Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYFIX (HARBOR HIGH-YIELD BOND FUND INVESTOR CLASS) | NA | -81.87% | -41.31% | -27.85% | -13.57% | -6.68% | -3.78% | -3.64% |
Data as of 03/31/2023, AR inception is 12/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYFIX (HARBOR HIGH-YIELD BOND FUND INVESTOR CLASS) | 12/10/2002 | 03/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -81.87 | -41.31 | -27.85 | -13.57 | -6.68 | -3.78 | -3.64 | -80.16 | -12.79 | 0.51 | 1.20 | 12.90 | -2.58 | 5.96 | 12.03 | -3.82 | 1.89 | 5.09 | 11.08 | 4.52 | 12.12 | 30.28 | -13.93 | 2.27 | 8.78 | 2.31 | 8.11 | 11.89 | 0.20 |
| Sharpe Ratio | NA | -0.52 | -0.45 | -0.40 | -0.28 | NA | NA | -0.12 | -0.32 | -2.04 | 0.19 | 0.09 | 3.49 | -1.38 | 2.32 | 2.38 | -0.89 | 0.38 | 1.60 | 4.87 | 0.95 | 2.20 | 5.94 | -2.26 | -0.26 | 3.83 | 0.02 | 1.73 | 2.63 | 2.65 |
| Standard Deviation(%) | NA | 162.42 | 93.70 | 72.72 | 51.50 | NA | NA | 36.29 | 326.61 | 7.01 | 2.50 | 10.97 | 3.27 | 2.89 | 2.29 | 4.96 | 4.33 | 4.97 | 3.16 | 2.28 | 4.71 | 5.47 | 5.08 | 6.57 | 3.39 | 1.41 | 2.12 | 4.12 | 4.25 | 1.05 |
| Draw Down(%) | NA | 81.89 | 82.92 | 82.92 | 82.92 | NA | NA | 82.92 | 80.84 | 15.01 | 2.49 | 20.54 | 1.19 | 5.04 | 2.14 | 4.25 | 9.35 | 6.15 | 5.40 | 2.72 | 8.25 | 3.94 | 4.69 | 18.78 | 6.15 | 1.81 | 5.06 | 4.88 | 4.47 | 0.10 |
| Yield(%) | 0.00 | 0.88 | 0.97 | 2.43 | 3.87 | 5.09 | 5.27 | 5.43 | 0.14 | 0.91 | 0.81 | 0.94 | 5.51 | 5.39 | 5.26 | 5.22 | 5.03 | 6.74 | 7.61 | 5.97 | 7.10 | 7.97 | 7.06 | 5.63 | 6.29 | 7.10 | 6.61 | 6.54 | 0.00 | 0.00 |
Data as of 03/31/2023, AR inception is 12/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYFIX (HARBOR HIGH-YIELD BOND FUND INVESTOR CLASS) |
-43.65%
Feb 2020 - Feb 2023 |
-27.96%
Feb 2018 - Feb 2023 |
-13.50%
Feb 2013 - Feb 2023 |
-6.66%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYFIX (HARBOR HIGH-YIELD BOND FUND INVESTOR CLASS) |
15.58%
Nov 2008 - Nov 2011 |
12.96%
Nov 2008 - Nov 2013 |
7.88%
Nov 2008 - Nov 2018 |
6.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart