Nasdaq - Delayed Quote USD

Harbor Capital Appreciation Inv (HCAIX)

96.48 +1.83 (+1.93%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.56%
5y Average Return 14.84%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 53.87%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 53.87%
Worst 3Y Total Return 3.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCAIX
Category
YTD
13.62%
12.38%
1-Month
0.65%
5.09%
3-Month
13.62%
10.28%
1-Year
47.25%
41.70%
3-Year
8.84%
22.56%
5-Year
16.70%
21.98%
10-Year
15.10%
15.99%
Last Bull Market
37.19%
25.99%
Last Bear Market
-25.54%
-17.29%

Annual Total Return (%) History

Year
HCAIX
Category
2024
--
--
2023
53.20%
--
2022
-37.94%
--
2021
15.21%
--
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
2024 13.62% -- -- --
2023 18.20% 15.60% -3.51% 16.19%
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%
2019 17.46% 2.92% -2.20% 12.31%
2018 4.24% 6.24% 6.60% -16.48%
2017 10.55% 5.91% 8.51% 7.11%
2016 -5.58% -1.39% 8.06% -2.03%
2015 5.46% 2.78% -5.52% 7.98%

2014 -0.20% 4.48% 1.82% 3.16%
2013 6.82% 2.25% 12.28% 11.83%
2012 18.97% -6.95% 5.53% -1.34%
2011 4.51% 3.55% -13.47% 7.02%
2010 2.69% -13.17% 11.94% 11.40%
2009 -0.65% 15.15% 13.53% 8.86%
2008 -11.09% 2.22% -12.95% -20.82%
2007 1.12% 3.50% 6.16% 0.65%
2006 1.14% -7.41% 4.48% 4.16%
2005 -5.60% 6.01% 7.14% 5.88%
2004 1.14% 1.69% -4.22% 10.56%
2003 -2.38% 14.50% 4.65% 11.04%

Rank in Category (By Total Return)

YTD 30
1-Month 96
3-Month 30
1-Year 6
3-Year 52
5-Year 26

Load Adjusted Returns

1-Year 47.25%
3-Year 8.84%
5-Year 16.70%
10-Year 15.10%

Performance & Risk

YTD Return 8.56%
5y Average Return 14.84%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Harbor
Net Assets 28.84B
YTD Return 13.62%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 1987

Fund Summary

The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadvisor considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

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