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Harbor Small Cap Growth Fund Investor Class: (MF: HISGX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$11.08 USD
+0.12 (1.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.74 | 48 |
| 3 months | -5.66 | 88 |
| 6 months | 2.74 | 48 |
| 1 Year | 8.70 | 64 |
| 3 Year | -1.27 | 61 |
| 5 Year | 9.23 | 27 |
| 10 Year | 9.22 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.67 |
| Bull Market (2/09 - 3/21) | 678.58 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 8.70 |
| 5 Year | 9.23 |
| 10 Year | 9.22 |
| Since Inception | 10.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.91 | -5.66 | NA | NA |
| 2023 | 7.62 | 6.86 | -6.11 | 12.69 |
| 2022 | -12.23 | -18.10 | -0.92 | 4.17 |
| 2021 | 3.71 | 1.66 | -0.50 | 4.28 |
| 2020 | -23.80 | 31.78 | 10.88 | 23.73 |
| 2019 | 21.53 | 4.90 | -1.70 | 13.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.74 | 21.69 | -25.81 | 9.40 | 37.78 | 41.79 | -10.95 | 24.22 | 5.82 | -1.75 | 7.90 |
| % Total Return Rel to Index | -12.56 | -4.55 | -7.60 | -19.28 | 19.38 | 10.30 | -6.56 | 2.42 | -6.11 | -3.14 | -5.74 |
| % Total Return Rel to Peer | -0.48 | 5.61 | -6.29 | -9.91 | 18.78 | 16.36 | -0.18 | 8.62 | -10.12 | 2.97 | 5.22 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.52 | 4.22 | 1.29 | 0.47 | 2.77 | 1.46 | 0.06 | 1.58 | 2.32 |
| Expense Ratio | 0.00 | 1.24 | 1.23 | 1.23 | 1.25 | 1.24 | 1.23 | 1.22 | 1.22 | 1.20 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%