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Harbor Disruptive Innovation Instl (HAMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.80-0.12 (-2.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.03%
5-year average return6.47%
Number of years up16
Number of years down7
Best 1-yr total return (11 Apr 2024)61.54%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return61.54%
Worst 3-yr total return-10.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHAMGXCategory
YTD12.77%10.80%
1-month1.48%4.43%
3-month12.77%7.00%
1-year29.02%48.17%
3-year-6.58%21.26%
5-year8.06%20.18%
10-year9.73%14.07%
Last bull market28.45%27.14%
Last bear market-30.16%-21.26%

Annual total return (%) history

Year
HAMGXCategory
2024
N/AN/A
2023
33.01%N/A
2022
-44.40%N/A
2021
-2.10%N/A
2020
61.54%39.26%
2019
39.05%32.52%
2018
-1.69%-6.65%
2017
32.24%23.91%
2016
0.69%6.03%
2015
1.04%-0.95%
2014
6.59%7.00%
2013
36.01%34.93%
2012
21.83%14.07%
2011
-8.95%-3.96%
2010
22.51%24.61%
2009
31.21%39.11%
2008
-42.72%-43.77%
2007
23.16%15.09%
2006
12.80%9.00%
2005
19.75%9.84%
2004
8.66%13.23%
2003
45.02%35.96%
2002
-33.33%-27.24%
2001
-25.62%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.77%N/AN/AN/A
202316.26%7.31%-9.14%17.34%
2022-16.33%-30.16%-3.00%-1.90%
20210.15%5.17%-2.78%-4.39%
2020-17.69%41.44%17.65%17.94%
201924.49%6.14%-4.43%10.11%
20185.63%6.43%7.42%-18.59%
20179.64%9.21%4.22%5.96%
2016-6.01%3.94%6.63%-3.33%
20155.48%2.15%-10.64%4.94%
20142.13%3.81%-3.14%3.80%
20139.95%4.38%9.13%8.60%
201219.67%-5.12%5.85%1.37%
201110.81%-0.94%-20.44%4.26%
20106.98%-10.39%11.00%15.13%
2009-9.53%13.43%20.22%6.36%
2008-15.31%6.83%-15.98%-24.65%
20072.38%11.64%6.37%1.30%
20067.74%-4.18%0.41%8.82%
2005-2.11%2.61%11.38%7.04%
20043.10%0.63%-6.77%12.33%
20031.42%19.39%7.24%11.68%
2002-2.53%-20.75%-22.90%11.94%
2001-22.44%12.88%-34.77%30.25%

Rank in category (by total return)

YTD17
1-month89
3-month17
1-year14
3-year93
5-year85

Load adjusted returns

1-year29.02%
3-year-6.58%
5-year8.06%
10-year9.73%