Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 24.16% | 40.44% | 16.52% | 5.60% | 9.93% | 10.29% | 8.11% | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 02/25/2002 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 40.44 | 16.52 | 5.60 | 9.93 | 10.29 | 8.11 | … | … | 24.16 | 3.77 | 10.93 | 15.18 | -15.50 | 8.26 | 13.15 | 28.97 | -16.16 | 21.61 | 23.48 | -3.71 | 7.94 | 35.60 | 14.16 | 2.38 | 20.36 | 23.78 | -32.89 | -1.44 | 10.66 | 10.51 | 23.58 | 45.69 | -1.54 |
| Sharpe Ratio | NA | 1.94 | 0.68 | 0.14 | 0.36 | NA | NA | … | … | 2.92 | 0.04 | 0.39 | 0.62 | -0.65 | 0.39 | 0.28 | 1.64 | -0.96 | 1.87 | 1.42 | -0.24 | 0.57 | 2.57 | 0.91 | 0.08 | 0.92 | 0.66 | -0.75 | -0.24 | 0.49 | 0.59 | 1.62 | 2.82 | -0.13 |
| Standard Deviation(%) | NA | 19.45 | 19.61 | 21.29 | 23.28 | NA | NA | … | … | 21.64 | 20.66 | 18.95 | 18.68 | 26.29 | 21.25 | 45.54 | 16.75 | 18.27 | 11.26 | 16.41 | 15.43 | 13.83 | 13.85 | 15.60 | 29.75 | 22.11 | 36.08 | 45.27 | 19.20 | 14.94 | 13.89 | 13.97 | 15.94 | 23.24 |
| Draw Down(%) | NA | 9.89 | 28.34 | 28.34 | 42.15 | NA | NA | … | … | 9.89 | 25.70 | 9.84 | 15.43 | 20.17 | 14.81 | 42.15 | 10.37 | 26.47 | 5.80 | 12.29 | 15.43 | 9.93 | 5.41 | 12.48 | 25.98 | 18.90 | 36.20 | 52.23 | 12.71 | 13.34 | 11.08 | 8.61 | 12.38 | 27.29 |
| Yield(%) | 0.00 | 3.73 | 3.95 | 2.03 | 3.44 | 5.22 | 4.35 | … | … | 0.00 | 3.44 | 0.69 | 7.52 | 0.28 | 0.11 | 0.49 | 1.79 | 8.38 | 2.35 | 0.46 | 3.71 | 3.83 | 19.46 | 2.37 | 0.27 | 0.46 | 0.52 | 0.46 | 5.67 | 2.51 | 1.97 | 0.63 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-19.93%
Feb 2006 – Feb 2009 |
-6.49%
Feb 2004 – Feb 2009 |
4.54%
Jan 2006 – Jan 2016 |
5.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASCX (HARBOR SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
31.46%
Mar 2003 – Mar 2006 |
26.11%
Feb 2009 – Feb 2014 |
17.04%
Feb 2009 – Feb 2019 |
13.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart