HRCAX - Harbor Capital Appreciation Admin

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return6.30%
5-Year Average Return13.17%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Oct 30, 2018)41.53%
Worst 1 Yr Total Return (Oct 30, 2018)-37.30%
Best 3-Yr Total Return41.53%
Worst 3-Yr Total Return-10.51%

Trailing Returns (%) Vs. Benchmarks

ReturnHRCAXCategory
YTD6.30%5.30%
1-Month-10.04%-9.01%
3-Month-5.08%-4.53%
1-Year9.16%8.70%
3-Year12.45%11.25%
5-Year13.17%11.05%
10-Year15.12%13.73%
Last Bull Market26.75%25.50%
Last Bear Market-13.87%-17.16%

Annual Total Return (%) History

Year
HRCAXCategory
2018
N/AN/A
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
20184.26%6.28%6.64%N/A
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)

YTD41
1-Month78
3-Month63
1-Year45
3-Year31
5-Year19

Load Adjusted Returns

1-Year9.16%
3-Year12.45%
5-Year13.17%
10-Year15.12%