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Harbor Large Cap Value Admin (HRLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.51+0.25 (+1.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.56%
5-year average return10.96%
Number of years up17
Number of years down4
Best 1-yr total return (2 May 2024)32.55%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.55%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRLVXCategory
YTD2.37%14.84%
1-month-4.67%1.65%
3-month1.90%7.55%
1-year18.32%40.47%
3-year4.25%16.77%
5-year10.50%16.15%
10-year10.71%13.21%
Last bull market25.49%24.09%
Last bear market-12.44%-17.61%

Annual total return (%) history

Year
HRLVXCategory
2024
N/AN/A
2023
19.36%N/A
2022
-15.16%N/A
2021
24.62%N/A
2020
14.14%15.83%
2019
32.55%28.78%
2018
-9.26%-6.27%
2017
21.94%20.44%
2016
16.83%10.37%
2015
2.49%-1.07%
2014
10.34%10.96%
2013
29.77%31.50%
2012
21.02%14.96%
2011
-0.15%-1.27%
2010
8.21%14.01%
2009
17.03%28.17%
2008
-33.41%-37.79%
2007
5.86%6.16%
2006
15.83%14.17%
2005
5.12%5.88%
2004
14.63%10.02%
2003
27.85%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.39%N/AN/AN/A
20233.54%4.33%-3.21%14.16%
2022-7.32%-12.44%-5.38%10.49%
20219.72%6.17%-0.49%7.51%
2020-24.05%20.81%7.72%15.48%
201912.09%6.07%2.62%8.64%
2018-0.87%1.21%3.61%-12.71%
20176.48%3.82%4.17%5.89%
20160.71%4.91%5.14%5.18%
20153.27%1.83%-7.65%5.52%
20143.88%4.80%-2.20%3.63%
201310.88%-0.17%8.02%8.53%
201212.65%-3.81%7.30%4.08%
20115.30%0.33%-14.75%10.87%
20103.54%-12.49%9.89%8.69%
2009-13.54%14.30%12.67%5.11%
2008-5.62%-4.32%-6.53%-21.11%
2007-2.18%7.04%3.49%-2.31%
20062.41%-0.64%5.27%8.13%
20051.41%2.08%1.48%0.07%
20042.79%1.57%-1.27%11.21%
2003-3.36%15.81%2.78%11.15%

Rank in category (by total return)

YTD88
1-month74
3-month86
1-year72
3-year86
5-year78

Load adjusted returns

1-year18.32%
3-year4.25%
5-year10.50%
10-year10.71%