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Harbor Bond Retirement (HBFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.15+0.02 (+0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.16%
5-year average return0.96%
Number of years up3
Number of years down2
Best 1-yr total return (13 Jun 2024)8.98%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return8.98%
Worst 3-yr total return-2.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHBFRXCategory
YTD-0.73%-0.61%
1-month1.69%0.77%
3-month0.31%1.99%
1-year2.74%3.06%
3-year-2.34%5.69%
5-year0.64%3.75%
10-year1.77%3.84%
Last bull market8.62%4.61%
Last bear market-5.23%1.87%

Annual total return (%) history

Year
HBFRXCategory
2024
N/AN/A
2023
6.78%N/A
2022
-13.01%N/A
2021
-0.56%N/A
2020
8.98%8.06%
2019
8.52%8.94%
2018
N/A-0.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.10%N/AN/AN/A
20233.42%-0.33%-2.98%6.77%
2022-5.72%-5.23%-4.23%1.66%
2021-2.74%2.17%0.19%-0.11%
20201.94%4.23%1.53%1.03%
20192.93%3.19%2.33%-0.16%
20180.17%1.19%N/AN/A

Rank in category (by total return)

YTD34
1-month62
3-month41
1-year45
3-year24
5-year30

Load adjusted returns

1-year2.74%
3-year-2.34%
5-year0.64%
10-year1.77%