Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNCVX (HARBOR CONVERTIBLE SECURITIES FUND RETIREMENT CLASS) | 17.66% | 36.55% | 19.95% | 8.43% | 10.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNCVX (HARBOR CONVERTIBLE SECURITIES FUND RETIREMENT CLASS) | 03/09/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.53 | 36.55 | 19.95 | 8.43 | 10.03 | NA | NA | … | … | 17.66 | 20.47 | 12.89 | 10.85 | -15.25 | 2.52 | 32.09 | 14.57 | -0.13 | 8.34 | 8.34 |
| Sharpe Ratio | NA | 2.29 | 1.42 | 0.53 | 0.78 | NA | NA | … | … | 2.45 | 1.38 | 1.07 | 0.85 | -1.30 | 0.25 | 1.94 | 1.67 | -0.16 | 1.67 | 1.80 |
| Standard Deviation(%) | NA | 14.78 | 11.75 | 11.41 | 10.83 | NA | NA | … | … | 17.81 | 12.82 | 8.63 | 8.57 | 12.87 | 10.11 | 16.31 | 7.83 | 9.37 | 4.62 | 5.58 |
| Draw Down(%) | NA | 6.82 | 11.16 | 21.67 | 23.05 | NA | NA | … | … | 6.82 | 10.78 | 5.07 | 9.46 | 18.72 | 8.99 | 21.67 | 3.98 | 10.44 | 2.41 | 3.29 |
| Yield(%) | 0.00 | 2.12 | 3.35 | 4.23 | 5.94 | 4.17 | 3.13 | … | … | 0.00 | 2.72 | 3.97 | 3.60 | 0.77 | 12.91 | 11.79 | 0.75 | 6.42 | 10.80 | 1.50 |
Data as of 06/05/2026, Common starting date is 03/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNCVX (HARBOR CONVERTIBLE SECURITIES FUND RETIREMENT CLASS) |
-2.83%
Feb 2021 – Feb 2024 |
4.65%
Sep 2018 – Sep 2023 |
9.91%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNCVX (HARBOR CONVERTIBLE SECURITIES FUND RETIREMENT CLASS) |
21.67%
May 2023 – May 2026 |
12.14%
Jun 2016 – Jun 2021 |
10.37%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart