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Harbor Mid Cap Value Retirement (HNMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.18-0.09 (-0.34%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.78%
5-year average return10.49%
Number of years up4
Number of years down3
Best 1-yr total return (19 May 2024)30.09%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return30.09%
Worst 3-yr total return-0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNMVXCategory
YTD4.49%21.28%
1-month-5.51%-1.96%
3-month5.53%4.90%
1-year21.27%55.83%
3-year6.18%11.08%
5-year8.57%11.93%
10-year7.20%10.64%
Last bull market29.49%25.54%
Last bear market-12.34%-22.08%

Annual total return (%) history

Year
HNMVXCategory
2024
N/AN/A
2023
16.42%N/A
2022
-5.50%N/A
2021
30.09%N/A
2020
-3.71%2.63%
2019
23.03%25.18%
2018
-17.61%-12.86%
2017
12.03%13.22%
2016
N/A18.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.58%N/AN/AN/A
20230.89%5.40%-2.18%11.92%
2022-0.66%-12.34%-4.74%13.92%
202119.27%4.86%-3.11%7.36%
2020-39.75%22.04%6.06%23.46%
201912.53%0.94%0.94%7.31%
2018-2.38%1.00%1.12%-17.37%
20173.07%-0.13%3.03%5.64%
2016-1.03%6.09%10.35%N/A

Rank in category (by total return)

YTD19
1-month64
3-month22
1-year13
3-year23
5-year49

Load adjusted returns

1-year21.27%
3-year6.18%
5-year8.57%
10-year7.20%