Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMCLX (Harbor Mid Cap Fund Institutional Class) | 2.26% | 3.32% | 8.86% | 10.81% | NA | NA | NA | 10.24% |
Data as of 07/14/2025, AR inception is 12/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCLX (Harbor Mid Cap Fund Institutional Class) | 12/03/2019 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 3.32 | 8.86 | 10.81 | NA | NA | NA | 10.24 | 2.26 | 7.30 | 16.84 | -17.17 | 24.56 | 18.87 | 3.55 |
| Sharpe Ratio | NA | 0.08 | 0.27 | 0.50 | NA | NA | NA | 0.32 | 0.04 | 0.28 | 0.87 | -0.80 | 1.61 | 0.50 | 8.89 |
| Standard Deviation(%) | NA | 19.16 | 17.46 | 17.80 | NA | NA | NA | 22.56 | 22.56 | 13.01 | 15.29 | 23.28 | 15.24 | 37.44 | 6.50 |
| Draw Down(%) | NA | 20.83 | 20.83 | 23.62 | NA | NA | NA | 38.16 | 19.22 | 7.80 | 12.73 | 23.62 | 5.84 | 38.16 | 0.59 |
| Yield(%) | 0.00 | 0.68 | 2.22 | 2.36 | 1.16 | 0.77 | 0.58 | 2.31 | 0.00 | 0.73 | 2.73 | 2.65 | 2.52 | 0.22 | 0.05 |
Data as of 07/14/2025, AR inception is 12/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCLX (Harbor Mid Cap Fund Institutional Class) |
1.26%
Dec 2021 - Dec 2024 |
9.96%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCLX (Harbor Mid Cap Fund Institutional Class) |
19.13%
Mar 2020 - Mar 2023 |
14.38%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart