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Harbor Small Cap Growth Retirement (HNSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.70+0.06 (+0.44%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.70%
5-year average return9.35%
Number of years up5
Number of years down2
Best 1-yr total return (2 July 2024)42.51%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return42.51%
Worst 3-yr total return0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNSGXCategory
YTD2.92%12.40%
1-month0.51%3.37%
3-month-5.64%4.88%
1-year9.08%55.69%
3-year-0.86%19.34%
5-year9.71%20.72%
10-year9.68%13.98%
Last bull market34.49%27.85%
Last bear market-18.00%-24.06%

Annual total return (%) history

Year
HNSGXCategory
2024
N/AN/A
2023
22.18%N/A
2022
-25.45%N/A
2021
9.89%N/A
2020
38.44%38.62%
2019
42.51%27.68%
2018
-10.72%-5.76%
2017
24.75%21.50%
2016
N/A11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%-5.64%N/AN/A
20237.78%6.96%-6.03%12.79%
2022-12.17%-18.00%-0.81%4.35%
20213.87%1.76%-0.42%4.40%
2020-23.66%31.84%11.01%23.91%
201921.65%5.10%-1.62%13.29%
20183.81%4.00%7.50%-23.08%
20178.08%3.63%4.06%7.03%
20162.86%8.43%2.64%N/A

Rank in category (by total return)

YTD65
1-month27
3-month84
1-year50
3-year26
5-year23

Load adjusted returns

1-year9.08%
3-year-0.86%
5-year9.71%
10-year9.68%