HCAIX
Harbor Capital Appreciation Fund Investor Class
Mutual fund
$115.79+1.18 (+1.03%)Close Oct 2, 2026
Oct 31, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $158,911
- CAGR
- +12.26%
- Max drawdown
- −47.46%
- Sharpe ratio
- 0.66
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +3.97%
- 3M
- +5.93%
- 6M
- +23.52%
- YTD
- +10.93%
- 1Y
- +10.97%
- 3Y
- +23.58%
- 5Y
- +10.04%
- 10Y
- +17.01%
- 15Y
- +16.53%
- 20Y
- +12.60%
- Since 2002
- +12.26%
Metrics
Since 2002| Volatility | 21.05% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.26 |
| Best year, 2020 | +54.14% |
| Worst year, 2022 | −37.94% |
| Positive years | 19 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −47.5% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −43.8% | Nov 2021 | Dec 2022 | Mar 2024 | 2.3 years |
| −31.3% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −24.1% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −23.3% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2002 from Oct 31 · 2026 through Oct 2