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Harbor Disruptive Innovation Inv (HIMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.2800-0.0100 (-0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.63%
5-year average return5.83%
Number of years up16
Number of years down5
Best 1-yr total return (30 May 2024)60.78%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return60.78%
Worst 3-yr total return-10.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIMGXCategory
YTD3.15%10.80%
1-month-8.39%4.43%
3-month1.67%7.00%
1-year22.77%48.17%
3-year-11.11%21.26%
5-year4.80%20.18%
10-year8.84%14.07%
Last bull market40.48%27.14%
Last bear market-30.21%-21.26%

Annual total return (%) history

Year
HIMGXCategory
2024
N/AN/A
2023
32.37%N/A
2022
-44.48%N/A
2021
-2.44%N/A
2020
60.78%39.26%
2019
38.53%32.52%
2018
-2.02%-6.65%
2017
31.67%23.91%
2016
0.37%6.03%
2015
0.72%-0.95%
2014
6.19%7.00%
2013
35.43%34.93%
2012
21.48%14.07%
2011
-9.38%-3.96%
2010
22.21%24.61%
2009
30.74%39.11%
2008
-42.90%-43.77%
2007
22.57%15.09%
2006
12.36%9.00%
2005
19.33%9.84%
2004
8.50%13.23%
2003
45.02%35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
202316.03%7.18%-9.28%17.33%
2022-16.37%-30.21%-3.05%-1.89%
20210.17%5.02%-2.89%-4.51%
2020-17.80%41.28%17.59%17.74%
201924.25%6.12%-4.57%10.10%
20185.53%6.32%7.34%-18.65%
20179.51%9.02%4.19%5.86%
2016-6.12%3.78%6.53%-3.30%
20155.44%1.96%-10.63%4.82%
20142.02%3.78%-3.28%3.69%
20139.80%4.31%8.94%8.53%
201219.53%-5.15%5.78%1.30%
201110.69%-1.07%-20.50%4.09%
20106.97%-10.45%10.91%15.03%
2009-9.68%13.45%20.00%6.33%
2008-15.28%6.52%-15.97%-24.71%
20072.40%11.36%6.21%1.20%
20067.64%-4.34%0.41%8.67%
2005-2.11%2.46%11.26%6.93%
20043.10%0.63%-6.77%12.16%
20031.42%19.39%7.24%11.68%

Rank in category (by total return)

YTD43
1-month93
3-month73
1-year16
3-year94
5-year91

Load adjusted returns

1-year22.77%
3-year-11.11%
5-year4.80%
10-year8.84%