HNACX
Harbor Capital Appreciation Fund Retirement Class
Mutual fund
$130.45+1.34 (+1.04%)Close Oct 2, 2026
Mar 1, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,409
- CAGR
- +17.55%
- Max drawdown
- −43.46%
- Sharpe ratio
- 0.82
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.01%
- 3M
- +6.03%
- 6M
- +23.78%
- YTD
- +11.29%
- 1Y
- +11.44%
- 3Y
- +24.11%
- 5Y
- +10.53%
- 10Y
- +17.55%
- Since 2016
- +17.55%
Metrics
Since 2016| Volatility | 22.93% |
|---|---|
| Sortino ratio | 1.16 |
| Calmar ratio | 0.40 |
| Best year, 2020 | +54.82% |
| Worst year, 2022 | −37.67% |
| Positive years | 7 of 9 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.5% | Nov 2021 | Dec 2022 | Feb 2024 | 2.3 years |
| −31.3% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −24.1% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −23.2% | Oct 2018 | Dec 2018 | Apr 2019 | 6 months |
| −17.9% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2016 from Mar 1 · 2026 through Oct 2