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Harbor Capital Appreciation Retirement (HNACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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121.36+1.39 (+1.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.42%
5-year average return18.41%
Number of years up5
Number of years down2
Best 1-yr total return (4 July 2024)54.56%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return54.56%
Worst 3-yr total return3.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNACXCategory
YTD21.17%12.38%
1-month6.68%5.09%
3-month6.52%10.28%
1-year36.14%41.70%
3-year7.01%22.56%
5-year18.00%21.98%
10-year15.81%15.99%
Last bull market33.99%25.99%
Last bear market-25.46%-17.29%

Annual total return (%) history

Year
HNACXCategory
2024
N/AN/A
2023
53.86%N/A
2022
-37.67%N/A
2021
15.74%N/A
2020
54.56%35.86%
2019
33.39%31.90%
2018
-0.96%-2.09%
2017
36.68%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.75%6.52%N/AN/A
202318.32%15.74%-3.40%16.31%
2022-13.59%-25.46%-1.80%-1.46%
2021-3.37%13.55%0.43%5.02%
2020-11.80%34.30%15.86%12.62%
201917.59%3.05%-2.11%12.45%
20184.35%6.36%6.72%-16.39%
201710.67%6.02%8.64%7.24%
2016-1.29%8.16%-1.92%N/A

Rank in category (by total return)

YTD31
1-month20
3-month40
1-year17
3-year53
5-year18

Load adjusted returns

1-year36.14%
3-year7.01%
5-year18.00%
10-year15.81%