 | 18.32 | 17.87 | 33.42 | 38.75 | 38.06 | 17.38 | 19.74 | 10.82 | 19.17 | 17.86 | 16.73 | 14.29 | 17.38 | 31.43 | 23.35 | 30.44 | 41.02 | 17.52 | 17.36 | 14.70 | 15.77 | 17.74 | 21.79 |
| Draw Down(%) | NA | 31.38 | 31.38 | 52.91 | 52.91 | NA | NA | 54.59 | 25.69 | 13.00 | 17.22 | 32.01 | 34.87 | 38.61 | 7.41 | 29.53 | 5.85 | 19.87 | 18.14 | 12.52 | 6.49 | 14.29 | 32.11 | 17.45 | 24.76 | 52.97 | 10.11 | 18.33 | 10.61 | 17.32 | 11.02 | 6.62 |
| Yield(%) | 0.00 | 0.32 | 0.12 | 0.05 | 4.57 | 8.96 | 6.63 | 9.39 | 0.00 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 5.52 | 21.42 | 12.56 | 0.56 | 12.45 | 16.72 | 18.41 | 5.33 | 7.82 | 4.27 | 0.00 | 1.98 | 15.50 | 9.69 | 8.37 | 6.64 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 11/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HISGX (HARBOR SMALL CAP GROWTH FUND INVESTOR CLASS) |
-16.36%
Feb 2006 - Feb 2009 |
-6.23%
Feb 2004 - Feb 2009 |
1.85%
Mar 2015 - Mar 2025 |
4.82%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HISGX (HARBOR SMALL CAP GROWTH FUND INVESTOR CLASS) |
28.82%
Feb 2009 - Feb 2012 |
26.76%
Feb 2009 - Feb 2014 |
16.67%
Feb 2009 - Feb 2019 |
11.54%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart