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Harbor Strategic Growth Investor (HISWX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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21.44+0.30 (+1.42%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.29%
5-year average return8.73%
Number of years up3
Number of years down2
Best 1-yr total return (2 May 2023)31.51%
Worst 1-yr total return (2 May 2023)N/A
Best 3-yr total return31.51%
Worst 3-yr total return5.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHISWXCategory
YTD5.29%12.38%
1-month0.47%5.09%
3-month-2.96%10.28%
1-year-0.15%41.70%
3-year10.86%22.56%
5-year8.73%21.98%
10-year0.00%15.99%
Last bull market37.53%25.99%
Last bear market-16.48%-17.29%

Annual total return (%) history

Year
HISWXCategory
2023
N/AN/A
2022
-21.56%N/A
2021
22.55%N/A
2020
21.83%35.86%
2019
31.51%31.90%
2018
-5.40%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.80%N/AN/AN/A
2022-10.02%-16.48%-5.87%10.88%
20212.94%9.93%0.10%8.19%
2020-16.88%21.26%9.68%10.21%
201914.59%5.97%1.08%7.15%
20181.57%2.12%6.83%-14.63%
20175.00%3.51%6.31%N/A

Rank in category (by total return)

YTD88
1-month15
3-month89
1-year29
3-year54
5-year73

Load adjusted returns

1-year2.38%
3-year10.40%
5-year9.03%
10-year10.94%