Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSVRX (HARBOR SMALL CAP VALUE FUND ADMINISTRATIVE CLASS) | -2.17% | -2.00% | 3.05% | 6.68% | 6.59% | 8.87% | 6.18% | 8.99% |
Data as of 07/25/2025, AR inception is 11/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSVRX (HARBOR SMALL CAP VALUE FUND ADMINISTRATIVE CLASS) | 11/06/2002 | 07/25/2025 |
| 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 (%) | 0.32 | -2.00 | 3.05 | 6.68 | 6.59 | 8.87 | 6.18 | 8.99 | -2.17 | 10.33 | 7.98 | -15.76 | 7.95 | 12.85 | 28.68 | -16.37 | 21.30 | 23.19 | -3.94 | 7.63 | 35.29 | 13.80 | 2.17 | 20.32 | 23.44 | -33.04 | -1.67 | 10.37 | 10.06 | 23.58 | 45.69 | -0.87 |
| Sharpe Ratio | NA | -0.21 | 0.06 | 0.21 | 0.20 | NA | NA | 0.33 | -0.29 | 0.20 | 0.20 | -0.65 | 0.37 | 0.28 | 1.63 | -0.97 | 1.85 | 1.40 | -0.26 | 0.55 | 2.55 | 0.88 | 0.07 | 0.91 | 0.65 | -0.75 | -0.24 | 0.48 | 0.57 | 1.62 | 2.82 | -0.40 |
| Standard Deviation(%) | NA | 24.12 | 21.86 | 22.32 | 23.40 | NA | NA | 23.19 | 26.21 | 18.95 | 19.26 | 26.29 | 21.25 | 45.54 | 16.78 | 18.28 | 11.25 | 16.44 | 15.39 | 13.83 | 13.84 | 15.69 | 29.76 | 22.12 | 36.06 | 45.33 | 19.17 | 14.94 | 13.85 | 14.00 | 15.94 | 16.76 |
| Draw Down(%) | NA | 28.41 | 28.41 | 28.51 | 42.19 | NA | NA | 59.08 | 25.74 | 9.87 | 15.58 | 20.32 | 14.86 | 42.19 | 10.37 | 26.52 | 5.80 | 12.31 | 15.44 | 10.00 | 5.42 | 12.51 | 26.01 | 18.77 | 36.21 | 52.27 | 12.72 | 13.37 | 11.10 | 8.61 | 12.38 | 4.76 |
| Yield(%) | 0.00 | 0.27 | 0.17 | 0.19 | 2.05 | 4.31 | 3.21 | 5.85 | 0.00 | 0.30 | 0.20 | 0.03 | 0.00 | 0.27 | 1.52 | 8.19 | 2.26 | 0.23 | 3.37 | 3.61 | 19.27 | 2.06 | 0.02 | 0.37 | 0.24 | 0.22 | 5.41 | 2.41 | 1.70 | 0.63 | 0.00 | 0.00 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| HSVRX (HARBOR SMALL CAP VALUE FUND ADMINISTRATIVE CLASS) |
-20.15%
Feb 2006 - Feb 2009 |
-6.73%
Feb 2004 - Feb 2009 |
4.29%
Jan 2006 - Jan 2016 |
5.15%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSVRX (HARBOR SMALL CAP VALUE FUND ADMINISTRATIVE CLASS) |
31.25%
Mar 2003 - Mar 2006 |
25.87%
Feb 2009 - Feb 2014 |
16.78%
Feb 2009 - Feb 2019 |
12.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart