Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MVSGX (HARBOR STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) | 1.14% | -20.71% | 155.23% | 84.00% | 41.82% | NA | NA | 37.04% |
Data as of 02/28/2025, AR inception is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVSGX (HARBOR STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) | 11/03/2011 | 02/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -20.71 | 155.23 | 84.00 | 41.82 | NA | NA | 37.04 | 1.14 | -18.55 | 7.86 | 1,540.51 | 15.31 | 18.37 | 32.01 | -3.74 | 25.26 | 5.47 | 2.81 | 15.08 | 31.02 | 14.76 | 1.20 |
| Sharpe Ratio | NA | -0.65 | 0.81 | 0.56 | 0.39 | NA | NA | 0.39 | 0.38 | -0.60 | 0.22 | 4.85 | 0.96 | 0.53 | 2.57 | -0.32 | 3.84 | 0.41 | 0.20 | 1.44 | 3.06 | 1.25 | 0.40 |
| Standard Deviation(%) | NA | 37.14 | 186.94 | 145.67 | 103.44 | NA | NA | 89.83 | 11.05 | 37.15 | 19.03 | 321.29 | 15.88 | 34.12 | 11.86 | 16.15 | 6.43 | 12.79 | 13.77 | 10.49 | 10.13 | 11.90 | 19.86 |
| Draw Down(%) | NA | 32.78 | 33.17 | 33.17 | 33.17 | NA | NA | 33.17 | 2.42 | 31.45 | 12.75 | 26.91 | 10.71 | 32.23 | 5.76 | 19.74 | 2.15 | 9.10 | 9.69 | 7.12 | 5.20 | 9.22 | 7.38 |
| Yield(%) | 0.00 | 1.32 | 0.54 | 1.12 | 2.10 | 3.67 | 2.75 | 4.24 | 0.00 | 1.39 | 0.63 | 0.00 | 2.93 | 0.00 | 2.28 | 2.80 | 2.94 | 1.01 | 3.43 | 8.40 | 7.08 | 2.09 | 0.00 |
Data as of 02/28/2025, AR inception is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSGX (HARBOR STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) |
3.71%
Jun 2019 - Jun 2022 |
6.98%
Mar 2015 - Mar 2020 |
10.93%
Jun 2012 - Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSGX (HARBOR STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) |
204.62%
Mar 2020 - Mar 2023 |
104.56%
Jul 2017 - Jul 2022 |
53.13%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart