Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRMVX (HARBOR MID CAP VALUE FUND ADMINISTRATIVE CLASS) | 3.93% | 6.15% | 8.81% | 13.76% | 5.68% | 9.69% | 6.98% | 8.26% |
Data as of 07/18/2025, AR inception is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRMVX (HARBOR MID CAP VALUE FUND ADMINISTRATIVE CLASS) | 11/06/2002 | 07/18/2025 |
| 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 (%) | -1.05 | 6.15 | 8.81 | 13.76 | 5.68 | 9.69 | 6.98 | 8.26 | 3.93 | 6.03 | 10.02 | -11.58 | 29.66 | -3.93 | 22.60 | -18.01 | 11.68 | 18.70 | -5.90 | 13.89 | 43.74 | 18.79 | -3.97 | 20.36 | 39.69 | -37.21 | -6.73 | 15.58 | 10.08 | 15.42 | 22.17 | -1.59 |
| Sharpe Ratio | NA | 0.15 | 0.28 | 0.56 | 0.19 | NA | NA | 0.31 | 0.19 | -0.04 | 0.33 | -0.51 | 1.57 | -0.09 | 1.36 | -1.19 | 1.14 | 1.15 | -0.40 | 1.20 | 3.41 | 1.27 | -0.14 | 0.96 | 1.15 | -0.86 | -0.55 | 1.10 | 0.65 | 1.22 | 1.27 | -0.46 |
| Standard Deviation(%) | NA | 20.02 | 19.33 | 20.30 | 22.40 | NA | NA | 22.11 | 23.01 | 15.11 | 17.70 | 25.40 | 18.87 | 46.90 | 15.57 | 16.30 | 9.74 | 16.09 | 14.79 | 11.61 | 12.83 | 14.84 | 28.39 | 21.03 | 34.45 | 44.01 | 17.65 | 11.19 | 12.26 | 11.90 | 16.87 | 24.22 |
| Draw Down(%) | NA | 21.14 | 21.14 | 21.14 | 51.65 | NA | NA | 64.35 | 18.68 | 12.65 | 14.34 | 20.55 | 10.17 | 49.27 | 11.59 | 27.12 | 6.39 | 12.59 | 13.28 | 9.33 | 5.31 | 12.51 | 28.33 | 18.39 | 34.93 | 53.48 | 19.59 | 7.76 | 7.65 | 9.32 | 15.98 | 6.63 |
| Yield(%) | 0.00 | 5.26 | 3.04 | 3.42 | 3.20 | 5.26 | 3.98 | 5.46 | 0.00 | 5.74 | 1.46 | 1.26 | 1.26 | 1.82 | 3.22 | 6.02 | 3.80 | 3.29 | 2.76 | 1.57 | 1.29 | 2.23 | 0.98 | 1.12 | 0.00 | 2.66 | 4.63 | 3.95 | 3.81 | 9.48 | 0.13 | 0.00 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| HRMVX (HARBOR MID CAP VALUE FUND ADMINISTRATIVE CLASS) |
-19.87%
Feb 2006 - Feb 2009 |
-8.08%
Feb 2004 - Feb 2009 |
4.50%
Mar 2010 - Mar 2020 |
3.82%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRMVX (HARBOR MID CAP VALUE FUND ADMINISTRATIVE CLASS) |
31.60%
Feb 2009 - Feb 2012 |
28.86%
Feb 2009 - Feb 2014 |
16.69%
Feb 2009 - Feb 2019 |
12.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart