Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRLVX (HARBOR LARGE CAP VALUE FUND ADMINISTRATIVE CLASS) | 6.52% | 8.42% | 9.37% | 9.53% | 9.47% | 11.48% | 7.94% | 9.05% |
Data as of 07/08/2025, AR inception is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRLVX (HARBOR LARGE CAP VALUE FUND ADMINISTRATIVE CLASS) | 11/06/2002 | 07/08/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 8.42 | 9.37 | 9.53 | 9.47 | 11.48 | 7.94 | 9.05 | 6.52 | 0.29 | 16.08 | -18.34 | 21.32 | 11.11 | 32.56 | -9.29 | 21.97 | 16.85 | 2.39 | 10.52 | 29.77 | 21.03 | -0.15 | 8.20 | 17.03 | -33.41 | 5.86 | 15.83 | 5.13 | 14.63 | 27.85 | -4.80 |
| Sharpe Ratio | NA | 0.33 | 0.39 | 0.45 | 0.42 | NA | NA | 0.41 | 0.55 | -0.47 | 0.85 | -0.85 | 1.48 | 0.30 | 2.48 | -0.63 | 2.70 | 1.13 | 0.15 | 0.89 | 2.47 | 1.52 | -0.01 | 0.47 | 0.64 | -0.90 | 0.19 | 1.35 | 0.30 | 1.33 | 1.72 | -1.43 |
| Standard Deviation(%) | NA | 17.40 | 16.63 | 16.99 | 18.80 | NA | NA | 18.71 | 20.80 | 13.33 | 14.08 | 23.33 | 14.42 | 36.48 | 12.57 | 16.79 | 7.93 | 14.70 | 15.99 | 11.86 | 12.05 | 13.91 | 23.25 | 17.35 | 26.52 | 37.89 | 15.52 | 9.37 | 9.99 | 10.30 | 15.82 | 20.54 |
| Draw Down(%) | NA | 17.71 | 17.71 | 25.62 | 35.73 | NA | NA | 53.27 | 15.22 | 13.48 | 11.16 | 23.61 | 7.22 | 35.73 | 6.31 | 21.55 | 2.88 | 11.26 | 12.01 | 9.41 | 7.01 | 11.63 | 19.53 | 15.91 | 28.14 | 45.13 | 9.29 | 6.88 | 6.39 | 6.19 | 13.75 | 6.79 |
| Yield(%) | 0.00 | 7.13 | 3.48 | 2.80 | 3.61 | 5.74 | 5.09 | 6.74 | 0.40 | 7.40 | 1.18 | 0.83 | 0.57 | 0.58 | 0.82 | 2.23 | 3.75 | 4.74 | 5.34 | 7.95 | 1.17 | 2.06 | 1.43 | 1.30 | 1.48 | 1.86 | 56.28 | 2.52 | 0.78 | 0.87 | 0.80 | 0.00 |
Data as of 07/08/2025, AR inception is 11/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRLVX (HARBOR LARGE CAP VALUE FUND ADMINISTRATIVE CLASS) |
-13.37%
Feb 2006 - Feb 2009 |
-5.32%
Feb 2004 - Feb 2009 |
5.57%
Feb 2006 - Feb 2016 |
6.23%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRLVX (HARBOR LARGE CAP VALUE FUND ADMINISTRATIVE CLASS) |
22.85%
Sep 2011 - Sep 2014 |
20.46%
Feb 2009 - Feb 2014 |
15.84%
Sep 2011 - Sep 2021 |
13.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart