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Harbor Large Cap Value Inv (HILVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.33+0.03 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.29%
5-year average return10.39%
Number of years up17
Number of years down4
Best 1-yr total return (29 Apr 2024)32.38%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return32.38%
Worst 3-yr total return6.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHILVXCategory
YTD7.33%14.84%
1-month3.68%1.65%
3-month7.33%7.55%
1-year23.65%40.47%
3-year7.17%16.77%
5-year12.72%16.15%
10-year11.06%13.21%
Last bull market41.16%24.09%
Last bear market-12.49%-17.61%

Annual total return (%) history

Year
HILVXCategory
2024
N/AN/A
2023
19.26%N/A
2022
-15.26%N/A
2021
24.54%N/A
2020
14.02%15.83%
2019
32.38%28.78%
2018
-9.39%-6.27%
2017
21.86%20.44%
2016
16.70%10.37%
2015
2.37%-1.07%
2014
10.27%10.96%
2013
29.67%31.50%
2012
20.75%14.96%
2011
-0.26%-1.27%
2010
8.17%14.01%
2009
16.84%28.17%
2008
-33.50%-37.79%
2007
5.68%6.16%
2006
15.63%14.17%
2005
4.99%5.88%
2004
14.29%10.02%
2003
27.28%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.33%N/AN/AN/A
20233.52%4.30%-3.25%14.16%
2022-7.32%-12.49%-5.43%10.48%
20219.77%6.10%-0.53%7.51%
2020-24.05%20.76%7.70%15.42%
201912.05%6.08%2.59%8.56%
2018-0.93%1.19%3.51%-12.69%
20176.50%3.74%4.19%5.86%
20160.70%4.91%5.00%5.20%
20153.16%1.85%-7.66%5.52%
20143.94%4.72%-2.18%3.56%
201310.92%-0.26%8.06%8.46%
201212.53%-3.85%7.37%3.94%
20115.26%0.22%-14.77%10.94%
20103.65%-12.44%9.80%8.55%
2009-13.59%14.32%12.73%4.93%
2008-5.63%-4.39%-6.42%-21.23%
2007-2.18%6.96%3.45%-2.36%
20062.35%-0.73%5.29%8.09%
20051.41%2.01%1.43%0.06%
20042.72%1.47%-1.34%11.14%
2003-3.53%15.76%2.62%11.07%

Rank in category (by total return)

YTD87
1-month29
3-month87
1-year76
3-year89
5-year73

Load adjusted returns

1-year23.65%
3-year7.17%
5-year12.72%
10-year11.06%