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Harbor Capital Appreciation Admin (HRCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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99.97-0.42 (-0.42%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.16%
5-year average return14.97%
Number of years up17
Number of years down4
Best 1-yr total return (23 Apr 2024)54.05%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return54.05%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRCAXCategory
YTD13.65%12.38%
1-month0.65%5.09%
3-month13.65%10.28%
1-year47.42%41.70%
3-year8.96%22.56%
5-year16.84%21.98%
10-year15.24%15.99%
Last bull market37.32%25.99%
Last bear market-25.52%-17.29%

Annual total return (%) history

Year
HRCAXCategory
2024
N/AN/A
2023
53.33%N/A
2022
-37.87%N/A
2021
15.35%N/A
2020
54.05%35.86%
2019
32.95%31.90%
2018
-1.28%-2.09%
2017
36.25%27.67%
2016
-1.31%3.23%
2015
10.72%3.60%
2014
9.65%10.00%
2013
37.30%33.92%
2012
15.42%15.34%
2011
0.33%-2.46%
2010
11.36%15.53%
2009
41.53%35.68%
2008
-37.30%-40.67%
2007
11.98%13.35%
2006
2.09%7.05%
2005
13.73%6.71%
2004
9.08%7.81%
2003
30.45%28.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.65%N/AN/AN/A
202318.22%15.63%-3.48%16.22%
2022-13.66%-25.52%-1.88%-1.54%
2021-3.44%13.45%0.34%4.93%
2020-11.88%34.22%15.75%12.53%
201917.48%2.97%-2.18%12.35%
20184.26%6.28%6.64%-16.46%
201710.59%5.93%8.55%7.15%
2016-5.54%-1.37%8.10%-2.00%
20155.49%2.83%-5.50%8.02%
2014-0.18%4.52%1.84%3.20%
20136.83%2.30%12.31%11.86%
201219.02%-6.92%5.54%-1.28%
20114.54%3.58%-13.43%7.03%
20102.74%-13.13%11.98%11.43%
2009-0.65%15.21%13.58%8.86%
2008-11.08%2.27%-12.95%-20.79%
20071.14%3.54%6.18%0.70%
20061.20%-7.38%4.49%4.23%
2005-5.52%6.03%7.19%5.92%
20041.22%1.73%-4.21%10.60%
2003-2.28%14.63%4.73%11.19%

Rank in category (by total return)

YTD30
1-month95
3-month30
1-year5
3-year52
5-year24

Load adjusted returns

1-year47.42%
3-year8.96%
5-year16.84%
10-year15.24%