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Harbor Large Cap Value Retirement (HNLVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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22.27
+0.06
(+0.27%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.63%
5-year average return
11.33%
Number of years up
5
Number of years down
2
Best 1-yr total return (25 Apr 2024)
33.03%
Worst 1-yr total return (25 Apr 2024)
N/A
Best 3-yr total return
33.03%
Worst 3-yr total return
6.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
HNLVX
Category
YTD
7.40%
14.84%
1-month
3.70%
1.65%
3-month
7.40%
7.55%
1-year
24.13%
40.47%
3-year
7.64%
16.77%
5-year
13.21%
16.15%
10-year
11.54%
13.21%
Last bull market
41.65%
24.09%
Last bear market
-12.36%
-17.61%
Annual total return (%) history
Year
HNLVX
Category
2024
N/A
N/A
2023
19.83%
N/A
2022
-14.90%
N/A
2021
25.12%
N/A
2020
14.45%
15.83%
2019
33.03%
28.78%
2018
-8.95%
-6.27%
2017
22.39%
20.44%
2016
N/A
10.37%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.40%
N/A
N/A
N/A
2023
3.68%
4.36%
-3.13%
14.31%
2022
-7.24%
-12.36%
-5.33%
10.57%
2021
9.89%
6.25%
-0.40%
7.60%
2020
-24.01%
20.86%
7.86%
15.54%
2019
12.18%
6.17%
2.68%
8.78%
2018
-0.80%
1.30%
3.68%
-12.61%
2017
6.56%
3.95%
4.23%
6.00%
2016
4.98%
5.14%
5.33%
N/A
Rank in category (by total return)
YTD
87
1-month
28
3-month
87
1-year
75
3-year
87
5-year
66
Load adjusted returns
1-year
24.13%
3-year
7.64%
5-year
13.21%
10-year
11.54%
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