Harbor Small Cap Growth Fund Insti Cl: (MF: HASGX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$14.13 USD
-0.06 (-0.42%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.87 | 46 |
3 months | -5.61 | 87 |
6 months | 2.87 | 46 |
1 Year | 9.09 | 60 |
3 Year | -0.92 | 58 |
5 Year | 9.62 | 21 |
10 Year | 9.62 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 129.05 |
Bear Market (10/07 - 2/09) | -49.40 |
Bull Market (2/09 - 3/21) | 723.06 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 9.09 |
5 Year | 9.62 |
10 Year | 9.62 |
Since Inception | 10.34 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.99 | -5.61 | NA | NA |
2023 | 7.75 | 6.94 | -6.01 | 12.82 |
2022 | -12.13 | -17.98 | -0.91 | 4.29 |
2021 | 3.83 | 1.76 | -0.47 | 4.37 |
2020 | -23.69 | 31.89 | 10.98 | 23.85 |
2019 | 21.61 | 5.11 | -1.62 | 13.17 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.87 | 22.20 | -25.52 | 9.77 | 38.35 | 42.33 | -10.70 | 24.63 | 6.21 | -1.32 | 8.28 |
% Total Return Rel to Index | -12.43 | -4.04 | -7.32 | -18.90 | 19.94 | 10.84 | -6.31 | 2.83 | -5.72 | -2.71 | -5.35 |
% Total Return Rel to Peer | -0.35 | 6.12 | -6.00 | -9.53 | 19.35 | 16.90 | 0.07 | 9.03 | -9.73 | 3.39 | 5.61 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.52 | 4.22 | 1.29 | 0.48 | 2.77 | 1.46 | 0.06 | 1.58 | 2.32 |
Expense Ratio | 0.00 | 0.88 | 0.87 | 0.86 | 0.88 | 0.87 | 0.86 | 0.85 | 0.85 | 0.83 | 0.83 |
* 1 = Top 20%, 5 = Bottom 20%