HCAIX
Harbor Capital Appreciation-Inv
$101.09
-0.08 (-0.08%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Growth |
---|---|
Market Cap | 28911.84M |
52 Week High | 102.27 |
52 Week Low | 65.61 |
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Key Data
Symbol | HCAIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 101.09 |
Price Yesterday | 101.17 |
Market Cap | 28,911.84 |
YTD Return | 13.75% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0103 |
Overview
52 Week High | 102.27 |
---|---|
52 Week Low | 65.61 |
Market Cap | 28,911.84M |
Shares Outstanding | 286.00M |
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 | -18.09% |
---|---|
Five Days | -20.87% |
One Months | 14.46% |
Three Months | 65.70% |
Six Months | 79.93% |
Nine Months | 41.84% |
One Year | 53.37% |
Three Years | 9.47% |
Five Years | 17.09% |
Ten Years | 15.23% |
YTD | 71.88% |
Since Inception | 11.85% |
Returns Total
One Day | -0.08% |
---|---|
Five Days | -0.46% |
One Month | 1.13% |
Three Months | 13.22% |
Six Months | 33.79% |
Nine Months | 29.94% |
One Year | 53.31% |
Three Years | 31.09% |
Five Years | 119.76% |
Ten Years | 311.42% |
YTD | 13.75% |
Since Inception | 990.98% |
Yearly Returns
2024 | 13.75% |
---|---|
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 | 8.10% |
---|---|
Beta | 1.39 |
Correlation | 92.57% |
Downside Deviation | 3.17% |
Coefficient of determination | 85.70% |
Standard Deviation | 5.04% |
Sharpe Ratio | 1.1 |
Sortino | 6.09 |
Treynor | 34.67 |
Ulcer Index | 3.16 |
Ulcer Performance Index | 6.09 |