UK markets closed

Harbor Diversified Intl All Cp Instl (HAIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.49-0.10 (-0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.74%
5-year average return6.18%
Number of years up5
Number of years down3
Best 1-yr total return (13 Jun 2024)24.56%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return24.56%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHAIDXCategory
YTD5.81%9.07%
1-month3.49%-1.09%
3-month4.77%5.12%
1-year15.69%33.76%
3-year0.40%8.50%
5-year7.13%10.08%
10-year0.00%5.80%
Last bull market20.01%14.90%
Last bear market-13.34%-23.70%

Annual total return (%) history

Year
HAIDXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-14.30%N/A
2021
10.18%N/A
2020
8.26%9.30%
2019
23.82%21.59%
2018
-13.80%-14.59%
2017
24.56%25.12%
2016
-0.01%0.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%N/AN/AN/A
20236.69%2.96%-4.82%9.63%
2022-5.96%-13.34%-10.20%17.12%
20216.02%5.68%-2.87%1.24%
2020-27.37%16.71%6.60%19.80%
201910.54%3.49%-1.28%9.63%
2018-0.17%-2.77%0.71%-11.82%
20177.79%6.07%5.18%3.59%
2016-2.46%-1.47%6.40%-2.22%

Rank in category (by total return)

YTD78
1-month88
3-month62
1-year73
3-year71
5-year62

Load adjusted returns

1-year15.69%
3-year0.40%
5-year7.13%
10-yearN/A