Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HGGIX (HARBOR GLOBAL LEADERS FUND INVESTOR CLASS) NA 967,970.13% 1,918.78% 548.43% 169.20% NA NA
Data as of 09/01/2023, Common starting date is 03/03/2009
More Performance Analytics Comparison
Name Start Date End Date
HGGIX (HARBOR GLOBAL LEADERS FUND INVESTOR CLASS) 03/03/2009 09/01/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 967,970.13 1,918.78 548.43 169.20 NA NA 11.86 -29.98 -3.88 26.23 34.91 1.81 30.90 -4.93 2.17 3.19 40.82 20.41 -12.92 23.68 69.57
Sharpe Ratio NA 0.23 -0.20 0.16 0.41 NA NA 0.88 -1.12 -0.21 0.77 2.23 0.03 4.10 -0.33 0.14 0.24 3.44 1.42 -0.48 1.09 3.33
Standard Deviation(%) NA 21.23 20.66 23.21 18.91 NA NA 15.85 28.20 18.80 33.48 15.05 17.09 7.42 15.46 15.30 13.30 11.86 14.44 26.89 21.63 26.37
Draw Down(%) NA 16.80 41.41 41.41 41.41 NA NA 9.93 36.81 19.79 33.33 5.91 16.43 2.71 14.76 13.55 9.04 6.10 12.49 27.54 15.00 8.45
Yield(%) 0.00 107.77 31.65 26.20 19.99 30.85 23.14 111.59 5.84 10.75 9.37 7.47 2.51 11.14 0.00 3.43 11.41 11.88 3.26 0.00 12.03 12.27
Data as of 09/01/2023, Common starting date is 03/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGGIX (HARBOR GLOBAL LEADERS FUND INVESTOR CLASS) -1.94%
Sep 2019 – Sep 2022
4.91%
Sep 2017 – Sep 2022
8.35%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGGIX (HARBOR GLOBAL LEADERS FUND INVESTOR CLASS) 1,926.70%
Aug 2020 – Aug 2023
547.89%
Aug 2018 – Aug 2023
169.50%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return