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Harbor Mid Cap Value Instl (HAMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.56+0.19 (+0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.14%
5-year average return8.89%
Number of years up14
Number of years down7
Best 1-yr total return (21 Apr 2024)44.06%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return44.06%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHAMVXCategory
YTD10.53%21.28%
1-month7.61%-1.96%
3-month10.53%4.90%
1-year27.49%55.83%
3-year9.79%11.08%
5-year10.66%11.93%
10-year7.74%10.64%
Last bull market54.12%25.54%
Last bear market-12.34%-22.08%

Annual total return (%) history

Year
HAMVXCategory
2024
N/AN/A
2023
16.33%N/A
2022
-5.55%N/A
2021
29.97%N/A
2020
-3.78%2.63%
2019
22.90%25.18%
2018
-17.68%-12.86%
2017
11.96%13.22%
2016
18.99%18.06%
2015
-5.62%-5.41%
2014
14.15%9.31%
2013
44.06%35.14%
2012
19.16%16.60%
2011
-3.76%-3.96%
2010
20.60%21.92%
2009
39.98%35.41%
2008
-37.05%-36.77%
2007
-6.52%0.83%
2006
15.91%15.87%
2005
10.15%8.82%
2004
15.45%17.85%
2003
22.16%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.53%N/AN/AN/A
20230.85%5.36%-2.18%11.93%
2022-0.70%-12.34%-4.74%13.91%
202119.26%4.81%-3.15%7.36%
2020-39.73%21.95%6.06%23.43%
201912.47%0.94%0.89%7.31%
2018-2.42%1.00%1.08%-17.36%
20173.02%-0.13%2.98%5.67%
20162.70%-1.03%6.09%10.35%
20153.29%-2.11%-8.70%2.24%
20144.62%4.41%-2.59%7.27%
201315.17%4.44%6.95%11.99%
201213.09%-5.35%7.08%3.96%
20117.54%-1.20%-21.85%15.91%
20109.30%-11.41%11.83%11.38%
2009-14.10%23.48%25.00%5.58%
2008-9.49%-5.52%-2.68%-24.36%
20074.13%4.90%-7.49%-7.49%
20065.96%-0.08%0.79%8.62%
20050.71%3.81%4.61%0.72%
20043.88%1.82%-1.52%10.84%
2003-8.77%15.30%3.07%12.67%
2002-6.72%-20.28%10.31%N/A

Rank in category (by total return)

YTD13
1-month6
3-month13
1-year17
3-year23
5-year48

Load adjusted returns

1-year27.49%
3-year9.79%
5-year10.66%
10-year7.74%