Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNLVX (HARBOR LARGE CAP VALUE FUND RETIREMENT CLASS) | 6.62% | 4.96% | 12.67% | 11.91% | NA | NA | NA | 12.90% |
Data as of 07/18/2025, AR inception is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNLVX (HARBOR LARGE CAP VALUE FUND RETIREMENT CLASS) | 03/02/2016 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.96 | 12.67 | 11.91 | NA | NA | NA | 12.90 | 6.62 | 7.55 | 19.86 | -14.95 | 25.07 | 14.49 | 33.03 | -8.95 | 22.39 | 20.07 |
| Sharpe Ratio | NA | 0.20 | 0.56 | 0.63 | NA | NA | NA | 0.59 | 0.51 | 0.33 | 1.18 | -0.72 | 1.81 | 0.39 | 2.50 | -0.62 | 2.76 | 1.94 |
| Standard Deviation(%) | NA | 17.39 | 16.34 | 16.70 | NA | NA | NA | 18.58 | 20.53 | 11.99 | 13.88 | 22.84 | 13.86 | 36.41 | 12.61 | 16.79 | 7.92 | 12.50 |
| Draw Down(%) | NA | 17.60 | 17.60 | 23.44 | NA | NA | NA | 35.69 | 15.18 | 7.94 | 11.09 | 23.44 | 5.61 | 35.69 | 6.37 | 21.27 | 2.80 | 6.71 |
| Yield(%) | 0.00 | 7.15 | 6.27 | 6.14 | 6.18 | 4.12 | 3.09 | 6.87 | 0.49 | 7.91 | 4.76 | 4.23 | 4.17 | 3.88 | 1.25 | 2.56 | 4.27 | 5.13 |
Data as of 07/18/2025, AR inception is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNLVX (HARBOR LARGE CAP VALUE FUND RETIREMENT CLASS) |
1.87%
Mar 2017 - Mar 2020 |
7.19%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNLVX (HARBOR LARGE CAP VALUE FUND RETIREMENT CLASS) |
23.96%
Dec 2018 - Dec 2021 |
17.08%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart