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Harbor Small Cap Growth Admin (HRSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.63+0.01 (+0.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.74%
5-year average return9.34%
Number of years up16
Number of years down5
Best 1-yr total return (27 June 2024)44.28%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return44.28%
Worst 3-yr total return-0.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRSGXCategory
YTD2.30%12.40%
1-month2.21%3.37%
3-month-4.30%4.88%
1-year16.27%55.69%
3-year-0.70%19.34%
5-year10.70%20.72%
10-year9.83%13.98%
Last bull market34.28%27.85%
Last bear market-18.02%-24.06%

Annual total return (%) history

Year
HRSGXCategory
2024
N/AN/A
2023
21.85%N/A
2022
-25.74%N/A
2021
9.50%N/A
2020
37.98%38.62%
2019
41.99%27.68%
2018
-10.97%-5.76%
2017
23.93%21.50%
2016
5.94%11.20%
2015
-1.52%-2.41%
2014
8.02%2.44%
2013
44.28%40.91%
2012
14.46%13.15%
2011
-8.00%-3.55%
2010
31.42%26.98%
2009
39.83%35.46%
2008
-40.60%-41.55%
2007
13.39%7.59%
2006
10.53%10.81%
2005
5.44%6.02%
2004
10.84%12.41%
2003
44.28%45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.01%N/AN/AN/A
20237.75%6.89%-6.17%12.75%
2022-12.25%-18.02%-0.95%4.22%
20213.77%1.67%-0.53%4.34%
2020-23.78%31.81%10.93%23.80%
201921.60%4.97%-1.69%13.15%
20183.79%3.86%7.44%-23.13%
20177.97%3.23%4.02%6.90%
2016-7.26%2.83%8.35%2.54%
20158.25%1.26%-14.22%4.74%
20142.01%-0.14%-2.32%8.55%
201314.92%4.30%8.39%11.05%
201211.64%-5.08%6.34%1.58%
20117.23%0.22%-25.96%15.62%
20109.49%-9.04%14.10%15.65%
2009-7.91%19.48%18.74%7.03%
2008-12.57%5.66%-11.94%-26.98%
20073.89%4.12%2.57%2.20%
200615.19%-7.22%-3.44%7.11%
2005-5.44%5.09%5.16%0.89%
20048.50%-1.04%-5.81%9.59%
2003-2.92%21.54%9.01%12.17%

Rank in category (by total return)

YTD74
1-month92
3-month91
1-year64
3-year32
5-year28

Load adjusted returns

1-year16.27%
3-year-0.70%
5-year10.70%
10-year9.83%