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Haverford Quality Growth Stock (HAVGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.28-0.04 (-0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.22%
5-Year Average Return10.91%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)33.26%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return33.26%
Worst 3-Yr Total Return5.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHAVGXCategory
YTD4.78%5.31%
1-Month3.57%-4.19%
3-Month1.27%3.90%
1-Year13.32%20.31%
3-Year4.47%6.48%
5-Year11.70%11.78%
10-Year9.17%10.96%
Last Bull Market17.75%25.56%
Last Bear Market-11.24%-15.11%

Annual Total Return (%) History

Year
HAVGXCategory
2024
N/AN/A
2023
9.25%22.32%
2022
-12.08%-16.96%
2021
24.35%26.07%
2020
15.34%15.83%
2019
33.26%28.78%
2018
-5.81%-6.27%
2017
18.46%20.44%
2016
8.34%10.37%
2015
-4.82%-1.07%
2014
14.26%10.96%
2013
30.53%31.50%
2012
9.05%14.96%
2011
1.14%-1.27%
2010
12.44%14.01%
2009
16.43%28.17%
2008
-29.59%-37.79%
2007
4.01%6.16%
2006
10.86%14.17%
2005
0.07%5.88%
2004
N/A10.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.75%N/AN/AN/A
20231.02%5.40%-6.12%9.30%
2022-6.83%-11.24%-4.69%11.56%
20213.72%5.98%0.96%12.05%
2020-20.71%18.23%8.60%13.29%
201912.02%5.19%2.90%9.91%
2018-2.42%3.45%9.24%-14.58%
20175.31%2.87%2.03%7.18%
20162.21%1.95%1.25%2.68%
2015-0.35%-0.65%-8.73%5.33%
20143.06%4.03%-0.17%6.75%
201311.16%2.81%3.56%10.29%
201210.94%-5.92%5.97%-1.41%
20115.56%0.69%-15.22%12.23%
20104.90%-11.00%10.20%9.30%
2009-14.80%14.19%12.72%6.17%
2008-5.56%-8.53%-1.36%-17.37%
2007-2.77%6.30%2.85%-2.16%
20060.88%-1.84%6.12%5.50%
2005-2.98%0.22%0.19%2.73%
2004-3.70%6.99%N/AN/A

Rank In Category (By Total Return)

YTD91
1-Month75
3-Month86
1-Year98
3-Year89
5-Year87

Load Adjusted Returns

1-Year13.32%
3-Year4.47%
5-Year11.70%
10-Year9.17%