Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCSX (HARBOR CONVERTIBLE SECURITIES FUND ADMINISTRATIVE CLASS) | 12.23% | 38.87% | 18.97% | 4.23% | 6.87% | NA | NA | … | … |
Data as of 04/22/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCSX (HARBOR CONVERTIBLE SECURITIES FUND ADMINISTRATIVE CLASS) | 05/06/2011 | 04/22/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 38.87 | 18.97 | 4.23 | 6.87 | NA | NA | … | … | 12.23 | 19.40 | 12.55 | 10.04 | -15.47 | -10.40 | 20.56 | 14.20 | -0.76 | 8.06 | 4.85 | -0.20 | 2.25 | 12.07 | 10.19 | -5.45 |
| Sharpe Ratio | NA | 2.68 | 1.40 | 0.14 | 0.45 | NA | NA | … | … | 2.52 | 1.32 | 0.70 | 0.67 | -1.31 | -0.61 | 1.12 | 1.64 | -0.22 | 1.61 | 0.73 | -0.04 | 0.28 | 3.23 | 2.46 | -1.27 |
| Standard Deviation(%) | NA | 13.48 | 11.19 | 12.74 | 11.77 | NA | NA | … | … | 17.18 | 12.78 | 8.56 | 8.77 | 12.87 | 17.15 | 18.10 | 7.81 | 9.27 | 4.63 | 6.39 | 5.58 | 7.97 | 3.73 | 4.16 | 6.45 |
| Draw Down(%) | NA | 6.90 | 11.17 | 31.55 | 32.90 | NA | NA | … | … | 6.90 | 10.80 | 5.08 | 9.56 | 18.89 | 19.26 | 21.72 | 4.06 | 10.78 | 2.41 | 7.81 | 6.50 | 6.66 | 3.19 | 4.44 | 8.98 |
| Yield(%) | 0.00 | 1.95 | 3.10 | 1.48 | 2.88 | 3.10 | 2.32 | … | … | 0.00 | 2.33 | 3.63 | 2.64 | 0.52 | 0.23 | 0.86 | 0.48 | 5.96 | 10.46 | 0.98 | 3.91 | 5.67 | 2.88 | 2.61 | 1.16 |
Data as of 04/22/2026, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCSX (HARBOR CONVERTIBLE SECURITIES FUND ADMINISTRATIVE CLASS) |
-8.87%
Nov 2020 – Nov 2023 |
-0.52%
May 2018 – May 2023 |
1.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCSX (HARBOR CONVERTIBLE SECURITIES FUND ADMINISTRATIVE CLASS) |
15.78%
Feb 2023 – Feb 2026 |
11.25%
Feb 2016 – Feb 2021 |
7.40%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart