Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HISVX (HARBOR SMALL CAP VALUE FUND INVESTOR CLASS) | -5.49% | -4.00% | 0.16% | 5.31% | 5.79% | 8.48% | 5.70% | 8.64% |
Data as of 08/01/2025, AR inception is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HISVX (HARBOR SMALL CAP VALUE FUND INVESTOR CLASS) | 11/06/2002 | 08/01/2025 |
| 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 (%) | -3.35 | -4.00 | 0.16 | 5.31 | 5.79 | 8.48 | 5.70 | 8.64 | -5.49 | 10.20 | 7.67 | -16.01 | 7.68 | 12.71 | 28.50 | -16.46 | 21.19 | 23.04 | -4.05 | 7.46 | 35.15 | 13.66 | 2.07 | 19.83 | 23.40 | -33.16 | -1.82 | 10.24 | 9.89 | 22.99 | 45.59 | -0.87 |
| Sharpe Ratio | NA | -0.30 | -0.15 | 0.16 | 0.18 | NA | NA | 0.31 | -0.48 | 0.19 | 0.18 | -0.66 | 0.36 | 0.27 | 1.61 | -0.98 | 1.83 | 1.39 | -0.26 | 0.54 | 2.54 | 0.88 | 0.07 | 0.89 | 0.65 | -0.75 | -0.25 | 0.47 | 0.56 | 1.57 | 2.82 | -0.40 |
| Standard Deviation(%) | NA | 23.81 | 21.75 | 22.30 | 23.41 | NA | NA | 23.17 | 25.62 | 18.95 | 19.16 | 26.34 | 21.28 | 45.55 | 16.78 | 18.28 | 11.28 | 16.38 | 15.40 | 13.85 | 13.82 | 15.68 | 29.74 | 22.12 | 36.06 | 45.33 | 19.18 | 14.91 | 13.87 | 14.02 | 15.93 | 16.76 |
| Draw Down(%) | NA | 28.44 | 28.44 | 29.13 | 42.19 | NA | NA | 59.15 | 25.75 | 9.88 | 15.65 | 20.39 | 14.98 | 42.19 | 10.39 | 26.57 | 5.82 | 12.29 | 15.52 | 10.08 | 5.41 | 12.52 | 26.02 | 19.03 | 36.18 | 52.31 | 12.75 | 13.38 | 11.17 | 8.64 | 12.38 | 4.76 |
| Yield(%) | 0.00 | 0.27 | 0.21 | 0.20 | 1.98 | 4.30 | 3.08 | 5.73 | 0.00 | 0.30 | 0.39 | 0.00 | 0.00 | 0.15 | 1.35 | 8.24 | 2.30 | 0.06 | 3.43 | 3.66 | 19.49 | 1.96 | 0.00 | 0.02 | 0.13 | 0.19 | 5.28 | 2.43 | 1.71 | 0.63 | 0.00 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| HISVX (HARBOR SMALL CAP VALUE FUND INVESTOR CLASS) |
-20.24%
Feb 2006 - Feb 2009 |
-6.90%
Feb 2004 - Feb 2009 |
4.14%
Jan 2006 - Jan 2016 |
5.00%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HISVX (HARBOR SMALL CAP VALUE FUND INVESTOR CLASS) |
30.93%
Mar 2003 - Mar 2006 |
25.65%
Feb 2009 - Feb 2014 |
16.61%
Feb 2009 - Feb 2019 |
12.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart