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Harbor Small Cap Value Retirement (HNVRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.27
+0.66
(+1.71%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
-0.10%
5-Year Average Return
7.58%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Apr 29, 2024)
29.06%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Best 3-Yr Total Return
29.06%
Worst 3-Yr Total Return
5.57%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
HNVRX
Category
YTD
4.25%
20.19%
1-Month
4.33%
0.02%
3-Month
4.25%
4.36%
1-Year
13.74%
60.18%
3-Year
3.13%
11.32%
5-Year
10.00%
13.88%
10-Year
8.94%
11.19%
Last Bull Market
41.16%
27.98%
Last Bear Market
-13.51%
-24.08%
Annual Total Return (%) History
Year
HNVRX
Category
2024
N/A
N/A
2023
15.16%
N/A
2022
-9.47%
N/A
2021
14.77%
N/A
2020
13.24%
10.99%
2019
29.06%
23.75%
2018
-15.92%
-12.72%
2017
21.72%
12.28%
2016
N/A
20.78%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.25%
N/A
N/A
N/A
2023
5.55%
2.72%
-4.76%
11.52%
2022
-1.74%
-13.51%
-4.20%
11.19%
2021
13.72%
-1.45%
-2.09%
4.59%
2020
-30.12%
20.32%
3.58%
30.03%
2019
13.21%
5.72%
0.61%
7.17%
2018
-1.93%
4.04%
2.40%
-19.53%
2017
5.29%
1.34%
7.05%
6.56%
2016
3.06%
6.56%
9.37%
N/A
Rank In Category (By Total Return)
YTD
72
1-Month
25
3-Month
72
1-Year
86
3-Year
52
5-Year
42
Load Adjusted Returns
1-Year
13.74%
3-Year
3.13%
5-Year
10.00%
10-Year
8.94%
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