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Harbor Capital Appreciation Fund Insti Cl: (MF: HACAX)
(NASDAQ Mutual Funds) As of Feb 11, 2026 05:59 PM ET
$111.35 USD
-0.45 (-0.40%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.16 | 93 |
| 3 months | -5.20 | 91 |
| 6 months | 1.52 | 83 |
| 1 Year | 7.97 | 66 |
| 3 Year | 26.35 | 7 |
| 5 Year | 10.26 | 60 |
| 10 Year | 17.09 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.72 |
| Bear Market (10/07 - 2/09) | -43.96 |
| Bull Market (2/09 - 3/21) | 1,380.02 |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 13.95 |
| 5 Year | 10.48 |
| 10 Year | 16.31 |
| Since Inception | 12.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.07 | 19.58 | 5.11 | 0.81 |
| 2024 | 13.72 | 6.49 | 1.41 | 6.21 |
| 2023 | 18.30 | 15.70 | -3.42 | 16.29 |
| 2022 | -13.59 | -25.48 | -1.80 | -1.49 |
| 2021 | -3.38 | 13.52 | 0.40 | 5.00 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.16 | 13.95 | 30.45 | 53.74 | -37.72 | 15.63 | 54.42 | 33.27 | -1.02 | 36.60 | -1.06 |
| % Total Return Rel to Index | 0.00 | -4.26 | 5.43 | 27.49 | -19.51 | -13.04 | 36.02 | 1.78 | 3.36 | 14.80 | -13.00 |
| % Total Return Rel to Peer | 0.00 | 1.24 | 11.06 | 30.74 | -18.02 | -6.42 | 34.50 | 4.84 | 5.83 | 15.92 | -8.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.14 | 0.11 | 0.06 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.20 | 0.13 | 0.09 |
| Capital Gains ($) | 0.00 | 13.12 | 12.36 | 0.00 | 0.00 | 18.79 | 12.76 | 6.67 | 6.65 | 7.92 | 3.49 |
| Expense Ratio | 0.00 | 0.67 | 0.67 | 0.67 | 0.66 | 0.65 | 0.66 | 0.66 | 0.65 | 0.65 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%