Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) | 16.35% | 36.20% | 21.12% | 10.66% | 10.51% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) | 03/02/2016 | 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 (%) | 0.66 | 36.20 | 21.12 | 10.66 | 10.51 | NA | NA | … | … | 16.35 | 16.06 | 12.22 | 16.53 | -5.59 | 30.06 | -3.70 | 23.13 | -17.76 | 12.04 | 21.44 |
| Sharpe Ratio | NA | 2.49 | 1.10 | 0.43 | 0.41 | NA | NA | … | … | 2.96 | 0.69 | 0.59 | 0.75 | -0.29 | 1.59 | -0.08 | 1.37 | -1.18 | 1.17 | 1.80 |
| Standard Deviation(%) | NA | 13.46 | 16.23 | 18.63 | 22.00 | NA | NA | … | … | 13.45 | 19.18 | 14.50 | 17.27 | 24.36 | 18.88 | 46.89 | 15.80 | 16.31 | 9.73 | 14.38 |
| Draw Down(%) | NA | 6.84 | 20.99 | 20.99 | 51.30 | NA | NA | … | … | 6.84 | 18.57 | 8.49 | 14.29 | 20.38 | 10.14 | 49.28 | 11.51 | 26.91 | 6.27 | 7.95 |
| Yield(%) | 0.00 | 9.44 | 8.53 | 6.04 | 6.22 | 4.39 | 3.29 | … | … | 0.00 | 9.38 | 6.20 | 7.93 | 7.20 | 1.76 | 2.29 | 3.80 | 6.41 | 4.17 | 3.66 |
Data as of 06/05/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) |
-12.79%
Mar 2017 – Mar 2020 |
2.14%
Sep 2017 – Sep 2022 |
10.41%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNMVX (HARBOR MID CAP VALUE FUND RETIREMENT CLASS) |
25.57%
Mar 2020 – Mar 2023 |
20.11%
Mar 2020 – Mar 2025 |
10.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart