Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) | 17.66% | 36.60% | 19.87% | 5.56% | 7.54% | 6.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) | 05/06/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 36.60 | 19.87 | 5.56 | 7.54 | 6.48 | NA | … | … | 17.66 | 20.37 | 12.92 | 10.66 | -15.27 | -10.16 | 20.99 | 14.28 | -0.28 | 8.30 | 5.14 | -0.05 | 2.60 | 12.22 | 10.58 | -5.32 |
| Sharpe Ratio | NA | 2.29 | 1.42 | 0.24 | 0.50 | NA | NA | … | … | 2.43 | 1.38 | 1.09 | 0.82 | -1.29 | -0.59 | 1.14 | 1.64 | -0.18 | 1.68 | 0.77 | -0.01 | 0.32 | 3.22 | 2.55 | -1.26 |
| Standard Deviation(%) | NA | 14.81 | 11.72 | 12.98 | 11.94 | NA | NA | … | … | 17.95 | 12.74 | 8.50 | 8.56 | 12.99 | 17.13 | 18.13 | 7.81 | 9.32 | 4.56 | 6.42 | 5.55 | 8.02 | 3.78 | 4.16 | 6.37 |
| Draw Down(%) | NA | 6.89 | 11.12 | 31.39 | 32.68 | NA | NA | … | … | 6.89 | 10.81 | 5.01 | 9.49 | 18.80 | 19.09 | 21.75 | 3.99 | 10.56 | 2.32 | 7.72 | 6.37 | 6.51 | 3.19 | 4.38 | 8.92 |
| Yield(%) | 0.00 | 2.06 | 3.27 | 1.76 | 3.14 | 3.41 | 2.54 | … | … | 0.00 | 2.63 | 3.89 | 3.52 | 0.67 | 0.39 | 1.09 | 0.69 | 6.35 | 10.71 | 1.16 | 4.16 | 5.93 | 3.13 | 2.88 | 1.28 |
Data as of 06/05/2026, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) |
-8.55%
Nov 2020 – Nov 2023 |
0.06%
Sep 2018 – Sep 2023 |
2.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACSX (HARBOR CONVERTIBLE SECURITIES FUND INSTITUTIONAL CLASS) |
21.60%
May 2023 – May 2026 |
11.56%
Feb 2016 – Feb 2021 |
7.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart