HAVLX
Harbor Large Cap Value Fund Institutional Class
Mutual fund
$19.90+0.06 (+0.30%)Close Oct 2, 2026
Dec 29, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $266,598
- CAGR
- +8.84%
- Max drawdown
- −53.23%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.06%
- 3M
- −1.63%
- 6M
- +4.04%
- YTD
- +2.29%
- 1Y
- +3.98%
- 3Y
- +12.08%
- 5Y
- +5.75%
- 10Y
- +10.71%
- 15Y
- +12.85%
- 20Y
- +8.82%
- 25Y
- +8.66%
- 30Y
- +8.86%
- Since 1987
- +8.84%
Metrics
Since 1987| Volatility | 17.15% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.17 |
| Best year, 2019 | +32.85% |
| Worst year, 2008 | −33.33% |
| Positive years | 32 of 38 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.2% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −35.7% | Feb 2020 | Mar 2020 | Sep 2020 | 7 months |
| −34.8% | Mar 2002 | Oct 2002 | Feb 2004 | 1.9 years |
| −24.9% | Oct 1989 | Oct 1990 | Jan 1992 | 2.3 years |
| −23.5% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
Annual returns
1987 from Dec 29 · 2026 through Oct 2