Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNVRX (HARBOR SMALL CAP VALUE FUND RETIREMENT CLASS) | 24.21% | 40.53% | 16.60% | 8.33% | 11.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNVRX (HARBOR SMALL CAP VALUE FUND RETIREMENT CLASS) | 03/02/2016 | 06/05/2026 |
| 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 (%) | -0.36 | 40.53 | 16.60 | 8.33 | 11.39 | NA | NA | … | … | 24.21 | 3.85 | 11.02 | 15.27 | -9.53 | 14.64 | 13.25 | 29.07 | -16.12 | 21.72 | 27.00 |
| Sharpe Ratio | NA | 2.03 | 0.67 | 0.28 | 0.43 | NA | NA | … | … | 3.19 | 0.04 | 0.39 | 0.63 | -0.44 | 0.73 | 0.28 | 1.65 | -0.96 | 1.89 | 2.24 |
| Standard Deviation(%) | NA | 19.31 | 20.46 | 21.15 | 23.21 | NA | NA | … | … | 21.64 | 22.69 | 18.95 | 18.68 | 25.18 | 19.94 | 45.54 | 16.77 | 18.28 | 11.17 | 14.65 |
| Draw Down(%) | NA | 9.89 | 28.32 | 28.32 | 42.16 | NA | NA | … | … | 9.89 | 25.68 | 9.84 | 15.36 | 20.12 | 9.97 | 42.16 | 10.37 | 26.44 | 5.77 | 6.97 |
| Yield(%) | 0.00 | 3.82 | 4.03 | 4.25 | 5.37 | 3.95 | 2.96 | … | … | 0.00 | 3.52 | 0.78 | 7.61 | 6.12 | 6.28 | 0.55 | 1.88 | 8.46 | 2.43 | 0.54 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HNVRX (HARBOR SMALL CAP VALUE FUND RETIREMENT CLASS) |
-4.37%
Mar 2017 – Mar 2020 |
4.05%
Sep 2017 – Sep 2022 |
11.63%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNVRX (HARBOR SMALL CAP VALUE FUND RETIREMENT CLASS) |
21.06%
Mar 2020 – Mar 2023 |
15.47%
Apr 2016 – Apr 2021 |
11.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart