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Harbor Small Cap Value Retirement (HNVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.20+0.04 (+0.10%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.72%
5-Year Average Return9.95%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)29.06%
Worst 1 Yr Total Return (May 15, 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
YTD-0.10%20.19%
1-Month-4.18%0.02%
3-Month3.41%4.36%
1-Year11.89%60.18%
3-Year1.34%11.32%
5-Year7.58%13.88%
10-Year8.74%11.19%
Last Bull Market22.51%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)

YTD38
1-Month4
3-Month19
1-Year72
3-Year37
5-Year44

Load Adjusted Returns

1-Year11.89%
3-Year1.34%
5-Year7.58%
10-Year8.74%