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Harbor Core Plus Fund Insti Cl: (MF: HABDX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$10.03 USD
-0.05 (-0.50%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.83 | 35 |
| 3 months | 1.76 | 51 |
| 6 months | 2.44 | 52 |
| 1 Year | 8.19 | 26 |
| 3 Year | 2.43 | 62 |
| 5 Year | 0.32 | 72 |
| 10 Year | 2.01 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 28.46 |
| Bear Market (10/07 - 2/09) | 4.41 |
| Bull Market (2/09 - 3/21) | 77.93 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.54 |
| 5 Year | 0.69 |
| 10 Year | 1.95 |
| Since Inception | 6.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.68 | NA | NA | NA |
| 2024 | -0.21 | 0.36 | 5.38 | -2.81 |
| 2023 | 3.40 | -0.35 | -3.00 | 6.75 |
| 2022 | -5.73 | -5.40 | -4.34 | 1.74 |
| 2021 | -2.76 | 2.14 | 0.16 | -0.16 |
| 2020 | 1.91 | 4.20 | 1.50 | 1.03 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.83 | 2.56 | 6.70 | -13.22 | -0.67 | 8.90 | 8.42 | -0.20 | 4.89 | 3.25 | 0.18 |
| % Total Return Rel to Index | -0.34 | 1.29 | 1.17 | -0.20 | 0.87 | 1.40 | -0.30 | -0.22 | 1.35 | 0.59 | -0.38 |
| % Total Return Rel to Peer | 0.50 | -1.30 | 0.30 | -3.69 | -1.34 | 2.97 | 0.44 | 0.93 | 0.88 | -1.88 | 2.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.13 | 0.44 | 0.43 | 0.33 | 0.34 | 0.27 | 0.37 | 0.34 | 0.39 | 0.33 | 0.52 |
| % Yield | 1.25 | 4.25 | 4.26 | 3.24 | 2.77 | 2.10 | 3.03 | 2.93 | 3.25 | 2.74 | 4.32 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.13 | 0.00 | 0.00 | 0.00 | 0.17 | 0.09 |
| Expense Ratio | 0.00 | 0.38 | 0.38 | 0.42 | 0.51 | 0.51 | 0.51 | 0.51 | 0.51 | 0.51 | 0.52 |
* 1 = Top 20%, 5 = Bottom 20%