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Harbor Capital Appreciation Fund;Institutional

Ranked 69 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.6% 6.0% 8.6%
2016 -1.1% -5.5% -1.3% 8.2% -1.9%
2015 11.0% 5.6% 2.9% -5.4% 8.1%
2014 9.9% -0.1% 4.6% 1.9% 3.3%
2013 37.7% 6.9% 2.4% 12.4% 11.9%
2012 15.7% 19.1% -6.9% 5.6% -1.2%
2011 0.6% 4.6% 3.6% -13.4% 7.1%
2010 11.6% 2.8% -13.1% 12.1% 11.5%
2009 41.9% -0.6% 15.2% 13.7% 8.9%
2008 -37.1% -11.0% 2.3% -12.9% -20.8%
2007 12.3% 1.2% 3.6% 6.2% 0.8%
2006 2.3% 1.3% -7.3% 4.6% 4.3%
2005 14.0% -5.5% 6.1% 7.3% 6.0%
2004 9.3% 1.3% 1.8% -4.2% 10.7%
2003 30.5% -2.3% 14.6% 4.7% 11.2%
2002 -30.7% -2.6% -16.5% -17.5% 3.3%
2001 -17.7% -16.3% 4.4% -19.5% 17.0%
2000 -17.0% 12.8% -7.7% -4.3% -16.7%
1999 45.5% 12.1% 4.9% -3.3% 28.0%
1998 36.8% 15.3% 5.1% -13.2% 30.0%
1997 31.5% -1.4% 19.8% 14.6% -2.9%
1996 19.9% 4.5% 4.1% 3.6% 6.3%
1995 -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Peru
  3. United States

Fund Info

  • Launch date29/12/1987
  • Share Class size23,883Mn
  • Base currencyUSD
  • ISIN US4115115044

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.56%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).