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Harbor Small Cap Value Retirement (HNVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.98+0.07 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return8.61%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)29.06%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.06%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNVRXCategory
YTD4.28%20.19%
1-month-1.40%0.02%
3-month0.02%4.36%
1-year10.75%60.18%
3-year3.64%11.32%
5-year8.78%13.88%
10-year8.69%11.19%
Last bull market22.51%27.98%
Last bear market-13.51%-24.08%

Annual total return (%) history

Year
HNVRXCategory
2024
N/AN/A
2023
15.16%N/A
2022
-9.47%N/A
2021
14.77%N/A
2020
13.24%10.99%
2019
29.06%23.75%
2018
-15.92%-12.72%
2017
21.72%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.25%0.02%N/AN/A
20235.55%2.72%-4.76%11.52%
2022-1.74%-13.51%-4.20%11.19%
202113.72%-1.45%-2.09%4.59%
2020-30.12%20.32%3.58%30.03%
201913.21%5.72%0.61%7.17%
2018-1.93%4.04%2.40%-19.53%
20175.29%1.34%7.05%6.56%
20163.06%6.56%9.37%N/A

Rank in category (by total return)

YTD24
1-month43
3-month2
1-year42
3-year19
5-year40

Load adjusted returns

1-year10.75%
3-year3.64%
5-year8.78%
10-year8.69%