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Money
What a Labour government needs to do for pensions and work in the first 100 days
The next government should hit the ground running — here is what should be on the to-do list
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.66%
5-year average return
8.61%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 Jul 2024)
29.06%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
29.06%
Worst 3-yr total return
5.57%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
HNVRX
Category
YTD
4.28%
20.19%
1-month
-1.40%
0.02%
3-month
0.02%
4.36%
1-year
10.75%
60.18%
3-year
3.64%
11.32%
5-year
8.78%
13.88%
10-year
8.69%
11.19%
Last bull market
22.51%
27.98%
Last bear market
-13.51%
-24.08%
Annual total return (%) history
Year
HNVRX
Category
2024
N/A
N/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/A
20.78%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.25%
0.02%
N/A
N/A
2023
5.55%
2.72%
-4.76%
11.52%
2022
-1.74%
-13.51%
-4.20%
11.19%
2021
13.72%
-1.45%
-2.09%
4.59%
2020
-30.12%
20.32%
3.58%
30.03%
2019
13.21%
5.72%
0.61%
7.17%
2018
-1.93%
4.04%
2.40%
-19.53%
2017
5.29%
1.34%
7.05%
6.56%
2016
3.06%
6.56%
9.37%
N/A
Rank in category (by total return)
YTD
24
1-month
43
3-month
2
1-year
42
3-year
19
5-year
40
Load adjusted returns
1-year
10.75%
3-year
3.64%
5-year
8.78%
10-year
8.69%
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