Singapore markets closed

Harbor Small Cap Value Instl (HASCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.95+0.10 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.99%
5-year average return7.92%
Number of years up16
Number of years down6
Best 1-yr total return (25 Apr 2024)35.60%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return35.60%
Worst 3-yr total return5.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHASCXCategory
YTD4.23%20.19%
1-month4.31%0.02%
3-month4.23%4.36%
1-year13.65%60.18%
3-year3.05%11.32%
5-year9.91%13.88%
10-year8.88%11.19%
Last bull market41.11%27.98%
Last bear market-13.51%-24.08%

Annual total return (%) history

Year
HASCXCategory
2024
N/AN/A
2023
15.07%N/A
2022
-9.53%N/A
2021
14.67%N/A
2020
13.14%10.99%
2019
28.96%23.75%
2018
-15.97%-12.72%
2017
21.61%12.28%
2016
23.48%20.78%
2015
-3.66%-5.38%
2014
7.88%3.79%
2013
35.60%37.39%
2012
14.16%15.46%
2011
2.38%-4.07%
2010
20.36%25.61%
2009
23.78%31.80%
2008
-32.89%-36.56%
2007
-1.44%-1.10%
2006
10.66%15.03%
2005
10.33%6.75%
2004
23.58%18.94%
2003
45.69%43.41%
2002
-4.94%-16.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.23%N/AN/AN/A
20235.52%2.70%-4.76%11.49%
2022-1.76%-13.51%-4.23%11.18%
202113.70%-1.48%-2.11%4.57%
2020-30.15%20.29%3.58%30.00%
201913.18%5.73%0.58%7.16%
2018-1.93%4.02%2.38%-19.53%
20175.26%1.34%7.02%6.52%
20162.83%3.07%6.52%9.38%
20154.42%-1.47%-11.21%5.46%
20141.68%2.38%-4.87%8.94%
201312.00%2.84%8.98%8.04%
20128.80%-5.19%5.28%5.12%
201110.21%-0.56%-20.59%17.63%
20108.14%-9.17%8.60%12.83%
2009-16.74%20.47%17.29%5.21%
2008-8.54%3.13%-4.79%-25.27%
2007-1.54%4.59%-1.90%-2.44%
20068.83%-3.80%-2.26%8.15%
20052.19%5.41%3.56%-1.09%
20045.72%1.97%1.12%13.36%
2003-4.71%19.75%7.04%19.26%
20026.99%-6.79%-12.06%8.40%

Rank in category (by total return)

YTD72
1-month26
3-month72
1-year86
3-year53
5-year44

Load adjusted returns

1-year13.65%
3-year3.05%
5-year9.91%
10-year8.88%