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Harbor Large Cap Value Retirement (HNLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.70+0.29 (+1.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.64%
5-year average return13.02%
Number of years up5
Number of years down2
Best 1-yr total return (30 May 2024)33.03%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return33.03%
Worst 3-yr total return6.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNLVXCategory
YTD2.42%5.31%
1-month-4.64%-4.19%
3-month1.95%3.90%
1-year18.74%20.31%
3-year4.58%6.48%
5-year10.87%11.78%
10-year11.08%10.96%
Last bull market25.62%25.56%
Last bear market-12.36%-15.11%

Annual total return (%) history

Year
HNLVXCategory
2024
N/AN/A
2023
19.83%22.32%
2022
-14.90%-16.96%
2021
25.12%26.07%
2020
14.45%15.83%
2019
33.03%28.78%
2018
-8.95%-6.27%
2017
22.39%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.40%N/AN/AN/A
20233.68%4.36%-3.13%14.31%
2022-7.24%-12.36%-5.33%10.57%
20219.89%6.25%-0.40%7.60%
2020-24.01%20.86%7.86%15.54%
201912.18%6.17%2.68%8.78%
2018-0.80%1.30%3.68%-12.61%
20176.56%3.95%4.23%6.00%
20164.98%5.14%5.33%N/A

Rank in category (by total return)

YTD88
1-month72
3-month85
1-year69
3-year84
5-year73

Load adjusted returns

1-year18.74%
3-year4.58%
5-year10.87%
10-year11.08%