Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) | 5.60% | 7.97% | 12.65% | 16.36% | NA | NA | NA | 9.43% |
Data as of 07/25/2025, AR inception is 03/02/2016
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) | 03/02/2016 | 07/25/2025 |
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 (%) | 1.42 | 7.97 | 12.65 | 16.36 | NA | NA | NA | 9.43 | 5.60 | 12.22 | 16.53 | -5.59 | 30.06 | -3.70 | 23.13 | -17.76 | 12.04 | 21.44 |
Sharpe Ratio | NA | 0.17 | 0.54 | 0.72 | NA | NA | NA | 0.33 | 0.20 | 0.59 | 0.75 | -0.29 | 1.59 | -0.08 | 1.37 | -1.18 | 1.17 | 1.80 |
Standard Deviation(%) | NA | 20.02 | 18.73 | 19.97 | NA | NA | NA | 22.45 | 23.01 | 14.50 | 17.27 | 24.36 | 18.88 | 46.89 | 15.80 | 16.31 | 9.73 | 14.38 |
Draw Down(%) | NA | 20.99 | 20.99 | 20.99 | NA | NA | NA | 51.30 | 18.57 | 8.49 | 14.29 | 20.38 | 10.14 | 49.28 | 11.51 | 26.91 | 6.27 | 7.95 |
Yield(%) | 0.00 | 5.67 | 7.32 | 7.33 | 5.28 | 3.52 | 2.64 | 5.87 | 0.00 | 6.21 | 7.93 | 7.20 | 1.76 | 2.29 | 3.80 | 6.41 | 4.17 | 3.66 |
Data as of 07/25/2025, 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 |
---|---|---|---|---|
HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) |
-12.79%
Mar 2017 - Mar 2020 |
2.14%
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 |
---|---|---|---|---|
HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) |
25.57%
Mar 2020 - Mar 2023 |
20.11%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart