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Harbor Small Cap Value Investor (HISVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.54+0.23 (+0.59%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.40%
5-year average return9.61%
Number of years up16
Number of years down5
Best 1-yr total return (13 May 2024)35.15%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return35.15%
Worst 3-yr total return5.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHISVXCategory
YTD-0.27%20.19%
1-month-4.24%0.02%
3-month3.29%4.36%
1-year11.37%60.18%
3-year0.89%11.32%
5-year7.10%13.88%
10-year8.28%11.19%
Last bull market22.28%27.98%
Last bear market-13.59%-24.08%

Annual total return (%) history

Year
HISVXCategory
2024
N/AN/A
2023
14.67%N/A
2022
-9.87%N/A
2021
14.25%N/A
2020
12.71%10.99%
2019
28.50%23.75%
2018
-16.27%-12.72%
2017
21.19%12.28%
2016
23.04%20.78%
2015
-4.05%-5.38%
2014
7.46%3.79%
2013
35.15%37.39%
2012
13.67%15.46%
2011
2.07%-4.07%
2010
19.82%25.61%
2009
23.40%31.80%
2008
-33.16%-36.56%
2007
-1.82%-1.10%
2006
10.24%15.03%
2005
9.89%6.75%
2004
22.99%18.94%
2003
45.59%43.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.14%N/AN/AN/A
20235.46%2.60%-4.88%11.42%
2022-1.84%-13.59%-4.32%11.06%
202113.61%-1.59%-2.17%4.46%
2020-30.22%20.18%3.47%29.89%
201913.08%5.62%0.50%7.06%
2018-2.03%3.95%2.27%-19.61%
20175.20%1.21%6.96%6.41%
20162.81%2.93%6.43%9.25%
20154.31%-1.54%-11.30%5.32%
20141.55%2.30%-4.96%8.84%
201311.88%2.76%8.87%7.98%
20128.65%-5.26%5.16%5.01%
201110.18%-0.70%-20.63%17.55%
20108.04%-9.28%8.52%12.65%
2009-16.78%20.26%17.23%5.18%
2008-8.64%3.01%-4.81%-25.38%
2007-1.65%4.51%-2.02%-2.51%
20068.70%-3.88%-2.34%8.05%
20052.09%5.34%3.43%-1.20%
20045.59%1.85%1.00%13.23%
2003-4.71%19.75%7.04%19.18%

Rank in category (by total return)

YTD41
1-month4
3-month20
1-year76
3-year42
5-year55

Load adjusted returns

1-year11.37%
3-year0.89%
5-year7.10%
10-year8.28%