HACAX
Harbor Capital Appreciation Fund Institutional Class
Mutual fund
$129.68+1.33 (+1.04%)Close Oct 2, 2026
Dec 29, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $653,045
- CAGR
- +11.38%
- Max drawdown
- −63.00%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.00%
- 3M
- +6.02%
- 6M
- +23.73%
- YTD
- +11.22%
- 1Y
- +11.35%
- 3Y
- +24.01%
- 5Y
- +10.44%
- 10Y
- +17.43%
- 15Y
- +16.96%
- 20Y
- +13.02%
- 25Y
- +11.36%
- 30Y
- +11.18%
- Since 1987
- +11.38%
Metrics
Since 1987| Volatility | 21.09% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.18 |
| Best year, 2020 | +54.69% |
| Worst year, 2022 | −37.72% |
| Positive years | 29 of 38 |
| Longest drawdown | 13.1 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.0% | Mar 2000 | Mar 2003 | May 2013 | 13.1 years |
| −43.5% | Nov 2021 | Dec 2022 | Feb 2024 | 2.3 years |
| −31.3% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −29.3% | Oct 1989 | Oct 1990 | Apr 1991 | 1.5 years |
| −29.3% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
Annual returns
1987 from Dec 29 · 2026 through Oct 2