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Harbor Large Cap Value Instl (HAVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.28+0.06 (+0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return11.25%
Number of years up31
Number of years down5
Best 1-yr total return (25 Apr 2024)32.84%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return32.84%
Worst 3-yr total return6.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHAVLXCategory
YTD7.43%14.84%
1-month3.72%1.65%
3-month7.43%7.55%
1-year24.08%40.47%
3-year7.55%16.77%
5-year13.13%16.15%
10-year11.47%13.21%
Last bull market41.55%24.09%
Last bear market-12.40%-17.61%

Annual total return (%) history

Year
HAVLXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-14.94%N/A
2021
24.96%N/A
2020
14.43%15.83%
2019
32.84%28.78%
2018
-8.95%-6.27%
2017
22.31%20.44%
2016
17.13%10.37%
2015
2.74%-1.07%
2014
10.69%10.96%
2013
30.10%31.50%
2012
21.33%14.96%
2011
0.09%-1.27%
2010
8.50%14.01%
2009
17.44%28.17%
2008
-33.33%-37.79%
2007
6.13%6.16%
2006
16.11%14.17%
2005
5.39%5.88%
2004
14.77%10.02%
2003
27.87%27.05%
2002
-20.70%-22.25%
2001
4.10%-13.50%
2000
7.16%-6.31%
1999
7.59%20.16%
1998
6.92%22.39%
1997
31.20%28.37%
1996
20.02%20.76%
1995
35.37%32.35%
1994
0.70%-0.93%
1993
8.38%10.21%
1992
7.46%7.00%
1991
21.27%30.90%
1990
-5.60%-3.13%
1989
29.81%25.43%
1988
19.77%14.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.43%N/AN/AN/A
20233.61%4.40%-3.14%14.23%
2022-7.24%-12.40%-5.28%10.51%
20219.83%6.21%-0.40%7.55%
2020-24.01%20.89%7.79%15.56%
201912.09%6.13%2.68%8.74%
2018-0.74%1.27%3.61%-12.58%
20176.64%3.91%4.16%5.97%
20160.89%4.95%5.13%5.22%
20153.27%1.95%-7.65%5.66%
20144.06%4.82%-2.12%3.67%
201311.01%-0.17%8.14%8.56%
201212.79%-3.81%7.43%4.10%
20115.43%0.33%-14.63%10.84%
20103.68%-12.48%10.05%8.66%
2009-13.38%14.41%12.65%5.20%
2008-5.61%-4.24%-6.41%-21.19%
2007-2.07%7.07%3.54%-2.23%
20062.52%-0.67%5.39%8.19%
20051.47%2.20%1.48%0.14%
20042.79%1.59%-1.21%11.25%
2003-3.36%15.81%2.78%11.17%
20024.31%-12.09%-19.06%6.83%
2001-3.31%8.15%-11.39%12.34%
2000-1.33%-2.43%4.87%6.15%
19991.63%14.70%-11.03%3.73%
199812.09%-4.11%-13.68%15.24%
19972.37%13.93%10.81%1.52%
19965.63%3.27%2.87%6.95%
199510.04%7.16%6.98%7.31%
1994-5.02%3.38%5.06%-2.38%
19936.57%-1.97%2.19%1.53%
1992-0.00%3.53%2.86%0.91%
199114.38%-1.31%4.75%2.56%
1990-2.05%4.53%-15.28%8.83%
19899.49%9.07%9.24%-0.50%
19883.13%5.75%5.88%3.73%

Rank in category (by total return)

YTD86
1-month28
3-month86
1-year75
3-year87
5-year67

Load adjusted returns

1-year24.08%
3-year7.55%
5-year13.13%
10-year11.47%