Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) | 8.25% | 19.37% | 23.62% | 12.01% | 17.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) | 03/02/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 19.37 | 23.62 | 12.01 | 17.72 | NA | NA | … | … | 8.25 | 4.18 | 17.95 | 53.86 | -37.67 | -3.20 | 37.70 | 33.83 | -1.24 | 36.77 | 7.93 |
| Sharpe Ratio | NA | 1.25 | 1.06 | 0.41 | 0.70 | NA | NA | … | … | 1.20 | 0.05 | 0.53 | 2.79 | -1.13 | -0.11 | 0.98 | 2.00 | -0.11 | 3.55 | 0.72 |
| Standard Deviation(%) | NA | 16.34 | 20.30 | 23.75 | 23.34 | NA | NA | … | … | 18.42 | 26.09 | 21.48 | 17.96 | 34.79 | 29.37 | 38.04 | 16.20 | 23.18 | 10.21 | 12.89 |
| Draw Down(%) | NA | 17.94 | 24.10 | 43.46 | 43.46 | NA | NA | … | … | 15.18 | 24.10 | 14.16 | 10.87 | 39.75 | 26.00 | 31.28 | 10.19 | 23.17 | 3.49 | 7.84 |
| Yield(%) | 0.00 | 11.12 | 10.28 | 8.39 | 14.02 | 9.86 | 7.40 | … | … | 0.00 | 11.48 | 13.03 | 0.00 | 0.00 | 18.25 | 16.58 | 11.22 | 9.71 | 14.12 | 6.43 |
Data as of 06/04/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) |
2.39%
Aug 2020 – Aug 2023 |
8.04%
Dec 2017 – Dec 2022 |
17.29%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNACX (HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS) |
33.73%
Dec 2018 – Dec 2021 |
27.29%
Oct 2016 – Oct 2021 |
17.90%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart