香港股市 已收市

Harbor Capital Appreciation Instl (HACAX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
106.45+1.74 (+1.66%)
市場開市。 截至 08:06AM EDT。

表現總覽

晨星回報評級無1
年初至今回報率10.32%
5 年平均回報率15.46%
上升年數28
下跌年數8
1 年最佳總回報率 (2024年5月2日)54.43%
1 年最差總回報 (2024年5月2日)無
3 年最佳總回報率54.43%
3 年最差總回報3.45%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報HACAX類別
年初至今7.97%12.38%
1 個月-5.06%5.09%
3 個月3.59%10.28%
1 年38.63%41.70%
3 年4.75%22.56%
5 年15.04%21.98%
10 年15.20%15.99%
上一個牛市33.95%25.99%
上一個熊市-25.49%-17.29%

年度總回報 (%) 紀錄

年份
HACAX類別
2024
無無
2023
53.74%無
2022
-37.72%無
2021
15.63%無
2020
54.43%35.86%
2019
33.28%31.90%
2018
-1.03%-2.09%
2017
36.59%27.67%
2016
-1.07%3.23%
2015
10.99%3.60%
2014
9.93%10.00%
2013
37.66%33.92%
2012
15.69%15.34%
2011
0.61%-2.46%
2010
11.61%15.53%
2009
41.88%35.68%
2008
-37.13%-40.67%
2007
12.25%13.35%
2006
2.33%7.05%
2005
14.02%6.71%
2004
9.34%7.81%
2003
30.47%28.66%
2002
-30.73%-27.64%
2001
-17.74%-22.30%
2000
-17.00%-13.05%
1999
45.81%38.87%
1998
36.80%34.55%
1997
31.46%26.36%
1996
19.85%19.76%
1995
37.82%32.65%
1994
3.37%-2.45%
1993
12.12%8.69%
1992
9.98%5.92%
1991
54.79%40.07%
1990
-1.81%-3.78%
1989
24.21%27.76%
1988
15.37%12.55%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
202413.72%無無無
202318.31%15.70%-3.42%16.30%
2022-13.60%-25.49%-1.80%-1.49%
2021-3.39%13.53%0.40%5.00%
2020-11.83%34.29%15.83%12.60%
201917.54%3.03%-2.12%12.43%
20184.32%6.35%6.71%-16.40%
201710.64%6.00%8.62%7.22%
2016-5.49%-1.31%8.16%-1.94%
20155.55%2.88%-5.44%8.09%
2014-0.12%4.59%1.91%3.26%
20136.91%2.35%12.38%11.94%
201219.08%-6.87%5.62%-1.23%
20114.63%3.64%-13.39%7.11%
20102.79%-13.07%12.05%11.47%
2009-0.56%15.24%13.67%8.92%
2008-11.02%2.32%-12.86%-20.75%
20071.20%3.61%6.23%0.77%
20061.26%-7.32%4.57%4.28%
2005-5.48%6.13%7.27%5.97%
20041.25%1.80%-4.17%10.69%
2003-2.28%14.63%4.73%11.21%
2002-2.63%-16.48%-17.50%3.25%
2001-16.33%4.40%-19.53%17.03%
200012.81%-7.68%-4.28%-16.74%
199912.08%4.86%-3.29%28.28%
199815.27%5.12%-13.16%30.01%
1997-1.44%19.81%14.63%-2.88%
19964.54%4.13%3.56%6.31%
199510.17%15.86%8.58%-0.56%
1994-2.87%-4.78%9.58%2.00%
19930.19%1.02%5.56%4.95%
1992-2.23%-5.08%4.21%13.72%
199123.53%-5.40%11.73%18.55%
1990-1.62%11.89%-20.59%12.33%
19896.24%7.24%11.76%-2.45%
19887.75%7.28%-1.89%1.73%

類別排名 (按總回報率)

年初至今33
1 個月68
3 個月58
1 年6
3 年53
5 年21

費用調整後回報率

1 年38.63%
3 年4.75%
5 年15.04%
10 年15.20%