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Harbor Disruptive Innovation Admin (HRMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.9800+0.0400 (+0.81%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.70%
5-year average return5.86%
Number of years up16
Number of years down5
Best 1-yr total return (25 June 2024)61.11%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return61.11%
Worst 3-yr total return-10.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRMGXCategory
YTD3.67%10.80%
1-month0.42%4.43%
3-month-6.61%7.00%
1-year16.22%48.17%
3-year-9.29%21.26%
5-year5.95%20.18%
10-year8.65%14.07%
Last bull market40.43%27.14%
Last bear market-30.23%-21.26%

Annual total return (%) history

Year
HRMGXCategory
2024
N/AN/A
2023
32.66%N/A
2022
-44.43%N/A
2021
-2.42%N/A
2020
61.11%39.26%
2019
38.66%32.52%
2018
-1.96%-6.65%
2017
31.89%23.91%
2016
0.48%6.03%
2015
0.81%-0.95%
2014
6.27%7.00%
2013
35.62%34.93%
2012
21.62%14.07%
2011
-9.18%-3.96%
2010
22.30%24.61%
2009
30.89%39.11%
2008
-42.90%-43.77%
2007
22.99%15.09%
2006
12.31%9.00%
2005
19.75%9.84%
2004
8.66%13.23%
2003
45.02%35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.53%N/AN/AN/A
202316.33%6.90%-9.22%17.51%
2022-16.24%-30.23%-3.00%-1.97%
20210.16%4.99%-2.81%-4.54%
2020-17.79%41.47%17.55%17.84%
201924.40%6.10%-4.50%10.01%
20185.47%6.34%7.41%-18.61%
20179.52%9.13%4.18%5.92%
2016-6.10%3.82%6.63%-3.34%
20155.43%2.12%-10.68%4.82%
20142.08%3.71%-3.22%3.72%
20139.78%4.36%9.01%8.59%
201219.56%-5.09%5.82%1.28%
201110.82%-1.06%-20.49%4.18%
20107.05%-10.48%10.96%15.02%
2009-9.42%13.31%20.00%6.27%
2008-15.27%6.60%-15.95%-24.79%
20072.52%11.43%6.28%1.30%
20067.74%-4.31%0.27%8.64%
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%

Rank in category (by total return)

YTD57
1-month88
3-month96
1-year73
3-year95
5-year92

Load adjusted returns

1-year16.22%
3-year-9.29%
5-year5.95%
10-year8.65%