Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNSGX (HARBOR SMALL CAP GROWTH FUND RETIREMENT CLASS) | 0.99% | 3.66% | 7.99% | 7.32% | NA | NA | NA | 12.38% |
Data as of 08/01/2025, AR inception is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNSGX (HARBOR SMALL CAP GROWTH FUND RETIREMENT CLASS) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 3.66 | 7.99 | 7.32 | NA | NA | NA | 12.38 | 0.99 | 9.49 | 22.18 | -25.53 | 9.53 | 38.59 | 42.56 | -11.36 | 24.75 | 18.71 |
| Sharpe Ratio | NA | 0.09 | 0.31 | 0.28 | NA | NA | NA | 0.46 | 0.11 | 0.33 | 1.04 | -0.83 | 0.46 | 1.02 | 2.41 | -0.65 | 2.24 | 1.39 |
| Standard Deviation(%) | NA | 25.10 | 22.15 | 23.42 | NA | NA | NA | 23.09 | 28.65 | 18.03 | 17.97 | 32.51 | 20.62 | 37.46 | 17.06 | 19.72 | 10.82 | 16.24 |
| Draw Down(%) | NA | 28.48 | 28.48 | 34.16 | NA | NA | NA | 38.58 | 25.62 | 9.85 | 17.08 | 30.87 | 11.22 | 38.58 | 7.39 | 29.36 | 5.83 | 9.54 |
| Yield(%) | 0.00 | 3.54 | 2.82 | 8.73 | 10.48 | 6.99 | 5.24 | 11.65 | 0.00 | 3.82 | 0.13 | 3.37 | 23.83 | 9.22 | 4.74 | 19.12 | 11.38 | 0.56 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| HNSGX (HARBOR SMALL CAP GROWTH FUND RETIREMENT CLASS) |
-2.46%
Apr 2021 - Apr 2024 |
5.92%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNSGX (HARBOR SMALL CAP GROWTH FUND RETIREMENT CLASS) |
29.35%
Dec 2018 - Dec 2021 |
21.64%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart