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Harbor Core Plus Institutional (HABDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.99+0.01 (+0.10%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.72%
5-year average return0.73%
Number of years up30
Number of years down6
Best 1-yr total return (23 May 2024)13.84%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return13.84%
Worst 3-yr total return-2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHABDXCategory
YTD-2.51%-0.61%
1-month-2.30%0.77%
3-month-2.52%1.99%
1-year-0.07%3.06%
3-year-2.95%5.69%
5-year0.52%3.75%
10-year1.65%3.84%
Last bull market8.48%4.61%
Last bear market-5.41%1.87%

Annual total return (%) history

Year
HABDXCategory
2024
N/AN/A
2023
6.70%N/A
2022
-13.22%N/A
2021
-0.64%N/A
2020
8.88%8.06%
2019
8.43%8.94%
2018
-0.20%-0.61%
2017
4.90%4.27%
2016
3.24%3.86%
2015
0.23%-0.45%
2014
4.78%5.42%
2013
-1.46%-0.90%
2012
9.32%7.76%
2011
3.48%6.27%
2010
7.96%8.51%
2009
13.84%15.12%
2008
3.34%-3.86%
2007
8.69%5.62%
2006
3.91%4.48%
2005
2.57%2.09%
2004
5.47%4.59%
2003
5.30%6.32%
2002
10.63%8.44%
2001
9.03%7.84%
2000
11.34%10.08%
1999
-0.32%-1.06%
1998
9.56%7.25%
1997
9.39%9.73%
1996
4.94%4.19%
1995
19.15%19.51%
1994
-3.76%-4.27%
1993
12.41%11.26%
1992
9.11%7.60%
1991
19.65%17.56%
1990
7.94%6.74%
1989
13.68%12.07%
1988
7.17%8.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.22%N/AN/AN/A
20233.41%-0.35%-3.01%6.76%
2022-5.74%-5.41%-4.35%1.74%
2021-2.76%2.15%0.17%-0.13%
20201.91%4.20%1.50%1.01%
20193.00%3.08%2.30%-0.18%
2018-1.24%-0.35%0.24%1.16%
20171.53%1.62%1.77%-0.10%
20162.05%2.16%1.37%-2.32%
20152.10%-1.60%-0.30%0.06%
20141.20%2.26%-0.37%1.63%
20130.67%-3.33%1.04%0.22%
20122.55%2.40%3.19%0.89%
20111.17%1.89%-1.44%1.85%
20102.53%3.02%3.36%-1.12%
20090.81%5.97%5.45%1.05%
20083.26%-1.32%-3.56%5.16%
20071.53%-1.33%4.37%3.96%
2006-0.42%-0.27%3.76%0.84%
2005-0.37%3.01%-0.40%0.35%
20042.65%-2.04%3.60%1.24%
20032.37%2.62%-0.31%0.55%
20021.10%2.97%3.47%2.70%
20012.69%-0.30%5.83%0.62%
20002.17%1.74%2.54%4.47%
19990.12%-1.13%0.71%-0.02%
19981.50%2.49%4.93%0.38%
1997-0.70%3.86%3.32%2.66%
1996-2.10%0.90%2.46%3.68%
19954.18%5.33%3.00%5.42%
1994-3.13%-1.43%1.16%-0.36%
19934.64%3.36%3.03%0.88%
1992-0.89%4.40%4.62%0.79%
19912.66%1.69%8.49%5.65%
1990-1.15%3.33%0.03%5.65%
19891.45%7.11%0.82%3.76%
19882.01%1.79%2.10%1.09%

Rank in category (by total return)

YTD40
1-month34
3-month39
1-year43
3-year33
5-year32

Load adjusted returns

1-year-0.07%
3-year-2.95%
5-year0.52%
10-year1.65%