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Harbor Capital Appreciation Inv (HCAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
76.35-1.86 (-2.38%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return34.82%
5-Year Average Return10.65%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Sep 19, 2023)53.87%
Worst 1 Yr Total Return (Sep 19, 2023)N/A
Best 3-Yr Total Return53.87%
Worst 3-Yr Total Return-0.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHCAIXCategory
YTD34.82%12.38%
1-Month2.10%5.09%
3-Month-0.62%10.28%
1-Year22.76%41.70%
3-Year4.23%22.56%
5-Year10.65%21.98%
10-Year13.33%15.99%
Last Bull Market37.19%25.99%
Last Bear Market-25.54%-17.29%

Annual Total Return (%) History

Year
HCAIXCategory
2023
N/AN/A
2022
-37.94%N/A
2021
15.21%N/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
202318.20%15.60%N/AN/A
2022-13.68%-25.54%-1.90%-1.58%
2021-3.48%13.43%0.31%4.91%
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)

YTD8
1-Month44
3-Month39
1-Year11
3-Year80
5-Year37

Load Adjusted Returns

1-Year24.75%
3-Year1.97%
5-Year11.38%
10-Year14.52%
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