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Harbor Mid Cap Value Investor (HIMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.00-0.17 (-0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.43%
5-year average return9.73%
Number of years up14
Number of years down7
Best 1-yr total return (20 May 2024)43.56%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return43.56%
Worst 3-yr total return-1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIMVXCategory
YTD4.35%21.28%
1-month-5.54%-1.96%
3-month5.43%4.90%
1-year20.75%55.83%
3-year5.73%11.08%
5-year8.08%11.93%
10-year6.74%10.64%
Last bull market29.26%25.54%
Last bear market-12.45%-22.08%

Annual total return (%) history

Year
HIMVXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-5.90%N/A
2021
29.54%N/A
2020
-4.18%2.63%
2019
22.47%25.18%
2018
-17.98%-12.86%
2017
11.55%13.22%
2016
18.54%18.06%
2015
-6.00%-5.41%
2014
13.76%9.31%
2013
43.56%35.14%
2012
18.67%16.60%
2011
-4.13%-3.96%
2010
20.23%21.92%
2009
39.46%35.41%
2008
-37.30%-36.77%
2007
-6.89%0.83%
2006
15.49%15.87%
2005
9.89%8.82%
2004
15.37%17.85%
2003
22.03%33.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20230.76%5.26%-2.27%11.78%
2022-0.78%-12.45%-4.83%13.81%
202119.18%4.72%-3.23%7.26%
2020-39.81%21.87%6.00%23.24%
201912.40%0.84%0.79%7.20%
2018-2.51%0.87%1.04%-17.45%
20172.94%-0.22%2.90%5.54%
20162.60%-1.14%6.01%10.25%
20153.19%-2.25%-8.77%2.15%
20144.51%4.36%-2.74%7.24%
201315.06%4.36%6.82%11.93%
201212.96%-5.42%6.91%3.90%
20117.36%-1.27%-21.87%15.78%
20109.29%-11.58%11.83%11.27%
2009-14.21%23.44%24.83%5.48%
2008-9.58%-5.62%-2.78%-24.42%
20073.98%4.84%-7.58%-7.58%
20065.87%-0.24%0.79%8.48%
20050.71%3.81%4.44%0.65%
20043.88%1.82%-1.52%10.77%
2003-8.77%15.30%3.07%12.56%

Rank in category (by total return)

YTD21
1-month66
3-month23
1-year16
3-year30
5-year58

Load adjusted returns

1-year20.75%
3-year5.73%
5-year8.08%
10-year6.74%