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Harbor Capital Appreciation Fund Investor Class (HCAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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110.84-3.36 (-2.94%)
At close: 08:06AM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return11.20%
5-year average return12.78%
Number of years up15
Number of years down3
Best 1-yr total return (3 Feb 2019)53.87%
Worst 1-yr total return (3 Feb 2019)-37.36%
Best 3-yr total return53.87%
Worst 3-yr total return-10.63%

Trailing returns (%) vs. Benchmarks

ReturnHCAIXCategory
YTD16.21%12.38%
1-month-2.97%5.09%
3-month-0.35%10.28%
1-year21.08%41.70%
3-year29.88%22.56%
5-year20.57%21.98%
10-year19.37%15.99%
Last bull market26.67%25.99%
Last bear market-13.91%-17.29%

Annual total return (%) history

Year
HCAIXCategory
2021
N/AN/A
2020
53.87%35.86%
2019
32.80%31.90%
2018
-1.39%-2.09%
2017
36.08%27.67%
2016
-1.43%3.23%
2015
10.58%3.60%
2014
9.53%10.00%
2013
37.15%33.92%
2012
15.27%15.34%
2011
0.22%-2.46%
2010
11.20%15.53%
2009
41.39%35.68%
2008
-37.36%-40.67%
2007
11.83%13.35%
2006
1.91%7.05%
2005
13.51%6.71%
2004
8.92%7.81%
2003
29.89%28.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-3.48%N/AN/AN/A
2020-11.90%34.15%15.72%12.51%
201917.46%2.92%-2.20%12.31%
20184.24%6.24%6.60%-16.48%
201710.55%5.91%8.51%7.11%
2016-5.58%-1.39%8.06%-2.03%
20155.46%2.78%-5.52%7.98%
2014-0.20%4.48%1.82%3.16%
20136.82%2.25%12.28%11.83%
201218.97%-6.95%5.53%-1.34%
20114.51%3.55%-13.47%7.02%
20102.69%-13.17%11.94%11.40%
2009-0.65%15.15%13.53%8.86%
2008-11.09%2.22%-12.95%-20.82%
20071.12%3.50%6.16%0.65%
20061.14%-7.41%4.48%4.16%
2005-5.60%6.01%7.14%5.88%
20041.14%1.69%-4.22%10.56%
2003-2.38%14.50%4.65%11.04%

Rank in category (by total return)

YTD86
1-month8
3-month6
1-year36
3-year17
5-year13

Load adjusted returns

1-year42.55%
3-year25.82%
5-year26.02%
10-year18.03%