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Harbor Small Cap Growth Fund Insti Cl: (MF: HASGX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$13.17 USD
+0.07 (0.53%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.73 | 46 |
| 3 months | -14.05 | 52 |
| 6 months | -10.84 | 72 |
| 1 Year | -2.56 | 68 |
| 3 Year | 3.66 | 43 |
| 5 Year | 8.75 | 71 |
| 10 Year | 7.81 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 129.05 |
| Bear Market (10/07 - 2/09) | -49.40 |
| Bull Market (2/09 - 3/21) | 808.46 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -10.18 |
| 5 Year | 12.13 |
| 10 Year | 7.57 |
| Since Inception | 9.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.45 | NA | NA | NA |
| 2024 | 8.99 | -5.61 | 9.40 | -2.86 |
| 2023 | 7.75 | 6.94 | -6.01 | 12.82 |
| 2022 | -12.13 | -17.98 | -0.91 | 4.29 |
| 2021 | 3.83 | 1.76 | -0.47 | 4.37 |
| 2020 | -23.69 | 31.89 | 10.98 | 23.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.73 | 9.32 | 22.20 | -25.52 | 9.77 | 38.35 | 42.33 | -10.70 | 24.63 | 6.21 | -1.32 |
| % Total Return Rel to Index | -5.81 | -15.70 | -4.04 | -7.32 | -18.90 | 19.94 | 10.84 | -6.31 | 2.83 | -5.72 | -2.71 |
| % Total Return Rel to Peer | -0.05 | -2.60 | 6.12 | -6.00 | -9.53 | 19.35 | 16.90 | 0.07 | 9.03 | -9.73 | 3.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.42 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.43 | 0.00 | 0.52 | 4.22 | 1.29 | 0.48 | 2.77 | 1.46 | 0.06 | 1.58 |
| Expense Ratio | 0.00 | 0.87 | 0.88 | 0.87 | 0.86 | 0.88 | 0.87 | 0.86 | 0.85 | 0.85 | 0.83 |
* 1 = Top 20%, 5 = Bottom 20%