HCAIX
Harbor Capital Appreciation-Inv
$111.30
0.03 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 30945.742M |
| 52 Week High | 111.3 |
| 52 Week Low | 73.54 |
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Key Data
| Symbol | HCAIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 111.3 |
| Price Yesterday | 111.27 |
| Market Cap | 30,945.74 |
| YTD Return | 25.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0104 |
Overview
| 52 Week High | 111.30 |
|---|---|
| 52 Week Low | 73.54 |
| Market Cap | 30,945.74M |
| Shares Outstanding | 278.04M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 7.04% |
|---|---|
| Five Days | 296.89% |
| One Months | 135.28% |
| Three Months | 53.77% |
| Six Months | 59.52% |
| Nine Months | 60.76% |
| One Year | 42.38% |
| Three Years | 7.13% |
| Five Years | 17.95% |
| Ten Years | 15.74% |
| YTD | 54.76% |
| Since Inception | 12.19% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | 2.77% |
| One Month | 7.02% |
| Three Months | 11.16% |
| Six Months | 25.81% |
| Nine Months | 42.18% |
| One Year | 42.33% |
| Three Years | 22.81% |
| Five Years | 127.76% |
| Ten Years | 329.86% |
| YTD | 25.24% |
| Since Inception | 1101.30% |
Yearly Returns
| 2024 | 25.24% |
|---|---|
| 2023 | 53.20% |
| 2022 | -37.94% |
| 2021 | 15.21% |
| 2020 | 53.87% |
| 2019 | 32.80% |
| 2018 | -1.39% |
| 2017 | 36.08% |
| 2016 | -1.43% |
| 2015 | 10.58% |
Risk against SP-DA
| Alpha | 3.06% |
|---|---|
| Beta | 1.45 |
| Correlation | 94.06% |
| Downside Deviation | 3.34% |
| Coefficient of determination | 88.48% |
| Standard Deviation | 4.97% |
| Sharpe Ratio | 0.79 |
| Sortino | 4.1 |
| Treynor | 25.44 |
| Ulcer Index | 3.51 |
| Ulcer Performance Index | 3.89 |