Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRBR (Harbor Diversified) | 3.03% | 325.00% | -8.51% | -0.46% | 39.71% | 17.06% | -5.25% | … | … |
Data as of 06/10/2026, Common starting date is 09/09/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRBR (Harbor Diversified) | 09/09/1997 | 06/10/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 325.00 | -8.51 | -0.46 | 39.71 | 17.06 | -5.25 | … | … | 3.03 | 84.78 | -50.98 | -4.23 | 3.40 | 610.34 | 1,350.00 | -50.00 | 100.00 | -33.33 | -57.14 | 40.00 | -78.26 | 35.29 | 30.77 | -13.33 | -71.70 | -22.06 | -56.69 | -70.15 | 8.68 | -48.62 | -14.44 | 88.21 | -42.31 | 94.30 | -49.70 | -43.92 | 196.00 | -19.35 |
| Sharpe Ratio | NA | 2.37 | -0.02 | -0.01 | 0.10 | NA | NA | … | … | 0.15 | 0.09 | -0.78 | -0.29 | 0.05 | 5.75 | 3.95 | -0.13 | 0.24 | -0.07 | -0.16 | 0.13 | -0.56 | 0.24 | 0.23 | -0.10 | -0.61 | -0.18 | -0.59 | -0.89 | 0.09 | -0.77 | -0.20 | 1.11 | -0.60 | 0.92 | -0.57 | -0.55 | 2.09 | -0.61 |
| Standard Deviation(%) | NA | 136.17 | 513.69 | 399.04 | 396.69 | NA | NA | … | … | 32.18 | 893.94 | 80.53 | 29.74 | 42.52 | 106.06 | 338.15 | 390.62 | 419.92 | 502.94 | 363.12 | 317.87 | 140.87 | 149.74 | 135.99 | 133.88 | 118.13 | 120.10 | 97.40 | 82.37 | 60.84 | 65.63 | 78.47 | 78.51 | 71.80 | 102.50 | 94.35 | 86.09 | 92.40 | 86.73 |
| Draw Down(%) | NA | 48.00 | 99.57 | 99.67 | 99.67 | NA | NA | … | … | 16.67 | 99.05 | 67.14 | 21.61 | 31.21 | 40.98 | 64.29 | 85.71 | 66.67 | 75.00 | 77.78 | 80.00 | 85.19 | 46.15 | 60.00 | 56.00 | 82.67 | 65.88 | 76.26 | 76.82 | 39.75 | 55.37 | 58.12 | 70.83 | 71.34 | 60.00 | 79.08 | 60.50 | 54.30 | 37.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/09/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRBR (Harbor Diversified) |
-60.11%
Oct 2007 – Oct 2010 |
-53.30%
Feb 2007 – Feb 2012 |
-42.87%
Feb 2007 – Feb 2017 |
-37.71%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRBR (Harbor Diversified) |
395.97%
Sep 2019 – Sep 2022 |
161.38%
Mar 2017 – Mar 2022 |
44.15%
Jan 2016 – Jan 2026 |
18.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart