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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.10%
5-Year Average Return7.58%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)29.06%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return29.06%
Worst 3-Yr Total Return5.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHNVRXCategory
YTD4.25%20.19%
1-Month4.33%0.02%
3-Month4.25%4.36%
1-Year13.74%60.18%
3-Year3.13%11.32%
5-Year10.00%13.88%
10-Year8.94%11.19%
Last Bull Market41.16%27.98%
Last Bear Market-13.51%-24.08%

Annual Total Return (%) History

Year
HNVRXCategory
2024
N/AN/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/A20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.25%N/AN/AN/A
20235.55%2.72%-4.76%11.52%
2022-1.74%-13.51%-4.20%11.19%
202113.72%-1.45%-2.09%4.59%
2020-30.12%20.32%3.58%30.03%
201913.21%5.72%0.61%7.17%
2018-1.93%4.04%2.40%-19.53%
20175.29%1.34%7.05%6.56%
20163.06%6.56%9.37%N/A

Rank In Category (By Total Return)

YTD72
1-Month25
3-Month72
1-Year86
3-Year52
5-Year42

Load Adjusted Returns

1-Year13.74%
3-Year3.13%
5-Year10.00%
10-Year8.94%