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Harbor Small Cap Growth Instl (HASGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.53-0.01 (-0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.34%
5-year average return10.99%
Number of years up17
Number of years down6
Best 1-yr total return (30 May 2024)44.78%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return44.78%
Worst 3-yr total return-0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHASGXCategory
YTD0.15%12.40%
1-month-8.11%3.37%
3-month1.15%4.88%
1-year14.16%55.69%
3-year-2.40%19.34%
5-year9.26%20.72%
10-year9.83%13.98%
Last bull market34.44%27.85%
Last bear market-17.99%-24.06%

Annual total return (%) history

Year
HASGXCategory
2024
N/AN/A
2023
22.20%N/A
2022
-25.53%N/A
2021
9.77%N/A
2020
38.39%38.62%
2019
42.33%27.68%
2018
-10.74%-5.76%
2017
24.60%21.50%
2016
6.22%11.20%
2015
-1.31%-2.41%
2014
8.28%2.44%
2013
44.78%40.91%
2012
14.47%13.15%
2011
-7.66%-3.55%
2010
31.69%26.98%
2009
40.08%35.46%
2008
-40.42%-41.55%
2007
13.64%7.59%
2006
10.87%10.81%
2005
5.64%6.02%
2004
11.15%12.41%
2003
44.39%45.54%
2002
-20.07%-27.88%
2001
2.29%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.99%N/AN/AN/A
20237.76%6.94%-6.01%12.83%
2022-12.13%-17.99%-0.91%4.29%
20213.84%1.77%-0.47%4.37%
2020-23.69%31.89%10.98%23.89%
201921.62%5.11%-1.62%13.17%
20183.89%3.94%7.46%-23.07%
20178.01%3.63%4.07%6.97%
2016-7.22%2.95%8.34%2.64%
20158.32%1.27%-14.18%4.83%
20142.08%-0.13%-2.23%8.64%
201315.11%4.33%8.43%11.19%
201211.49%-4.95%6.33%1.59%
20117.38%0.29%-25.90%15.72%
20109.60%-8.94%14.09%15.66%
2009-7.91%19.58%18.77%7.10%
2008-12.55%5.85%-12.00%-26.85%
20073.92%4.23%2.61%2.24%
200615.33%-7.16%-3.34%7.13%
2005-5.42%5.16%5.29%0.88%
20048.58%-0.97%-5.79%9.73%
2003-2.92%21.54%9.11%12.16%
20022.89%-8.26%-18.40%3.76%
2001-12.03%19.22%-15.76%15.78%

Rank in category (by total return)

YTD47
1-month88
3-month69
1-year38
3-year28
5-year19

Load adjusted returns

1-year14.16%
3-year-2.40%
5-year9.26%
10-year9.83%