Nasdaq - Delayed Quote USD

Harbor International Core Retirement (HAORX)

15.02
+0.14
+(0.94%)
At close: 8:01:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.16%
5y Average Return 15.03%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 16, 2025) 19.27%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 19.27%
Worst 3Y Total Return 2.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HAORX
Category
YTD
12.49%
9.07%
1-Month
3.74%
-1.09%
3-Month
5.88%
5.12%
1-Year
20.61%
33.76%
3-Year
11.34%
8.50%
5-Year
13.82%
10.08%
10-Year
0.00%
5.80%
Last Bull Market
10.42%
14.90%
Last Bear Market
-13.94%
-23.70%

Annual Total Return (%) History

Year
HAORX
Category
2025
--
--
2024
11.49%
--
2023
13.73%
--
2022
-15.10%
--
2021
19.27%
--
2020
13.40%
9.30%
2019
--
21.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.43% -- -- --
2024 8.72% 0.55% 6.58% -4.31%
2023 3.87% 2.00% -3.21% 10.91%
2022 -5.93% -13.94% -9.16% 15.45%
2021 6.96% 7.76% -0.95% 4.47%
2020 -20.62% 17.59% 5.62% 15.02%
2019 1.50% -2.06% 9.73% --

Rank in Category (By Total Return)

YTD 19
1-Month 48
3-Month 48
1-Year 1
3-Year 13
5-Year 3

Load Adjusted Returns

1-Year 20.61%
3-Year 11.34%
5-Year 13.82%
10-Year --

Performance & Risk

YTD Return 16.16%
5y Average Return 15.03%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Harbor
Net Assets 453.38M
YTD Return 12.49%
Yield 1.96%
Morningstar Rating
Inception Date Mar 01, 2019

Fund Summary

The fund invests at least 80% of its assets in a diversified portfolio of non-U.S. equity securities. It invests primarily in the stocks of foreign companies located in developed markets, but it may also invest up to 15% of its assets in the securities of companies located in emerging markets. The fund invests in stocks across the market capitalization spectrum. The subadvisor manages the fund using an active, quantitative investment strategy.

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